2017 Registration Guide

Size: px
Start display at page:

Download "2017 Registration Guide"

Transcription

1 2017 Registration Guide

2 ONTENTS Welcome 2 Registering in How to set up registrations 4 How members register 7 revolutionisesport 8 Financial FAQ Rebate Scheme 11 Tell us your stories 12

3 Welcome Welcome back to another fantastic year of hockey was to all accounts a successful year, resulting in a marginal increase in our registration numbers. This, in large part, is due to the hard work of our volunteers, who give up their time every week to ensure the hockey experience is a smooth and enjoyable one. It is the work of these individuals that truly keeps our sport functioning and for that I d like to extend my sincere gratitude. In 2017, we must work hard to consolidate the growth of the year just past and build upon it, hence the production of the Registration Guide, a handbook designed to guide you through the process of seamlessly readying yourselves for another season. In the following document, you ll find essential information about the registration process in I urge you to take time, peruse it and make sure you re fully informed before we reach out busiest period. This year, NSW has decided to step away from the One Sport Technology National Database in response to widespread community dissatisfaction. In its place, we have employed revolutionisesport, a service which we feel addresses the needs of the hockey community and the feedback provided to Hockey NSW over the past three years. I am excited to see what we can achieve given this change. Hockey is a unique sport that is fun, healthy and backed by a vibrant community sharing a common passion. If we can represent these excellent selling points, I am confident the sport will continue to grow and assure itself a future. As always, Hockey NSW will be here to help you through that process and help you achieve the best result possible. Wishing you a successful 2017 season, David Thompson Chief Executive Officer 2017 REGISTRATION GUIDE 2

4 Registering in 2017 In 2017 Hockey NSW has moved away from the National System OST and will be utilising revolutionisesport. Hockey NSW will continue to mandate that all Hockey NSW Registration fees are paid online. Members must complete online registrations and make full payment of Hockey NSW registration fees, via credit card or branded debit cards (Visa or MasterCard) before being financial to play within any Association or Club in These fees cover Registration fees to Hockey NSW and Personal Accident & Public Liability Insurance for all players. Members will not be able to participate in the 2017 season until this payment is made. There is a $ % Administration fee that will already be built into the Hockey NSW Registration Fees (just as the current online fee is already included within the 2016 Hockey NSW Registration Fees). This fee goes to both to revolutionisesport, who cover the creation, maintenance and running of the new system, and Pin Payments, the online payment gateway provider. Please note: These fees do not include any Association or Club fees that may be applicable to your specific membership. Members will be advised to check with their Association and Club for further details. REVOLUTIONISESPORT SUPPORT CONTACTS As part of the revolutionisesport commitment, free support is offered for all platforms and administrators of all paying accounts. Support channels can be accessed by clicking Help in the top right of the screen when logged into your account. This includes: Telephone support: Mon-Fri 9am-5pm support: Mon-Fri 8am-8pm Online help tickets: Mon-Fri 8am-8pm Online help videos and documentation Support is also available outside business hours and weekend for urgent or critical system issues. All other support (e.g. non-urgent issues or features requests) will be attended to during business hours. Online videos and documentation can be accessed at any time. REVOLUTIONISESPORT TUTORIALS You can access all revolutionisesport video tutorials through your own portal. 1. Sign into your revolutionisesport account 2. Click the Help link in the top right of the screen 3. Click Browse Video Tutorials REGISTRATION GUIDE 3

5 How to set up registrations HOW TO SET UP YOUR ASSOCIATION/CLUB TO ON-CHARGE THE ADMINISTRATION FEE (IF YOU VE PURHCASED A CONSOLE) As you are aware there is an administration fee of $ % (2.00% is the Pin Payment fees and $1 is a revolutionisesport service fee). ON-CHARGING THE FEE This means the fee will be passed onto your members. Click the Finance tab on the left Click Settings > scroll down the page to Accepted payment methods Tick the box for on-charge Pin Payments fees (2.00% ) Tick the box for on-charge revolutionisesport service fee ($1.00) Scroll down to the bottom of the page and press Save settings. IF YOU DECIDE TO ABSORB THE FEES This means the fee must be included in your registration fees. Do NOT follow the instructions above. Add the administration fee into the fee amount when setting up your payment classes. Calculate using the formula below: (Fee + $1.60) / 0.98 For example, if your registration fee is $100 (excluding administration fee) + $1.60 = $ /0.98 = $ You would add the amount of $ into this field REGISTRATION GUIDE 4

6 How to set up registrations (Cont d) SET UP YOUR PAYMENT CLASSES AT ASSOCIATION LEVEL In the past, these were called Subscriptions in One Sport Technology terminology. Your payment classes are your membership types. To specify your payment classes: Click the Finance tab on the left Click Payment Classes > click Add Payment Class on the right Choose the correct Capitation Fee (Hockey NSW Registration Fee) by selecting it in the drop-down menu Add the name of the payment class e.g. XX Hockey Association Over 18 Registration Fees Add the amount for the registration fee. PLEASE NOTE: The amount below should not include any capitation fees set above. For example, if the total fee to be paid is $200, and the capitation fee selected above is $100, then your fee below should be $100. If, as an Association, you choose not to pass on any fees, you must put $0.00 for the Hockey NSW Fee to display on the registration page. Add details into the Description e.g. Hockey NSW Registration Fee and XX Hockey Association fee Add Minimum and Maximum age for this payment class (some of these may be set already by Hockey NSW) Specify the details > click Add Payment Class to save. Start the process again to add another payment class. Once you have completed this process, please contact Lauren Woods on (02) or hockeynsw.com.au. She will audit this for you to ensure it is correct before registrations go live on 1 st January, REGISTRATION GUIDE 5

