AndroPay User Manual
Contents
1. Identity Confirmation Answer the following question to receive your password User Name Demo Question What state is AndroPay Answer Maine Step 2 Answer your personal challenge question Your password has been sent to you A new generic password has been sent to the email address listed on file with your User Name We recommend using the Copy and Paste function with this password as they are a computer generated assortment of numbers letters and symbols 2 May 2012 AndroPay Admin Center Getting Started Welcome Page The Welcome Page below is your Home Page for AndroPay and allows you to access all of the services it provides These are accessed by using the four User Functions found at the upper left hand corner of the Welcome Page Home Help User Functions Welcome My Account File Management Review Data Bill Presentment Support Team 1 877 227 1157 support unipaydirect co Logged In As Demo Log Out Need to change Monitor this section for updates Users Click her to on new features functionality log out at any time and scheduled maintenance Home Help User Functions My Account File Management Review Data Bill Presentment Home Help User Functions Welcome My Account AOS eS Manage your Account Review Da Bill Presentment The Function Menu above is your key to the many capabilities of UniPay Gold To access a function2. AndroPay Powered by UniPay USER MANUAL AndroPay Admin Center Getting Started Introduction The Customer Administration Center or Admin Center is your central site for all things AndroPay Through the Admin Center you can upload your payment files to the system as well as download your lockbox files This is where you will go to manage the access of your staff to the AndroPay site and maintain information about your own account You can also view reports and information regarding the payments you have received Logging In To access the Customer Administration Center go to https admin andro pay com login aspx a Support Team nN d ro Pa ee aa i Torts cord by UntiPayiirect Home Help User Name Your user name is permanent Log In and will be assigned when you are first set User Name Demo up for access on the AndroPay System Password essesseses Password Your password will originally be assigned by a AndroPay team member or by the Administrator in your munici Forgot Your Password i pality This Password can be changed at any time but must be a minimum of 7 Forgot your password Just characters including 1 symbol etc click the link and follow the screens below Forgot Your Password Not a problem Just click the link shown above and follow these steps Home Help Forgot Your Password Enter your User Name to receive yi Home Help User Name Demol
3. just drag your mouse over the appropriate category A second drop down menu of the functions available in that category will appear to the right Holding your mouse over the My Account category for example will reveal the two options shown above Select the function you need such as Change Password and the system will take you to the next screen 3 May 2012 AndroPay Admin Center My Account My Account The My Account classification contains the Login and Change Password functions This section is available to all users to manage their own personal accounts Login Use this function to log out of the system and return to the Log In page See Page 9g for Login help By doing this you can log in as a different user on the same computer Change Password This function opens the Change Your Password screen shown below Support Team AndroPay i dy UniPayDireci Hone Help Logged In As Demo Log Out User Functions Change Password My Account File Management Review Data Change Your Password Bili Presentment Password seseeseeeeae lew Password ssssessees Confirm Mew Password eseseseen change Password Cancel Minimum Criteria for Passwords At least 7 total characters in length At least 1 alphanumeric character To create a new password just follow the steps below Step 1 Enter your current password in the Password field Step 2 Enter a new and different password
