BUSINESS ONLINE (BROWSER CLIENT) REFERENCE GUIDE. Corporate and Investment Banking. Also trading as Stanbic Bank

Transcription

1 BUSINESS ONLINE (BROWSER CLIENT) REFERENCE GUIDE Corporate and Investment Banking Also trading as Stanbic Bank

2 BUSINESS ONLINE (BROWSER CLIENT) REFERENCE GUIDE Corporate and Investment Banking Also trading as Stanbic Bank

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4 Table of Contents 1. Business Online (Browser Client) Overview What is Business Online (Browser Client)? What are the benefits of (Browser Client)? How do I access Business Online (Browser Client)? Which devices can I use to access Business Online (Browser Client)? 4 2. Supported Browsers and Versions High level differences between Business Online (Browser Client) and Business Online Navigation Features Who do I contact for support? Frequently Asked Questions (FAQ s)...8 /3

5 Business Online (Browser Client) 1. Overview 1.1. What is Business Online (Browser Client)? Business Online (Browser Client) is a complimentary channel to the existing Business Online Java platform which can be accessed via supported web browsers on desktops and laptops Which devices can I use to access Business Online (Browser Client) Business Online (Browser Client) can be accessed via the following devices: Laptops and desktops. Although the solution may render on tablets, it has not been optimised for use on ipads or Tablets and may not provide the optimal user experience. We do not encourage the use of the solution on these devices What are the benefits of Business Online (Browser Client)? You can access Business Online (Browser Client) on any desktop or laptop via a supported browser. In addition, if you are not desk or office bound, you can access the solution anywhere via Wi-Fi or 3G How do I access Business Online (Browser Client)? Please access Business Online (Browser Client) on Users will require their username, password as well as a token to logon to Business Online (Browser Client). Learn more about Bol Login into Buisness online User id. Learn more about Bol Login into Buisness online User id. reg_otp Password Token One time password 4 /

6 Business Online (Browser Client) 2. Supported Browsers and Versions Business Online (Browser Client) has been tested on a defined set of supported browsers. Users may be prompted to update their existing browser when a new version becomes available; this is typically required for one or more of the following reasons: Enhanced security Improved performance Additional features. We recommend that you use the browser. versions detailed in the table below when. using Business Online (Browser Client). Browsers Supported Versions Internet Explorer I.E 10 Chrome 41 Safari 7 Please Note:. Business Online (Browser Client) will not work on Internet Explorer 9 or older versions. / 5

7 Business Online (Browser Client) 3. High level differences between Business Online (Browser Client) and Business Online (Java Client) 3.1. Navigation Features The main differences in Business Online (Browser Client) relate to: Log off/switch user account. To log off or switch user account the user must click on the short cut menu icon found at the top right hand corner. of the screen. Pagination This is a new drop down feature under Payments, Own Transfers and Collections. The user can now chose to display a specific number of batches per search (15/ 50/ 100/ 200/ 500). 3.2 Who do I contact for support? If you have any questions or queries regarding Business Online (Browser Client) please contact your local helpdesk. Default Searches Default data will be displayed on Balances and Statements as it does on Business Online. A search will have to be performed to extract results in all other instances. New sorting icons on column headings sort in ascending and descending order both alphabetically and numerically. Auto Log Out if a session times out due to inactivity, a user will be automatically logged out and will need to log in again. The period of inactivity which results in a session timing out is 10 minutes. Items list When selecting a payment or beneficiary, the list displayed on the screen will be limited. In order to view more items, the user will need to click on the next page icon. Selecting multiple batches Authorisations can be made by selecting one batch at a time on Business Online (Browser Client). The ability to select multiple batches will be available at a later stage. 6 /

8 Business Online (Browser Client). 4. Who do I contact for support? If you have any. questions or queries regarding Business. Online (Browser Client). please contact your. local helpdesk. Clients need to utilise the existing Business Online support process for Business Online (Browser Client) queries by contacting your country s helpdesk..