7 SET UP YOUR PAYMENT CLASSES AT CLUB LEVEL (FOR CLUBS WHO HAVE PURHCASED A CONSOLE) In the past, these were called Subscriptions in One Sport Technology terminology. Your Payment Classes are your Membership Types. To specify your payment classes: Click the Finance tab on the left Click Payment Classes > click Add Payment Class on the right Choose the correct Capitation Fee (Hockey NSW Registration Fee & Association) by selecting it in the drop-down menu Add the Name of the Payment Class e.g. XX Hockey Club Over 18 Registration Fees Add the Amount for the registration fee PLEASE NOTE: The amount below should not include any capitation fees set above. For example, if the total fee to be paid is $200, and the capitation fee selected above is $100, then your fee below should be $100 If, as a Club, you choose not to pass on any fees to your members, you must put $0.00 for the Hockey NSW fee to display on the registration page. Add details into the Description e.g. Hockey NSW Registration Fee, XX Hockey Association fee and Club Fee Add Minimum and Maximum age for this payment class Specify the details > click Add Payment Class to save. Start the process again to add another payment class. Once you have completed this process, please contact Lauren Woods on (02) or lauren.w@ hockeynsw.com.au. She will audit this for you to ensure it is correct before registrations go live on 1 st January, Please note: Clubs who do not purchase a console are not able to collect their Club fees through revolutionisesport. If your Club would like to upgrade to a console, please contact Lauren Woods on lauren.w@hockeynsw.com.au REGISTRATION GUIDE 6

8 How members register in 2017 In 2017, members will register via their Association or Club s website, hence the importance of having a website set up. FOR MEMBERS WHO ARE REGISTERING THROUGH THEIR ASSOCIATION These instructions are for members whose clubs did not purchase a console. Log onto your Association Website Then click on Registration Press Register Select your Club from the drop-down menu Select your Registration type from the drop-down menu Enter your details in the fields specified Press the Submit Registration button This will than redirect you to the payment screen to make payment with a Credit Card Please note: Each member must be registered individually and paid separately. FOR MEMBERS WHO ARE REGISTERING THROUGH THEIR CLUB These instructions are for members whose clubs has purchase a console. Log onto your Club Website Then click on Registration Press Register Select your Registration Type from the drop-down menu Enter your details in the fields specified Press the Submit Registration button This will than redirect you to the payment screen to make payment with a Credit Card Please note: Each member must be registered individually and paid separately. FOR MEMBERS WHO ARE DUAL REGISTERED These instructions are for members who have already registered with their PRIMARY Association, but also play with another Club either in the same Association or another. Ensure you are already registered with your primary Association Log onto your Association/Club Website Then click on Registration Press Renew Enter your National Member ID (you would have received this on your receipt from your Primary Association/Club registration; this is not required but will assist with the search) Last Name, Date of Birth then press Renew Membership Select your Registration type from the drop-down menu 2017 REGISTRATION GUIDE 7

9 FOR MEMBERS WHO ARE DUAL REGISTERED (CONT D) Please note: The system will identify that you are already a member and deduct the Hockey NSW Registration fee from the final cost. If the club you are dual registering for falls under the same Association, it will also deduct the Association Fee if applicable. Ensure your details are correct Press the Submit Registration button This will than redirect you to the payment screen to make payment with a Credit Card Please note: Each member must be registered individually and paid separately. revolutionisesport Financial FAQ PIN PAYMENTS SETTLEMENT TIMEFRAMES The following table outlines the settlement times for money deposited on a given weekday. PAYMENT MADE FUNDS INCLUDED IN TRANSFER FUNDS AVAILABLE IN ACCT Monday Thursday Friday Tuesday Friday Tuesday Wednesday Monday Tuesday Thursday Tuesday Wednesday Friday Wednesday Thursday Saturday Thursday Friday Sunday Friday Friday RECONCILING PIN PAYMENT DEPOSITIS IN YOUR BANK ACCOUNT Funds from Pin Payments will deposit to your bank account as lump transfers, which may include multiple individual payments. The transactions will appear in your bank account as follows: Direct Credit PERPETUAL Hockey NSW 2017 REGISTRATION GUIDE 8

10 revolutionisesport TRANSFER SUMMARY Financial FAQ (Cont d) To match the payments in your bank account to transactions within revolutionisesport: Go to Finance > Reporting Select the Pin Payments Summary report This report provides: A list of all transfers made to your bank account via Pin Payments The transfer date (which is generally 0-2 days before the money appears in your bank statement) For each transfer, the individual transactions captured within that transfer If an individual transaction is marked as (Unknown), it means that it was paid and captured within the transfer but the transaction record has since been deleted from within your revolutionisesport account (e.g. by deleting a paid invoice, or deleting a completed shop order, or archiving a member who made a payment). MORE DETAILED REPORTING To obtain a detailed list of all transactions made via Pin Payments: Go to Finance > Reporting Select the Income Transaction Summary Report Select the default fields, and tick Date transferred to bank (Pin Payments only) Select Pin Payments as the payment method This will generate a report of all transactions received via Pin Payments, including the receipt reference, which is the same as the reference that appears in your bank account for the lump transfer. For example, if you received 3 payments on a given day ($50 each), these will bulk-transfer to your bank account as one lump sum of $150. All 3 payments will have the same receipt reference and transfer date. Note that unknown or missing transactions will not appear in this report. MANAGING PIN PAYMENTS FAILURES Common reasons for Pin Payments failures, and their solutions, are below: THE CARD WAS DECLINED This means that the bank that issued the card did not approve the transfer. This is purely at the discretion of the bank, and could be for any reason deemed appropriate by the bank. Solution: The member should contact the bank that issued the card used to make payment, or attempt payment again. THERE ARE NOT ENOUGH FUNDS AVAILABLE TO PROCESS THE REQUESTED AMOUNT This means that there are insufficient funds in the bank account to make payment REGISTRATION GUIDE 9