4. 2012 AndroPay Admin Center File Management Download Lockbox Files continued To Download your lockbox files follow these 3 easy steps Step 1 Select Date Range Enter or choose the date range of the payments you wish to review Support Team AndroPay We nnn ipari ip HP 8 Home Help Logged In As Demotown User Functions Download Lockbox Files My Account AndroPay Test Customer Customer Adin File Management Revier Data Date From 4 26 2012 BW Presentment Select Export File and Date Range Export Auction 2902 OF may 2012 Wf Th O cenere foi Ca a ia Download Date e i l 47 To Date ci a Bak Re owv29 2012 go ad ow2V2012 you can click the calendar icon and ow212012 ow2Vw2012 Step 1 You can either type the date or choose the date needed from the calendar Support Team nd ro Pa Yy Serene aa EEN EA et E LE D Jbp DAP ay Dirnet Horte Help User Functions Download Lockbox Files DE eae AndroPay Test Customer Customer Admit Alle Management Review Data Date From 4 26 2012 Bi Presentment Select Export File and Date Range Export Auction 2012 OGP Auction 2012 LOF Step 2 Select your export type from the Real Estate Personal Property Counter Download Date as l Pron a To Date dropdown menu WAW20972 11330 4 AM OB2320 12 OB2ol2012 HW W20172 1 33 25 PM OBS 12012 OWS 1 2012 BW2Vv20972 1 02 45 PM OBS 4 2042 O82 12012 You can also click
5. By clicking on the transaction type details of the payment will appear at the bottom of the Detail Receipt screen as shown below Top Best Sellers Chargeback Chargeback Date 1 20 2012 9 14 00 AM ChargeBack Reason Wo Account on File Book Number 0003 Book Name Tale of Two Cities After viewing the receipt the three buttons in the upper right hand corner of the Detailed Receipt screen will enable you to Save the receipt Print a copy for your records or for a customer and finally to Close the Detail Receipt Screen E Show imported amount information gt Close Post Date 1 13 2012 4 05 27 PM Confirmation Number 201201131497375 18 May 2012
6. ELELE Cryst My A e days after the due date n AndroPay Test Customer Or maybe a few days Customer Admin _ _ less Just change the date here and click File Management Transaction Review Data Expires Update Expiration Real Estate Dates 5 23 2012 Bill Presentment Real Estate 6 2 2012 Need to remove a file Set the date to today s date or any previous day s date and click Update Expiration Dates 9 May 2012 AndroPay Admin Center File Management Download Lockbox Files To download your electronic Lockbox Files hold your mouse over the File Management button and click on Download Lockbox Files This will take you to the Download Lockbox Files page From this page you can download lockbox files to be electronically posted to your accounting software Support Team A n d ro P a y pens aydirect co Powered by UniPayDirect Home Help As you can see there is a list of previ ous lock box downloads at the bot User Functions Download Lockbox Files tom of the screen This list is specific to the export type you choose and MyAccount AndroPay Test Customer Customer Admin will not be removed for any reason Select Export File and Date Range Always be sure to check the Form File M nent i i We Management and To Dates to avoid downloading Review Data Date From 4 26 2012 the same date twice odii t Export Auction 2012 QP Generate Lockbox File Dow
7. payments received in your chosen date range These totals are sepa aie rated by transaction type and by date Each day is totaled and a grand total is provided in the bottom right corner Bank Reconciliation Report This report was designed to assist in reconciling a range of pay Andro Pay Test Customer ment with you monthly bank statement 02 28 2012 TEST PAY MENT 1 00 Totals Grand Totals 16 May 2012 AndroPay Admin Center Review Data Research The Research function is your area to look up individual payments or to search through payments received using different criteria depending on the transaction type Once you have found the payment s you are looking for you will be able to view a full receipt OO AndroPay Home Help User Functions File Management Review Date Research AndroPay Test Customer Search by Confirmation Number Confirmation Number Search by Transaction Information Date From 2 3 2012 Transaction Real Estate C Show Inactive Account Number Year Results Support Team Logged In As Demotown Log Out You can search by either of the 2 methods shown above Confirmation Number or by Transaction Information If you know the confirmation number enter it in the field and click Search If you do not have the specific confirmation number choose the date range and transaction type you would like to search in You can also narrow your search by t
