Updates To The Reliance Bank Mobile Banking App February 2018 Table of Contents: (Click on a section to navigate there.) Add a Biller in BillPay (Person) – page 2 Add a Biller in BillPay (Company) – page 4 Bill Capture – page 6 Paying A Captured Bill From The To Do List – page 7 On-Device Enrollment – page 8 Manually Change Passwords – page 10 Reset Forgotten Passwords – page 11 Change Password Prompts – page 12 Missing E-Mail Prompts – page 13
13
Embed
Updates To The Reliance Bank Mobile Banking App€¦ · Updates To The Reliance Bank Mobile Banking App February 2018 Table of Contents: (Click on a section to navigate there.) Add
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Updates To The Reliance Bank
Mobile Banking App
February 2018
Table of Contents:
(Click on a section to navigate there.)
Add a Biller in BillPay (Person) – page 2
Add a Biller in BillPay (Company) – page 4
Bill Capture – page 6
Paying A Captured Bill From The To Do List – page 7
On-Device Enrollment – page 8
Manually Change Passwords – page 10
Reset Forgotten Passwords – page 11
Change Password Prompts – page 12
Missing E-Mail Prompts – page 13
2
Adding a Contact that
is already in the
device’s contact list.
Add A Biller in BillPay (Person):
Previously, you could not add a new biller (Company or Person) in the BillPay system from your Mobile App. BillPay
functioned on mobile only for payment to existing payees, and you would have to log into Retail Online in order to
add a new biller.
Now, simply select “Manage Contacts” from the Payments landing screen.
If the new biller is already a contact in the device’s contact list, simply begin typing the person’s name in the “Add
Contact Name” screen. You will be able to choose the name from a list of suggested contacts.
Select “Manage
Contacts” from the
Payments landing
screen.
BACK TO TOP
Adding a Contact that
already appears in
the device’s contact
list.
3
If the person you are adding is NOT in the device’s contact list, the app will ask if the contact is a Company or a
Person. After selecting “Add As Person,” you will be able to verify the contact’s name.
In both cases, the remaining steps will vary depending on whether or not the contact entered is already a registered
Popmoney user.
If the contact IS a Popmoney user, you will be able to select a token (e-mail address or phone number) through
which the contact will receive payment notifications. After selecting the “Notify Method,” you will see the
confirmation screen.
Adding a Contact that
is NOT already in the
device’s contact list.
Confirmation screen
when contact is
already a Popmoney
user.
4
If the contact is NOT a Popmoney user, you will need to add an e-mail address or phone number where the contact
can receive payment notifications. The confirmation page provides further information about how the contact will be
notified and what happens if he/she does not claim the money.
Add A Biller in BillPay (Company):
Begin by typing the name of the Company on the “Add Contact Name” screen. A list of potential companies that
match the name entered will appear. Select the appropriate company name, or there is an option to add a new
contact if the correct name does not appear on the list.
Adding contact info
and Confirmation
screen when contact
is NOT already a
Popmoney user.
Adding a new
company biller in
BillPay.
BACK TO TOP
5
If the name appears on the list, you will then enter your account information for this biller (your account number
with that company). When the biller has been successfully added, you will see the confirmation screen.
If the name of the company does not appear on the suggested list, it is most likely not set up to receive electronic
payments. You can still set up that company for payment by check. You will need to enter additional information,
such as the company’s address and phone number, as well as your account information. The confirmation screen
will inform you that you have the ability to pay this biller by paper check.
Adding your
account info and
Confirmation
screen.
Entering the company’s address and phone number information, your account info, and
the Confirmation screen which verifies the ability to pay by paper check. BACK TO TOP
6
Bill Capture:
The new Bill Capture feature of BillPay on the Mobile App takes going green to a new level! Now you can take a
photo of a paper bill with your device’s camera and pay that bill digitally at the time of image capture, or later at your
convenience. Begin by selecting “Bill Capture” from the Payments landing screen.
Click on “Take A Picture” when you arrive on the Bill Capture landing screen to get started. Bill Capture is able to
extract certain information from the bill automatically (as long as the image quality is good).
If the captured bill matches an existing payee and the captured information is correct, tapping the “Save” button
saves the bill and takes you to another screen. If the captured information is not correct, it can be edited before
pressing “Save.” On the next screen, you can tap “Pay” to schedule a payment, or you can tap “Finish” to return and
pay the saved bill later. (See next section for how to use the “To Do List.”)
Select “Bill Capture”
from the Payments
landing screen.