11 Solution: The member should ensure they have a sufficient balance and attempt payment again, or use a different account or method for payment. THE TRANSACTION WAS FLAGGED AS POSSIBLY FRAUDULENT AND SUBSEQUENTLY DECLINED Pin Payments have several levels of fraud-checking when processing payments. This failure means that one of the levels of fraud checking was flagged. Examples of possible fraudulent activity include: unusual time of day for transaction; request made from unusual location (e.g. interstate or overseas). Solution: The member should contact the issuing bank if the problem persists or use a different account or method for payment. THE CARD HAS EXPIRED This means that the card being used to make payment has passed its expiry. Solution: The member should attempt payment using a different account or method. ONE OR MORE PARAMETERS WERE MISSING OR INVALID This means that one of the fields entered was invalid (e.g. incorrect CVC code or incorrect address in their profile). Solution: You should check that the member s details are correct within their profile (e.g. ensure that they have a valid address). Once you have verified/corrected their profile details, the member should attempt payment again, ensuring that their details are correct before submitting payment REGISTRATION GUIDE 10

12 Rebate Scheme In 2017, Hockey NSW will be continuing the rebate scheme implemented in 2015 to promote growth in our Under 7 and Under 11 age groups but with a growth target. Hockey NSW membership has grown modestly at 2-3% each year for the last two years overall, despite an annual churn of 16-20%. Membership of Primary School children has increased 9%. Continued growth of juniors is the life blood of our sport and must continue to be fostered for the future of our sport. The target for each target group is Under 7 s: Growth in registrants greater than 5% will receive a $20.00 rebate per player. For example: Association A had 107 Under 7 players in Association A achieved 120 registrations. They have had a growth greater than 5% (target 112), therefore they received a rebate with an increase of 13 players. Association A would receive 13 x $20.00 = $ Under 11 s: Growth in registrants greater than 8% will receive a $20.00 rebate per player. For example: Association A had 171 Under 11 players in Association A achieved 200 registrations. They have had a growth greater than 8% (target 185), therefore they received a rebate with an increase of 29 players. Association A would receive 29 x $20.00 = $ Further communication regarding this will be provided in the new year to all Associations REGISTRATION GUIDE 11

13 Tell us your stories It s our firm belief that there are thousands of hockey stories out there in the community in NSW just begging to be told. Volunteers across the country do an exemplary job of connecting with local media and sharing stories but for every story that they find the time for, there may be another that goes untold. This year, we d like your help in telling those stories and we d ask that you contact Cameron Whalan, Communications Manager, with anything that comes to mind. From time to time, we might send an out prompting you to provide those stories they ll then be fed back into local press, social media or the Hockey NSW website for broader consumption. In doing so, you ll help us represent all that there is to hockey and put our best foot forward. The idea is to attract people based on hockey s many charms new generations of players who, eventually, will have their own stories to tell. Send your stories to: Cameron Whalan Communications Manager cameron.w@hockeynsw.com.au (02) REGISTRATION GUIDE 12

14 PAGE LEFT INTENTIONALLY BLANK 2017 REGISTRATION GUIDE 13

15 PAGE LEFT INTENTIONALLY BLANK 2017 REGISTRATION GUIDE 14

16

2018 Registration Guide

2018 Registration Guide 2018 Registration Guide CONTENTS Introduction 3 - Member Registration in 2018 3 - State Championship Eligibility Policy 4-2018 Hockey NSW Fee Schedule including fee explanation 5 - Association Affiliation

More information

QuickSuper. Paying for contributions.

QuickSuper. Paying for contributions. QuickSuper Paying for contributions www.clearinghouse.australiansuper.com QuickSuper Paying for contributions Document History Date Description 15 May 2011 Initial release to include Direct Debit and EFT

More information

Reference Guide Business Online Banking

Reference Guide Business Online Banking Reference Guide Business Online Banking Contents Page 3 Getting Started Page 5 UK Payments Page 8 Internal Transfers Page 9 Balances & Transactions Page 11 Statements & Reports Page 12 Cheque Management

More information

True Potential Investor Overdue Payments. Contents

True Potential Investor Overdue Payments. Contents OVERDUE PAYMENTS Contents Overdue Payments 3 Pay Reference Periods 3 Pay Reference Period Start Dates - Examples: 3 Overdue Payments page 4 View Members 5 Upload Contribution 5 The Contributions Template

More information

Cattle Price Insurance Program WEB HELP GUIDE

Cattle Price Insurance Program WEB HELP GUIDE Cattle Price Insurance Program WEB HELP GUIDE Cattle Price Insurance Program Web Help Guide CPIP Basics... 3 A. First Time Accessing CPIP?... 4 Using your Activation Code...4 B. Accessing the CPIP Website...

More information

MUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL. Y Walters B.Sc. (Math Science) Hons

MUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL. Y Walters B.Sc. (Math Science) Hons MUNSOFT 5.2 INCOME: SUNDRY DEBTORS MANUAL 1 Y Walters B.Sc. (Math Science) Hons SUNDRY DEBTORS... 4 Enquiries... 4 Sundry Enquiries... 4 Account Search... 5 Master Files... 6 Account Master... 6 Account

More information

The values within the DMS can be held as consolidated totals if required, as any individual items can be extracted from the Service Plan System.