8. 3 Minimum Password Criteria Password Enter an initial password this can be J232 changed at any time by user At least 7 total characters Password seeesseesee E Mail This email will receive the generic password E At least 1 Alphanumeric Confirm Password TTT Te E Character if the user has to use the Forgot Password Func tion Security Question and Answer Select a security E mail none none com question and answer for the user to verify their What am famous for Security Question identity in the Forgot Password Security Answer Basketball Create User Click here to Create New User Edit User To edit a user s information click the Edit button opposite his or her name on the User Manager screen Shown on page 12 This will bring you to the Edit screen below oe Simply change any information UserName Demo necessary and click update to Email ort nipayteam cor complete If a user has entered the wrong im i assword 3 times they will be IsLockedOut p y locked out Uncheck the box and Update click update to unlock them Delete User To delete a user simply click the Delete button to the right of his or her name Then click the OR button to confirm Support Team 1 877 227 1157 f Dunipaydirect co Help Logged In As De
9. Open if you need to view a file Find the folder you wish to save the file to and click Save While files from the Intemet can be useful some files can pote Generate Lockbox File a You can also change the file name if your anr software has certain naming requirements 4 23 2012 9 31 07 AM KGENGA 04 23 2012 x 4 5 2012 4 02 12 PM KGENGA 04 05 2012 04 05 2012 11 May 2012 AndroPay Admin Center File Management Generate Lockbox Package Besides the ability to download a single file for multiple transactions page 17 you can also download a single zip file with all of your required lockbox files This is helpful when downloading multiple files with different layouts or from different accounting software s To use this feature drag your mouse over the File Management classification and select Generate Lockbox Package This will bring you to the Generate Lockbox Package screen Home Help User Functions Generate Lockbox Packages MyAccount AndroPay Test Customer Customer Admin File Management Review Data Bill Presentment Date Select Exports and Date Range From 4 26 2012 To 5 2 2012 CAN EC Auction 2012 OP C Counter C Real Estate C Counter Taxes C Personal Property C Miscellaneous Support Team Logged In As Demotown Log Out The following steps will walk you through the creation of your lockbox package Step 1 Select Date Range Type or
10. he Look Up information if this is a file based transaction Once you have found the payment s you are searching for click the confirmation number to view the full receipt AndroPay j Liniar Oireet Home Help User Functions fy ACCOLE Customer Acdmirt File Management Review Data Hil Presentment Research AndroPay Test Customer Search by Confirmation Number Confirmation Number 2072022861265 Search by Transaction Information Date Freer 2 af2012 Transaction Real Estate E show Inactive Click the confirmation number to view a full receipt ords Foumd Support Team L 87 7 227 E E es If your transaction type is currently inac tive click here to search for payments made while active htirmiation Mar Transaction Mane Date Time 201720226126 TEST PAYMENT 17 2 26 2012 5 12 32 PM May 2012 AndroPay Admin Center Review Data Research continued Once you click on the Confirmation Number shown on the Research page a screen will open with a full receipt for the payment you selected Save E Show imported amount information Print Post Date 2 28 2012 5 12 32 PM Confirmation Number 20120228128 Sch Conf Number Sch Date Name kristy genga Payment ACH Address 39 church street Type whitinsville ma 01588 Email kristy genga unipaydirect com 877 340 4899 Address Quantity Amount Fee Sub Total action click for details
11. in the New Password field Step 3 Confirm the new password by entering it in the Confirm New Password field You should now see the following prompt Change Password Complete Your password has been changed If you don t you will receive this message indicating the minimum criteria required Change Your Password Password New Password Confirm New Password Password incorrect or New Password invalid New Password length minimum 7 Non alphanumeric characters required 1 Change Password 4 May 2012 AndroPay Admin Center Customer Admin Customer Admin The Customer Admin classification contains the Manage function Only the Administrator set up for your municipality will be able to use this function ser Functions Account ustomer Admin He Management evie Date BiN Presentment Manage As a Customer Administrator you will use the Manage function to review and or edit any of your users The screen below will show all personnel authorized to use AndroPay and the level of that authorization It also allows you to add new users delete existing ones and or edit user profiles AndroPay Linin Dirac t Hone Help Support i 877 22 HEL va User Functions User Manager My Account Customer Admir File Management Review Data Logged InAs Demotown AndroPay Test Customer Log Out C e lio le Pa dq AndroPay Test Customer Demo Customer Users Bl Presentment Qe Add Use
