F090 Welcome Screen 7. The download option in the Accounts and 10. Finally before the transaction is made, you Account Transaction options provides you with the will need to authorise the transaction by entering 1. Several windows on the Welcome screen are used to display information about your accounts facility to export your transaction history in a your password. and transactions. specified format to your personal computer (hard 11. For all transfers the system will provide a drive or diskette). This file may then be transferred “confirmation” of each transfer which we 2. The top window displays immediately after to an accounting software packages or a recommend you print and file with your payment sign-on only, the date and time when you last spreadsheet to sort into a particular order to assist records. with account reconciliation. logged on successfully Future Payments 3. Other windows include: Transact 12. Future Payments in the top menu displays A list of the last 5 transactions on your main 8. The “Transact” button in the top menu bar the list of periodical payments. Click on the “more” account. There is a link to a full transaction list will enable you to perform four types of value link to view full details of the periodical payment or for this account. transactions. A drop down menu of options will be to amend or delete future payments. A list of all your other accounts with a link to displayed. Account details for each account. Transfer funds enable you to transfer funds Personal Payees A list of future payments due within the next 30 between your accounts or to other accounts 13. Personal Payees in the top menu to store days with a link to the periodical payment within the CDF. The receiving account does not payee details for transfers and external transfers. details for each future payment have to be “linked” to CDF Online. For example This option allows you to set up details of regular you could transfer funds to school or parish, payees to avoid having to re-key details every time 4. The appearance of the welcome screen providing you obtain the relevant account you want to transfer funds to them. can be customised by selecting “customise” under number. the “other” menu and selecting the following Credit External enables you to transfer funds to 14. The screen has the links to make a options: the commercial bank account you have payment to the payee or to view/amend/delete Personalise account names. registered for this purpose with the CDF.(see payee details. Select a Main display account hints) Accounts in the Account List Debit External is used to transfer funds to your CDF account from the commercial bank Other Accounts account you have registered for this purpose 15. The “Other” tab on the top menu bar with the CDF. (see hints) enables you to perform the following functions from 5. The Full Account List screen displays a list the drop down menu: of all your accounts. To view more information Multi Funds enables you to make multiple transfers through a single debit. For example Interest details about each account click on the account number Statement Details you can make multi transfers and multi external (see the “pointing hand”) to display the “Account Stop Cheque details” screen. transfers. You cannot do multi external debits. Customise 9. With each of the above transactions you Change Password 6. The “Accounts details” screen displays will have the option to either: more information about your account. This screen 16. The interest details screen displays the has the following links: Pay Now which enables you to authorise payment immediately current and previous year’s interest earned or paid Full Transaction History on your accounts. You will not see the amount of Pay Later which enables you to pay a single Transfer (see Para 7) future payment at a future date or establish a accrued interest – only interest that has been Credit External (see Para 7) debited or credited to your accounts. Debit External (see Para 7) regular future payment at a specified interval or period with or without an expiry date Download F090 17. The statement details screen shows you Hints and Tips the transaction detail of an account over a period Logoff specified by you and allows you to print this detail in You must Logout to close a session. If you do not a statement format. Logout, CDF Online will log you off after 5 minutes 18. Details shown on the statement will include: and the internet session will be terminated after a Beginning and End dates nominated by you further 2 minutes. Name of the account Password and Login Details of transactions in statement format. Your password should not be easily identifiable or 19. The following customisation options are based on easily accessible personal data. available. PO Box 1887 If you forget your password or it has been blocked by CANBERRA CITY To change your Login Name the system because it has been incorrectly entered a ACT 2601 To change your Access Code number of times, telephone the CDF during office Phone (02) 6201 9670 To personalise your Account Names hours to arrange for a new temporary password to Fax (02) 6201 9869 To remove or include Accounts in the Account be issued. When you log onto the system you will be List displayed on the Welcome Page prompted to change your password once again To select which Account is to be displayed however, the system will not allow you to use your previous password for security reasons. listing the latest transactions on the Welcome Page Transfer Timings. CDF ONLINE 20. Change Password or Login option allows Please note all external credit and debit transactions you to change your login or password with another are processed by the CDF by 3pm each working that is a minimum of 6, maximum of 12 characters with at least two numbers. day. If these transactions are submitted after 3pm or on a weekend, a public holiday or bank holiday then USER GUIDE 21. Secure Email option allows you to contact they will be processed on the next banking day. the CDF for help or CDF Online enquiries. Please Access to the transferred funds at your commercial do not use this option to address issues about your bank is available after midnight on the day of transfer. accounts or other products and services offered by Future transfers can be changed or cancelled up to the CDF. midnight on the business day before the scheduled Logout date. www.cdf.cg.catholic.org.au Daily Limit 22. To logout of the CDF Online simply click When you opened the CDF Online Saver Account on the Logout button. Always sign-out when you you stipulated a value limit on the maximum amount have finished with CDF Online. that you may transfer from each of your accounts through the “External Transfer” option per day. ? Help There is no daily limit on transfers between your accounts or to other accounts within the CDF. 23. If you need Help simply click on the ? tab on the top menu bar. Alternatively, you can contact Encryption the CDF during office hours on (02) 6201 9870 for When you sign on to CDF Online a secure session more assistance. Outside office hours please send will be established between your computer and the an email to the CDF Online team via “Secure Mail” CDF. You will not be able to connect to CDF Online which can be found within the “Other” option in the sign in page unless your browser connects with full top menu bar. 128 bit encryption. You can confirm your session is 01 August 2006 encrypted by the appearance of a “lock” symbol at the foot of the browser.