The values within the DMS can be held as consolidated totals if required, as any individual items can be extracted from the Service Plan System. VERSION 3.1.1 The principle idea of the accounting system is to mirror the balance sheet values held within the edynamix Service Plan system with those held on the Dealer Management System (DMS) balance

More information

Welcome to Midland States Bank

Welcome to Midland States Bank Welcome to Midland States Bank Contents What s Next... 4 Conversion at a Glance... 5 Questions?... 5 Customer Care Center... 5 Customer Information Web Page... 6 Important Dates and Information... 6 Balances

More information

Reference Guide Business Online Banking

Reference Guide Business Online Banking Reference Guide Business Online Banking Welcome to safer internet banking Security As online fraud becomes more sophisticated, our security measures need to advance to combat these crimes. The secure token

More information

Get Ready for Payroll Year End April 2008

Get Ready for Payroll Year End April 2008 Get Ready for Payroll Year End April 2008 Tips for a successful year end Remember: All users who file online must be registered with HMRC via their Online services Web site. After you register with HMRC

More information

US Reconciliation Instructions. 1 Visa/MC Gross Payment Deposit and Fee Deductions:

US Reconciliation Instructions. 1 Visa/MC Gross Payment Deposit and Fee Deductions: US Reconciliation Instructions US payment deposits are done separately for Visa/MC and American Express/Discover. This is because the Visa/MC deposit is done daily and gross (no fees deducted) by our third-party

More information

TIME TO FOCUS ON YOUR FUTURE

TIME TO FOCUS ON YOUR FUTURE TIME TO FOCUS ON YOUR FUTURE Enroll online in the new HMH 401(k) Savings Plan at TIAA Active enrollment in the new 401(k) plan is required because your previous elections will not be provided to TIAA.

More information

InfoEd Version 15 Highlights of Changes

InfoEd Version 15 Highlights of Changes InfoEd Version 15 Highlights of Changes Last Updated: 11/15/17 InfoEd Version 15 Upgrade Information InfoEd will undergo a major upgrade the weekend of Saturday 11/18 and Sunday 11/19. InfoEd will be shut

More information

Winter Tire Program Retailer Handbook

Winter Tire Program Retailer Handbook Winter Tire Program Retailer Handbook Winter Tire Program Retailer Handbook Revision History Revision History Version 1.0 September 10, 2014 Initial publication Version 1.1 September 30, 2014 Added printing

More information

QuickSuper. User Guide.

QuickSuper. User Guide. QuickSuper User Guide www.clearinghouseapp.hostplus.com.au QuickSuper User Guide Document History Date Description 26 Jul 2010 Initial release 20 May 2011 Updated to include EFT payment method. 03 Nov

More information

YOUR QUICK START GUIDE TO CREATING AN INTERNATIONAL WIRE

YOUR QUICK START GUIDE TO CREATING AN INTERNATIONAL WIRE YOUR QUICK START GUIDE TO CREATING AN INTERNATIONAL WIRE International Wire functions can be accessed through the Services g Payments menu in Intellix. Your access to different options and information

More information

Individual Training Account Making and Managing Claims for ITA Funding on FIPS

Individual Training Account Making and Managing Claims for ITA Funding on FIPS Individual Training Account Making and Managing Claims for ITA Funding on FIPS October 2017 V2 Table of Contents Information on Claiming ITA Payments 3 Make a Claim (step by step process) 5 Viewing and

More information

Completing your online Tax Return

Completing your online Tax Return Completing your online Tax Return V10 21/06/2018 1 Contents Introduction... 3 Getting started... 4 Completing the online tax return... 6 State Pension... 10 Private Pension... 10 Foreign Income... 11 UK

More information

Hireup s pricing makes sense for everyone. Our users pay less, our workers earn more and our rates come in under the NDIS.

Hireup s pricing makes sense for everyone. Our users pay less, our workers earn more and our rates come in under the NDIS. Fair Pricing Pack 1 Hireup s pricing makes sense for everyone. Our users pay less, our workers earn more and our rates come in under the NDIS. We give people access to affordable support without compromising

More information

WELCOME TO INTERNET BANKING. Provided by Scottish Widows Bank

WELCOME TO INTERNET BANKING. Provided by Scottish Widows Bank WELCOME TO INTERNET BANKING Provided by Scottish Widows Bank INTRODUCTION INTERNET BANKING PUTS YOU IN CONTROL OF YOUR BANKING BY GIVING YOU THE FLEXIBILITY TO ACCESS YOUR SCOTTISH WIDOWS BANK SAVINGS

More information

INVESTOR PORTFOLIO SERVICE (IPS) ONLINE USER GUIDE

INVESTOR PORTFOLIO SERVICE (IPS) ONLINE USER GUIDE INVESTOR PORTFOLIO SERVICE (IPS) ONLINE USER GUIDE HELPING HAND. It s important to keep a close eye on your investments, so we do all we can to lend a helping hand. That s why we ve put together this step-by-step

More information

PFS Direct Payment Card This booklet explains how to activate and use your direct payment card.

PFS Direct Payment Card This booklet explains how to activate and use your direct payment card. PFS Direct Payment Card This booklet explains how to activate and use your direct payment card. Ref: 194/11/17 Contents About this booklet Activation Process 3 Customer Service 3 Cardholder Control Portal

More information

Club Organiser Direct Debit Guide. Published: February 2018

Club Organiser Direct Debit Guide. Published: February 2018 Club Organiser Direct Debit Guide Published: February 2018 1 GETTING STARTED... 3 1.1 DIRECT DEBIT SET UP... 3 1.2.1 ACCESS TOKENS... 4 1.2.2 WEBHOOK ENDPOINT... 4 1.2.3 UPDATE CLUB ORGANISER... 5 2 HOW

More information

WELCOME TO BOSS REVOLUTION BILL PAYMENT

WELCOME TO BOSS REVOLUTION BILL PAYMENT Bill Payment WELCOME TO BOSS REVOLUTION BILL PAYMENT Why Bill Payment? Consumer Convenience Retailer Foot Traffic Cash One Stop Shop Proof of Payment Revenue Bill Payment Benefits 1. 3000 Billers 2. Nationwide

More information

Banking system upgrade

Banking system upgrade Banking system upgrade Business Guidebook Helping you through our banking system upgrade We re upgrading our banking system this fall to improve our ability to meet your needs, innovate and grow. The upgrade

