My Accounts: Accounts Summary End-users will have Quick Links on every screen that will allow them to quickly maneuver to key screens. Add Payee – The End-user will be directed to the add payee screen. Make A Payment – The End-user will be directed to the payment center. View Demo – The End-user will be able to view a demo of the online banking and bill pay product.
My Accounts: Accounts Summary The Help option will display information that is specific to the screen the End-user is on.
My Accounts: Accounts Summary Just as you do today, your Financial Institution will still have the ability to display Global Messages to all End-users at the bottom of the My Accounts screen. Note: To learn more on how to display global messages to your end-users please go to the client forum and listen to the “QRC Marketing Utilities” recorded training.
Bill Pay: Payment Center / Pay Multiple Bills End-users will now have the ability to add a memo (note to self) to each of their payments. This memo will not appear on the actual payment to the merchant. The End-user will be able to view this memo within Online Activity
Review Payment Screen The End-user will be presented with the review payments screen each time they submit a new payment. They must click on the “Submit” button in order for their payment(s) to be submitted. Note: This screen is replacing the two-step logout and session summary screen.
The End-user will be presented with the Send On date for each of their payments on this screen. This is the date the funds will be deducted from their account. Review Payment Screen
Debit Impacts • Going forward, in order to ensure a consistent experience for end-users when scheduling payments, the “Send On” date calculated by the online service for standard payments will always be the latest available debit date that will allow Online Resources to deliver the payment on-time. As a result of this debiting logic, Online Resources will no longer perform weekend debits to end-user accounts for standard bill payments. • Please note: if offered by your Financial Institution, Expedited Payments are not impacted by this debit timing change. • Payments that your end-users have scheduled as of the date of your release will not be changed to the new “Deliver By” scheduling methodology. The “Send On” date originally entered by the end-user (even if it is a weekend day) and the corresponding “Deliver By” date for their payments will remain in effect and will be used to debit and remit the payment.