the next generation of online bill pay. 2 © 2010 – proprietary & confidential the next...
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The Next Generation of Online Bill Pay
2© 2010 – Proprietary & Confidential
The Next Generation of Online Bill Pay is Here!
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Home
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Home: Overview
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Home: Overview
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Home: Overview
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Home: Overview
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Home: Overview
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 bill pay product.
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Home: Overview
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Home: Overview
The Help option will display information that is specific to the screen the End-user is on.
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Home: Overview
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 home 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.
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Home: MoneyHQ
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Home: External Transfers
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Bill Pay: Payment Center
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Bill Pay: Payment Center / Pay A Bill
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Bill Pay: Payment Center / Pay A Bill
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Bill Pay: Payment Center / Pay Multiple Bills
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Bill Pay: Payment Center / Pay Multiple Bills
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Bill Pay: Payment Center / Pay Multiple Bills
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Bill Pay: Payment Center / Pay Multiple Bills
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Bill Pay: Payment Center / Pay Multiple Bills
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Bill Pay: Payment Center / Pay Multiple Bills
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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
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Bill Pay: Payment Center / Pay Multiple Bills
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Bill Pay: Payment Center / Pay Multiple Bills
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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.
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Review Payment 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.
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Review Payment Screen
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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.
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Bill Pay: Payment Activity
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Bill Pay: Payment Activity
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Bill Pay: Payment Activity
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Bill Pay: Payment Activity
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Bill Pay: Payment Activity
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Bill Pay: Payees
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Bill Pay: Payees
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Bill Pay: Payees
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Bill Pay: Payees
End-users will now have the ability to update their payee’s addresses online.
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Bill Pay: Payees
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Bill Pay: Payees – Add A Payee
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Bill Pay: Payees – Add A Payee
By popular request from our clients, the Payee Nickname field has been expanded to 25 characters.
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Bill Pay: Payees – Add A Payee
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Bill Pay: Payees – Add A Payee
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Bill Pay: Payees – Adding An Individual
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Bill Pay: Payees – Adding An Individual
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Bill Pay: eBills
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Bill Pay: eBills
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Bill Pay: eBills
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Account Services: Services
The options presented on the Account Services tab have been streamlined and organized into End-user-friendly categories.
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Account Services: Manage Alerts
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Manage Alerts: eBill Alerts
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Consumer Education Campaigns
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Just for You!
Thank you for attending this valuable training webinar!
To show our appreciation for your attendance, each employee who attended today’s training is eligible to enter a free sweepstakes, courtesy of
Online Resources!
Simply send your name, your financial institution name and number, and your business mailing address to:
The winner will receive a $2,500 credit towards the purchase of a new product or service from Online Resources*!
Thank you again for attending - we appreciate your business!
* Winner will be selected at random on July 30, 2010. Credit must be used by December 31, 2010.
Welcome to the New Generation of Online Bill Pay!
MoneyHQ Enhancements
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MoneyHQ Enhancements
Enhanced MoneyHQ integration and removal of MoneyHQ tab
New MoneyHQ home page
More prominent display and integration of the MoneyHQ Account Aggregation feature
Convenient new location of MoneyHQ account details
Streamlined Account to Account/External Transfer process
Ability for end users to now conduct future and recurring Account to Account/External Transfers
Expansion of eBills to all online bill payers and better integration of eBills with your online bill payment service
Sunset of the MoneyHQ People Payments (P2P) feature
Improved integration of MoneyHQ balance and eBills alerts
More prominent display of the Personal Finance Manager feature (spending reports)
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Home: MoneyHQ
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Account Summary: MoneyHQ
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Account Activity: MoneyHQ
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Account Activity: MoneyHQ
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Account Activity: MoneyHQ
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MoneyHQ: Add New Account
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MoneyHQ: Add New Account Step 1
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MoneyHQ: Add New Account Step 2
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External Transfers: Overview
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External Transfers: Transfer Funds
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External Transfers: Transfer Funds
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External Transfers: Transfer Funds
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External Transfers: Manage Accounts
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MoneyHQ: Personal Finance Manager
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MoneyHQ: Alerts
Welcome to the New Generation of Online Bill Pay!