More information

GreekBill & Delta Gamma Soaring to New Heights. GreekBill Quick-Reference Guide

GreekBill & Delta Gamma Soaring to New Heights. GreekBill Quick-Reference Guide GreekBill & Delta Gamma Soaring to New Heights GreekBill Quick-Reference Guide Click here for video tutorials on how to use Greek Bill. http://deltagammasupport.greekbill.com/ Chapter Dashboard: The Chapter

More information

Welcome to your Nationwide MySave Online Account

Welcome to your Nationwide MySave Online Account Welcome to your Nationwide MySave Online Account This guide will tell you everything you need to know about the account and help you make the most of it. If you have any further questions, you can call

More information

Year 2016: Sage BusinessWorks Year End Tips Guide

Year 2016: Sage BusinessWorks Year End Tips Guide Year 2016: Sage BusinessWorks Year End Tips Guide Table of Contents Topic Page Year 2016: Sage BusinessWorks Year End Tips Guide... 1 Table of Contents... 1 Year 2016: Year End Tips for Sage BusinessWorks...

More information

IRA FMV and Contribution Report Wizard Instructions for Tax Reporting Service Clients

IRA FMV and Contribution Report Wizard Instructions for Tax Reporting Service Clients IRA FMV and Contribution Report Wizard Instructions for Tax Reporting Service Clients Wizard Purpose The IRA FMV and Contribution Report Wizard must be completed by financial organizations with a 5498

More information

Introduction to Client Online

Introduction to Client Online Introduction to Client Online Trade Finance Guide TradeFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging In 4 Welcome

More information

Parents Guide to School Gateway

Parents Guide to School Gateway Parents Guide to School Gateway Account Activation Open the email invitation from your school. Follow the link in the email as instructed Select Send a PIN to my mobile. Wait a few minutes for the PIN

More information

Points Of Discussion

Points Of Discussion Provisional Tax Provisional Tax Points Of Discussion Overview Who is liable for Provisional Tax Who is not liable Exemption: Interest Income Estimates of Taxable Income When is Provisional Tax Paid Provisional

More information

Using the Merger/Exchange Wizard in Morningstar Office

Using the Merger/Exchange Wizard in Morningstar Office in Morningstar Office Overview - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Can I use the Merger Wizard for all security types? - - - - - - - - - - - - - - - - - - 1 Can

More information

Smart Exit Digital Process for FundsAtWork

Smart Exit Digital Process for FundsAtWork Smart Exit Digital Process for FundsAtWork Help guide At Momentum we are always innovating and looking for ways to improve our processes and make our clients lives easier. With that in mind we ve developed

More information

DTE Energy retirees: Welcome to PayFlex

DTE Energy retirees: Welcome to PayFlex DTE Energy retirees: Welcome to PayFlex You are enrolled in a Retiree Reimbursement Account (RRA). Your new RRA comes with some great tools to help you manage your account. Through the PayFlex member website,

More information

Credit Bureau Services, LLC Client Reference Manual

Credit Bureau Services, LLC Client Reference Manual Credit Bureau Services, LLC Client Reference Manual Doing work that matters, For our clients, for our consumers, For our community TABLE OF CONTENTS CHAPTER 1: INTRO... 1-3 TABLE OF CONTENTS... 1 WELCOME

More information

Getting started with Alliance Trust Savings How to guide

Getting started with Alliance Trust Savings How to guide Getting started with Alliance Trust Savings How to guide Contents Getting started 05 How to... Log in 07 How to... Set up a Direct Debit 10 How to... Set up regular monthly dealing 12 How to... Change

More information

User Document: Merchant Partners First Mile Middleware Electronic Payment Processing

User Document: Merchant Partners First Mile Middleware Electronic Payment Processing User Document: Merchant Partners First Mile Middleware Electronic Payment Processing R.O. Writer Version 1.31 R.O. Writer Version 2.0 October 2016 The R.O. Writer name and logo are properties and registered

More information

Frequently Asked Questions about your Upgraded Account.

Frequently Asked Questions about your Upgraded Account. Systems Change Guide Changes Begin 9.29.17 Frequently Asked Questions about your Upgraded Account. Review this guide to answer questions about our system upgrades, and information about your accounts.

More information

Version Quick Guide to Corporate Online Banking

Version Quick Guide to Corporate Online Banking Version 13.2018 Quick Guide to Corporate Online Banking 1 Logging in Go the bank's website. Click the Corporate tab and click the Login button at the top right. In the tab at the top, choose whether you

More information

Canada Life Automated Self Service

Canada Life Automated Self Service Canada Life Automated Self Service User Manual How to renew a policy cl ss Canada Life Automated Self Service How do I access? can be accessed at www.canadalife.co.uk/class or through the main Canada Life

More information

Online Payment Portal

Online Payment Portal Online Payment Portal Frequently Asked Questions Q: How does the Agent Payment Portal work? A: Simply log on to your TravelPay account, via the Travel Agent login button on the www.travelpay.com.au website.

More information

ALLIEX CORPORATION. Alliex Multi-Currency Payment Plug-in for EC-CUBE ver X.en USER GUIDE. Version 1.2.2

ALLIEX CORPORATION. Alliex Multi-Currency Payment Plug-in for EC-CUBE ver X.en USER GUIDE. Version 1.2.2 ALLIEX CORPORATION Alliex Multi-Currency Payment Plug-in for EC-CUBE ver. 2.12.X.en USER GUIDE Version 1.2.2 ALLIEX MULTI-CURRENCY PAYMENT PLUG-IN FOR EC-CUBE VER. 2.12.X.EN USER GUIDE Ver. 1.2.2 Alliex

More information

The SchoolMoney User Guide

The SchoolMoney User Guide The SchoolMoney User Guide This user guide will take you through all of the basic functions of SchoolMoney including; setting up a payment, sending texts out to parents, and managing the payments. Anything

More information

BUILDSMART DEBTORS. SmartAct. Authorized Training Manual

BUILDSMART DEBTORS. SmartAct. Authorized Training Manual BUILDSMART DEBTORS SmartAct Authorized Training Manual - 1 - - 2 - SmartAct Authorized Training Manual Notice This document and the Buildsmart software may be used only in accordance with the accompanying

More information

You will need to have the legal names, social security numbers and birth dates for all of your dependents before you start.