9 Business Online (Browser Client) 5. FAQ s 1. Do I need a token to access Business Online (Browser Client)?. Yes. 2. Can I access Business Online (Browser Client) on my smartphone?. No, you can t access Business Online (Browser Client) on a smart phone because Business Online (Browser Client) was not designed for small. screen sizes....answering these questions could narrow down the possible reason for Business Online (Browser Client). not working. 5. Can I log onto Business Online (Java Client) and Business Online (Browser Client) simultaneously with the same login credentials?. No, you can only use your login on one or the other. 6. Do I need Java for Business Online (Browser Client)? No. 7. How do I know if I am in Business Online (Java Client) or Business Online (Browser Client)? Business Online (Browser Client) has a unique URL which you access through your supported browser. 3. Is Business Online (Browser Client) compatible with all operating systems?. Yes, Business Online (Browser Client) is operating system independent, as long as you have a recommended browser, you can access Business Online (Browser Client). 8. Why is some functionality that I have on Business Online (Java Client) not available on Business Online (Browser Client)?. Most of the functionality that you are used to on Business Online (Java Client) will become available to you on Business Online (Browser Client) during the roll out of the various releases. 4. My Business Online (Browser Client) is not working properly? It could be one of the following things:. i. You could be using an unsupported browser.. ii. The version of the browser you are using is old..... and unsupported.. iii... Have you tested this functionality on Business... Online and does it work there?. 9. If I make a payment/own transfer on Business Online, can someone see it on Business Online (Browser Client) to authorize or audit it?. Yes. Once the transaction is completed on either Business Online or Business Online (Browser Client) it will reflect in real time on the other. However, you may need to refresh the page to see it. 8 /

10 10. What is the maximum period of transactional history can I view?. The online statement functionality enables you to obtain up to 180 days of transactional history. 11. I have problems viewing my.pdf documents, what do I do?. We recommend that you download and install the latest version of Adobe PDF Reader on to your device. 12. Where is the log off button?. The user must click on the new shortcut menu, located. at the top right hand corner of the screen to log off/ switch user. 13. How do I reset my password?. The user must clear Browser cache and ensure they untick they save password box if it is selected. Relaunch Business Online (Browser Client) and reset password, the user will be able to access the system. 14. Expired Password:. The user must capture new password (the user will need to be activated). The activation will require an Authorisation, after which the user will be able to login.

11 Disclaimer This document has been prepared solely for information purposes by The Standard Bank of South Africa Limited, acting through its Corporate and Investment Banking Division ( SBSA ). Any indicative terms provided to you are provided for your information and do not constitute an offer, a solicitation of an offer, invitation to acquire any security or to enter into any agreement, or any advice or recommendation to conclude any transaction (whether on the indicative terms or otherwise). Any information, indicative price quotations, disclosure materials or analyses provided to you have been prepared on assumptions and parameters that reflect good faith determinations by us or that have been expressly specified by you and do not constitute advice by us and it should not be relied upon as such. The information, assumptions and parameters used are not the only ones that might reasonably have been selected and therefore no guarantee is given as to the accuracy, completeness, or reasonableness of any such information, quotations, disclosure or analyses. No representation or warranty is made that any indicative performance or return indicated will be achieved in the future. This document is not an official confirmation of terms, and any transaction that may be concluded pursuant to this document shall be in terms of and confirmed by the signing of appropriate documentation, on terms to be agreed between the parties. The information in the document is also subject to change without notice. SBSA, or an associated company, may have effected or may effect transactions for its own account in any investment outlined in the document or any investment related to such an investment. Prospective investors should obtain independent advice in respect of any product detailed in this document, as SBSA provides no investment, tax or legal advice and makes no representation or warranty about the suitability of a product for a particular client or circumstance. Transactions described in this material may give rise to substantial risk and are not suitable for all investors. SBSA will only provide investment advice if specifically agreed to by SBSA in appropriate documentation, signed by SBSA. This information is to be used at your own risks, and SBSA makes no representation with regards to the correctness of the information herein. Authorised financial services and registered credit provider (NCRCP15). The Standard Bank of South Africa Limited (Reg. No. 1962/000738/06). Moving Forward is a trademark of The Standard Bank of South Africa Limited SBSA /15.