Verify that the captured
information is correct,
then either schedule a
payment or choose to
finish later.
7
If the payee is new, you can navigate to your contacts page and select “Contact Not Listed – I will add later.” You
will then be prompted to add the new contact, and you will do so in the same way as described above. Before
adding the contact, you must verify that you indeed want to link the captured bill to the new contact.
Paying A Captured Bill From The To Do List:
After using Bill Capture to digitize a paper bill, you can choose to pay that bill immediately or finish the payment
later. If you choose to pay later, the bill will be automatically added to your To Do List. To access the To Do List
screen, simply choose the “To Do” icon from the Payments landing screen.
Saving and linking a captured bill to a new biller contact.
BACK TO TOP
Choose “To Do”
from the Payments
landing screen.
8
The To Do List will list all of your pending bill payments, ordered by due date (soonest first). Tap on the bill you wish
to select, and you can either tap on “Edit” to edit the information, or tap on “Pay” to pay the bill. You can also tap “I
have already paid this bill” if you have paid the bill by another payment method, and the bill will be removed from
your To Do List.
On-Device Enrollment:
Previously, you had to sign-up for Mobile Banking by first signing-up for Retail Online using a PC or browser app.
Now, you can enroll in Mobile Banking and Retail Online directly from the Mobile App. (If you enroll via mobile
device and do not yet have Retail Online, you will automatically be enrolled in Retail Online.)
The enrollment process first prompts you for your Account Number, Account Type (checking, savings, etc.), Social
Security Number, E-Mail Address, Date of Birth, and so on.
Sample To Do List,
and Detail screen
for a specific bill.
You can choose to
edit the info, or pay
the bill.
BACK TO TOP
9
You will then be prompted to select a User Name and Password. You will be able to use these credentials to sign into both
the Mobile App and Retail Online.
Finally, you will be asked to select 3 Security Questions and Answers. After enrollment is complete, you will see a
confirmation screen with a button allowing you to log in.
Sample enrollment screen.
(This is just an example, the
actual screen will more
closely resemble our
enrollment screen on Retail
Online.)
Establishing User
Name and Password.
10
Manually Change Passwords:
You can now change your password at any time from within the Mobile App. Begin by accessing the “More” menu
and tapping “Change Password.” The “Confirm Password” screen will prompt you to enter your current password.
The “Edit Password” screen will ask you to choose a new password following the guidelines, then enter it again to
confirm. Changing a password within the Mobile App also changes it within Retail Online. For security purposes, after
processing a password change, the program will sign you out and you must sign in again using your new password.
Confirmation screen
with option to log in.
BACK TO TOP
Select “Change Password”
from the “More” landing
screen, confirm your current
password, and finally select a
new password that follows
the guidelines.
BACK TO TOP
11
Reset Forgotten Passwords:
You can now reset a forgotten password directly from your Mobile App. The process is similar to that used when
resetting a password on Retail Online.
On the sign in screen, tap “Reset Password,” and the “Forgot Password” screen appears. The screen will ask you for
your User Name, last 4 digits of your SSN, and your e-mail address. (The e-mail address must match the one you
used to sign-up for Mobile Banking or Retail Online.) Tap the “Reset Password” button.
You will be sent a temporary password to the e-mail address you provided. This temporary password will expire after
30 minutes. After signing in with the temporary password, you will be asked to enter your current password (which is
now the temporary password) and then select a new password. These steps will be similar to those described above.
REMEMBER: You will then be signed out and asked to sign in again with your new password. This will also change
your password in Retail Online.
Enter the required
information on the “Forgot
Password” screen, then tap
“Reset Password.”
BACK TO TOP
12
Change Password Prompts:
When a password expired previously, you would not receive a prompt on the Mobile App to change your password.
Instead, it would simply give a notification as though your password was incorrect. The Mobile App will now prompt
you to change your password when it is necessary to do so.
The app will simply display an “Establish Credentials” screen and ask you to select and confirm a new password
within the guidelines. REMEMBER: You will then be signed out and asked to sign in again with your new password.
This will also change your password in Retail Online.
The “Establish Credentials”
screen appears when you are
prompted to change your
password within the Mobile
App.
BACK TO TOP
13
Missing E-Mail Prompts:
Retail Online and Mobile Banking require an e-mail address so that the program can communicate with you, such as
when a password is changed or eStatements are available. If the program does not find an e-mail address in your
profile during the Mobile Banking enrollment or sign-in process, the Mobile App will now display an “Establish
Profile” screen at the end of the process. This screen will prompt you to enter and confirm an e-mail address.