You will need to have the legal names, social security numbers and birth dates for all of your dependents before you start. Welcome to the UD online enrollment platform! Click on the Enroll Now button to begin enrollment or feel free to browse the tabs on the page for valuable information. You will need to have the legal names,

More information

How to Get Your Phillips 66 Pension Benefits For Former Employees

How to Get Your Phillips 66 Pension Benefits For Former Employees How to Get Your Phillips 66 Pension Benefits For Former Employees 1 2 3 Initiate your retirement process Elect your form of pension payment Sign and return your pension paperwork Start Here Get started

More information

ELECTRONIC BILL PAYMENT OVERVIEW

ELECTRONIC BILL PAYMENT OVERVIEW ELECTRONIC BILL PAYMENT Our online electronic bill payment system allows you to pay bills through our secure Internet server. You may schedule a payment; schedule recurring payments to be issued automatically;

More information

Approved issuer levy (AIL)

Approved issuer levy (AIL) IR 395 April 2017 Approved issuer levy (AIL) A A guide for payers www.ird.govt.nz 1 Introduction If you (a borrower) pay interest to a non-resident lender (the person who you ve borrowed from), and want

More information

Current Account Conditions and AccounT Information.

Current Account Conditions and AccounT Information. Current Account Conditions and AccounT Information. If you open an account with us it will be with Yorkshire Building Society (trading as Norwich & Peterborough Building Society, Norwich & Peterborough

More information

8.0 BANKING. 8.1 Overview. 8.2 Multiple Bank Accounts Funds Transfers Cancelling a Funds Transfer

8.0 BANKING. 8.1 Overview. 8.2 Multiple Bank Accounts Funds Transfers Cancelling a Funds Transfer 8.0 BANKING 8.1 Overview As you enter receipts from your customers and payments to your suppliers and expense accounts, Payperwork automatically updates the relevant bank account. The default bank account

More information

The best way to bank just got better.

The best way to bank just got better. The best way to bank just got better. New, enhanced mobile and online banking services are coming. Details inside. customersbank.com 2 A letter from our President & COO Dear Neighbor: We are always striving

More information

Manage your business accounts the easy way with AccèsD Affaires

Manage your business accounts the easy way with AccèsD Affaires c00 Manage your business accounts General information about accounts and transactions c01 The tab groups menus of the chequing accounts, investments, RRSPs and loans registered in your business profile.

More information

Getting started with ecommerce

Getting started with ecommerce Getting started with ecommerce Once you have indicated that you would like to add ecommerce to your SignUp or Spaces modules, we will enable the ecommerce option for you. You will then see an E-Commerce

More information

User guide for employers not using our system for assessment

User guide for employers not using our system for assessment For scheme administrators User guide for employers not using our system for assessment Workplace pensions CONTENTS Welcome... 6 Getting started... 8 The dashboard... 9 Import data... 10 How to import a

More information

Opening an Account on Schwab Retirement Center

Opening an Account on Schwab Retirement Center Opening an Account on Schwab Retirement Center (With the ability to request and review 408(b)(2) Fee Disclosure Reports) For Charles Schwab Trust and Custody Services Opening an Account/Requesting 408(b)(2)

More information

Posting Deposits in Munis Monroe County, WI

Posting Deposits in Munis Monroe County, WI 2014 Posting Deposits in Munis Monroe County, WI The Treasurer s Office is responsible to the proofing and posting of receipt batches. This documents outlines the daily deposit procedure in Munis. Staff,

More information

Employer Portal Guide PayFlex Health Savings Account (HSA)

Employer Portal Guide PayFlex Health Savings Account (HSA) Employer Portal Guide PayFlex Health Savings Account (HSA) This guide is designed to help you easily manage your HSA program from your online employer portal. 69.02.304.1 B (1/16) Get started Go to payflex.com.

More information

Hello. Classic Classic Plus

Hello. Classic Classic Plus Hello. Classic Classic Plus Welcome to a different kind of banking. Hello, welcome and above all, thank you for opening a current account with TSB. You ve joined a bank that isn t like any other bank.

More information

Registering a Deal and Requesting Waivers

Registering a Deal and Requesting Waivers Registering a Deal and Requesting Waivers May 2010 2010 Fannie Mae 1 Welcome to Registering a Deal and Requesting Waivers, part of a six-module course on the processes and applications you use in completing

More information

Filing An Online Claim

Filing An Online Claim Filing An Online Claim For Unemployment Benefits in Michigan To apply for unemployment benefits, first go to http://www.michigan.gov/uia 1 Commonly Used Terms Calendar Quarter (QTR): A period of 3 consecutive

More information

Online Enrollment Instructions

Online Enrollment Instructions Online Enrollment Instructions First Financial Group of America is happy to provide you with an on-line web based benefits communication system. Here you can enroll in or make changes to your Cafeteria

More information

Warehouse Money Visa Card Terms and Conditions

Warehouse Money Visa Card Terms and Conditions Warehouse Money Visa Card Terms and Conditions 1 01 Contents 1. About these terms 6 2. How to read this document 6 3. Managing your account online 6 4. Managing your account online things you need to

More information

For investment professionals only. Not to be relied upon by private investors.

For investment professionals only. Not to be relied upon by private investors. For investment professionals only. Not to be relied upon by private investors. First, find your client through client search by selecting Servicing, or if you have recently viewed their accounts, select

More information

Questions & Answers (Q&A)

Questions & Answers (Q&A) Questions & Answers (Q&A) This Q&A will help answer questions about enhancements made to the PremiumChoice Series 2 calculator and the n-link transfer process. Overview On 3 March 2014, we introduced PremiumChoice

More information

Your Guide to the Personal Finance Portal (PFP)

Your Guide to the Personal Finance Portal (PFP) Your Guide to the Personal Finance Portal (PFP) Introduction to the Personal Finance Portal Access to the Personal Finance Portal (PFP) is provided as part of our Ongoing Service for investment customers.

More information

Using ipipeline igo e-application with Foresters Financial

Using ipipeline igo e-application with Foresters Financial Presents Onboarding Using ipipeline igo e-application with Foresters Financial Foresters Financial and Foresters are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit

More information

Job Aid. TPO Process Lump Sum Quotation

Job Aid. TPO Process Lump Sum Quotation Table of Contents Overview... 3 Objectives and simulation link... 3 Enterprise Roles... 3 Menu Path... 3 Process Lump Sum Entitlement... 4 General Overview on the Subsequent Process... 8 Umoja Training

More information

WHEDA-Connect Administrators and Users Manual

WHEDA-Connect Administrators and Users Manual WHEDA-Connect Administrators and Users Manual Page left blank intentionally. WHEDA 1.0 Overview: WHEDA-Connect 1 Last Revised Date: October 16, 2017 Table of Contents 1.0 Overview: WHEDA-Connect... 3 2.0

More information

Cash Counting Sheet & Closing

Cash Counting Sheet & Closing Cash Counting Sheet & Closing Purpose The Cash Counting window allows you to reconcile your cash and balance your drawer(s). You have the option of tracking and closing multiple cash drawers and multiple

More information

Payroll End-of-Year 2016/17 Processing (Australia).

Payroll End-of-Year 2016/17 Processing (Australia). Payroll End-of-Year 2016/17 Processing (Australia). Export date: 29 May 2017 Attaché Software Australia Pty Ltd ACN 002 676 511 ABN 32002676 511 Level 5, 118 Talavera Road, Macquarie Park NSW 2113 Australia

More information

Make a One Time Payment

Make a One Time Payment Make a One Time Payment Masterpiece Platinum Portfolio Masterpiece Don t want to log in to pay your premium? Making a one-time payment is easy. Just follow the steps below to quickly pay your invoice.

More information

Guide to making payroll updates

Guide to making payroll updates For scheme administrators Guide to making payroll updates For employers using our system to assess workers Workplace pensions CONTENTS About payroll updates... 4 When should I update my payroll?... 4 How

More information

Welcome to Lending Loop

Welcome to Lending Loop A Guide to Lending Welcome to Lending Loop A Smarter Way to Lend This guide contains all the information you will need to start lending with Lending Loop. We ve designed our process with you in mind and

More information

Banner Budget Reallocation Step-by-Step Training Guide. Process Opens March 12 and Closes April 5PM

Banner Budget Reallocation Step-by-Step Training Guide. Process Opens March 12 and Closes April 5PM Banner Budget Reallocation Step-by-Step Training Guide Process Opens March 12 and Closes April 20th @ 5PM 1 Sign in to the CC Single Sign-In System Click on Banner 2 Select Finance from either the tabs

More information

IRAdirect User Guide Tax Reporting Service

IRAdirect User Guide Tax Reporting Service IRAdirect User Guide Tax Reporting Service It is understood that the publisher is not engaged in rendering legal or accounting services. Every effort has been made to ensure the accuracy of the material

More information

2018 Online Benefits Enrollment Guide ENROLLMENT GUIDE. Information you need before beginning enrolling 2. Important Definitions and Age Limitations 3

2018 Online Benefits Enrollment Guide ENROLLMENT GUIDE. Information you need before beginning enrolling 2. Important Definitions and Age Limitations 3 ENROLLMENT GUIDE Information you need before beginning enrolling 2 Important Definitions and Age Limitations 3 Navigating to and Logging-on to PeopleSoft HRMS 4-5 Navigating to Self Service Online Benefits

More information

Georgia Institute of Technology

Georgia Institute of Technology Georgia Institute of Technology Electronic Cost Transfers for Campus Administrators Publication Date: March 2006 Latest Revision Date: January 2011 Electronic Cost Transfer Table of Contents OVERVIEW KEY

More information

GMS. Cleansing the Database

GMS. Cleansing the Database GMS Cleansing the Database Introduction One of the major issues with GMS is data. The data on the system has been in existence for approximately 10 years and it is highly likely that the data has never

More information

Personal Banking Terms and Conditions. Effective from 13 January 2018

Personal Banking Terms and Conditions. Effective from 13 January 2018 Personal Banking Terms and Conditions Effective from 13 January 2018 Contents About this agreement 4 1. Who s this agreement between? 4 2. How do we contact each other? 4 3. What does this agreement cover?

More information

Introduction to Client Online

Introduction to Client Online Introduction to Client Online Bibby Factors International Guide 1 InternationalFactoringNewClientBibbyUKopsSept15 Introduction 3 Logging In 5 Welcome Screen 6 Navigation 7 Viewing Your Account 9 Invoice

More information

Manage Your Account. User Guide. Retirement planning made easier by Legal & General

Manage Your Account. User Guide. Retirement planning made easier by Legal & General Manage Your Account User Guide Retirement planning made easier by Legal & General Contents What is Manage Your Account (MYA)? 2 How does it work? 3 Why use MYA? 3 Manage Your Account step by step 4 Starting

More information

REMOVING A BAD DEBT BALANCE FROM ACCOUNTS RECEIVABLE

REMOVING A BAD DEBT BALANCE FROM ACCOUNTS RECEIVABLE FINANCE AND ACCOUNTING Tutorial: REMOVING A BAD DEBT BALANCE FROM ACCOUNTS RECEIVABLE How to assign a reserve to outstanding customer invoices and create a bad debt receipt. Contents Customers with uncollectable

More information

6.6.8 Does the Vendor provide automated sponsor contract payments for students?

6.6.8 Does the Vendor provide automated sponsor contract payments for students? RFP 04-2017 Merchant Card Processing Services Q & A Q & A#1-11/16/2017 6.6.8 Does the Vendor provide automated sponsor contract payments for students? Many of the CWI students have sponsors who pay their

More information

Maria Pappas. Cook County Treasurer

Maria Pappas. Cook County Treasurer Maria Pappas Cook County Treasurer Re: Tax Year 2016 2nd Installment Third Party Agent (TPA) Program Dear TPA Program Participants: The TPA Program web site (available at www.cookcountytreasurer.com/tpa)

More information

Washington Health Benefit Exchange. 5.0 Washington Healthplanfinder System Release

Washington Health Benefit Exchange. 5.0 Washington Healthplanfinder System Release 5.0 Washington Healthplanfinder System Release September, 2017 5.0 System Release Outage September 2017 September 2017 Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 2 3 4 5 6 7 8 9 Washington

More information

Introduction to Client Online

Introduction to Client Online Introduction to Client Online Construction Finance Guide ConstructionFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging

More information

IPO VITAL SIGNS. Participant Training Guide

IPO VITAL SIGNS.  Participant Training Guide IPO VITAL SIGNS http://ipovitalsigns.com February, 2008 Table of Contents Introduction...2 Course Objectives...2 IPO Vital Signs Login...3 Search IPO Vital Signs...4 Using the IPO Process for Law Firms

More information

ONLINE MORTGAGE SERVICE USER GUIDE. Provided by Scottish Widows Bank. This material is for use by UK intermediaries only

ONLINE MORTGAGE SERVICE USER GUIDE. Provided by Scottish Widows Bank. This material is for use by UK intermediaries only ONLINE MORTGAGE SERVICE Provided by Scottish Widows Bank USER GUIDE This material is for use by UK intermediaries only INTRODUCTION WELCOME TO SCOTTISH WIDOWS BANK. OUR ONLINE MORTGAGE SERVICE OFFERS YOU

More information

Accessing and Using CentreSuite

Accessing and Using CentreSuite Scotia Visa Business Card Accessing and Using CentreSuite Table of Contents Introduction... 2 How to Log In... 2 CentreSuite Overview... 3 FAQs... 7 Contact Us... 9 Version 2.4 Introduction This guide

More information

Manual Asset Based Finance Manager

Manual Asset Based Finance Manager Deutsche Bank Global Transaction Banking Manual Asset Based Finance Manager January 2018 Table of Contents 1. Working with Deutsche Bank Asset Based Finance Manager (ABF Manager) 03 2. Before you start

More information

ezbusiness // User Guide

ezbusiness // User Guide ezbusiness // User Guide Getting Started...2 Logging In... 2 View Account Details... 2 Setting Alerts...4 Updating Cardholders...5 Adding a New Cardholder... 5 Removing a Cardholder... 6 Editing a Cardholder

More information

Form 3921 Guide. December Form 3921 Guide December

Form 3921 Guide. December Form 3921 Guide December Form 3921 Guide December 2017 Form 3921 Guide December 2016 1 Table of Contents I. Introduction to Form 3921... Page 3 IRC Section 6039 and Form 3921 History Who Must File What is Filed II. Form 3921 Requirements...

More information

TRAVEL PORTAL INSTRUCTIONS

TRAVEL PORTAL INSTRUCTIONS TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE

More information

Wales (Registered Number FC Branch No: BR000696), as an Overseas Company with Registered Office: 15-17, King Street, London EC2V 8EA We a

Wales (Registered Number FC Branch No: BR000696), as an Overseas Company with Registered Office: 15-17, King Street, London EC2V 8EA We a Wales (Registered Number FC 004460 Branch No: BR000696), as an Overseas Company with Registered Office: 15-17, King Street, London EC2V 8EA. 27.2 We are covered by the Financial Services Compensation Scheme

More information

Disability and Life Online Claims Submission

Disability and Life Online Claims Submission Disability and Life Online Claims Submission User Manual for Employers 38177CAEENABC 06/13 The contents of this manual should not be considered legal advice or recommendations. You should work with your

More information

VFW Auxiliary. MALTA Training Auxiliary Treasurers June Unwavering Support for Uncommon Heroes tm

VFW Auxiliary. MALTA Training Auxiliary Treasurers June Unwavering Support for Uncommon Heroes tm MALTA Training Auxiliary Treasurers June 2017 Training Items Navigating to Duties Update Payment Method Update Dues Amounts Purchase Bond Get a List of Members Pay Annual Members Dues Correct a Mistake

More information

Department - Administrator s Manual

Department - Administrator s Manual BOSTON COLLEGE Department - Administrator s Manual 2018 P R O C U R E M E N T S E R V I C E S Date Published: 1/29/18 1 Table of Contents: Overview: Department P-Card Administrator Section 1: Responsibilities

More information

PayBiz Direct Debits

PayBiz Direct Debits PayBiz Direct Debits 3/08/2017 Contents Direct Debits... 2 Debtor Setup... 2 Company Setup... 3 Batch Direct Debits... 4 Create the Direct Debit Export File... 5 Direct Debits Debtors (customers) can be

More information

CashManager Home. Getting Started and Installation Guide

CashManager Home. Getting Started and Installation Guide CashManager Home Getting Started and Installation Guide 1. Place the CD in your computer s CD drive and install CashManager. If a window pops up stating that the publisher could not be verified, click

More information