12. le you wish to 2011 RE Arundel 2 csv 2011 RE Arundel csv ARUNDEL RE 2011 csv ARUNDEL RE 2012 csv Copy of Topsham TEST RE INT file csv CORE LOGIC SAMPLE txt Select Transaction Real Estate Short description Data expires on 6 2 2012 The file will be removed at 13AM on the date selected Start IiMport Import Data AndroPay Test Customer File name 2012 Real Estate txt File Size 4 kb File upload complete Please select a file to be imported 2011 RE Arundel 2 c5v 2011 RE Arundel csv 2012 Real Estate txt ARUNDEL RE 7011 csv ARUNDEL RE 7012 csv ono nosham upload from your com puter or network Logged In As Demotown Log Out Once the file has been uploaded you will see the file name size and status here You should now also see the file listed in the file list below May 2012 AndroPay Admin Center File Management Import Data Files continued 1 Click on the file you wish to import from the list of recently uploaded files 2 Select the transaction type for the file you are importing in this case Real Estate Support Team A nd roPay 1 877 227 1157 UniPayDirect Home Help ogged In As Demotown Log Out User Functions Import Data My Account AndroPay Test Customer Browse Customer Admin File Management Upload File Review Data File name 2012 Real Estate txt File Size 4 kb Bill Presentment File upload complete Please selec
13. llows you to see the files you have imported and their status You will be taken to the Import Monitor after you import a file to view the status and to be sure it has imported successfully You can also access this page by dragging your mouse over the file management classification and selecting Import Monitor Support Team 1 877 227 1157 support unipaydirect co Home Help Logged In As Demotown Log Out User Functions Import Monitor My Account AndroPay Test Customer Customer Admin z z Transaction Expires Started Completed Status File Management Review Data TRIO TAXES SAMPLE csw Complete p Failed Index was Bill Presentment tate 2017 Real Estate bet outside the bounds of the array TRIO TAXES csv Complete After uploading and importing a file to the system you will be taken here to view the progress of the upload This page will refresh every 30 seconds If your file is not listed as Complete immediately you may need to wait until the next refresh This Page also serves as a permanent audit trail for all files uploaded to the system As you can see the user who uploaded the file is listed along with the start time time of completion status and expiration date Maintain Expiration Dates This function is used to view the files currently available to your residents change the date they expire or remove them altogether Home Help ogge Demotown Log Out User Functions Maintain Expiration Dates
14. motown Log Out User Functions User Manager My Account AndroPay Test Customer Customer Admin File Management AndroPay Test Custo Add User Edit a Message fom webpage I T Review Data Demo Customer Users Delete Bill Presentment r Do you really want delete this user Click here to Confirm 6 May 2012 AndroPay Admin Center File Management File Management The File Management classification gives you access to 6 functions all of which correspond with the upload and download of files to and from the AndroPay system As well as these features you can monitor and maintain your payment files as well User Functions My Account Customer Admin File Management Review Manage your files Bill Presentment l Import Data Files The Import Data Files function is used to upload and import your export files to the AndroPay system Your customers and residents will look up their bills using the information provided to them in these files AndroPay isimiPayOunect Home Help User Functions My ACCO Ctssstorrietr Adrii Files Moaariacgesrricsrit Revie Data Bill Preserstrrierst Home Help User Functions My Account Customer Admin File Management Review Data Bill Presentment Import Data AndroPay Test Cusy Please select a file to be imported Support Team 1 877 227 1157 E tatim S eeegee i Demotovwn Step 1 Click Browse to find the fi
15. nctions Welcome May 3 2012 My Account Customer Admin File Management Review Data View Reports Selecting the View Reports button above opens the Customer Reports page to allow you to view the Transaction Detail Bank Deposit Aggregate Transaction Detail Charge back only and Bank Deposit Daily reports To view these reports simply follow the steps below Support Team 1 87 7 2 Home Help Logged InAs Demotown Log Out Customer Re po rts Select Customer Selected Report Exit Customer Reports AndroPay Test Custompr Select Report select Report T 7 Select the report Bank Reconciliation Report oe ae you wish to view Transaction Detail Find Next Home Help Logged In As Demotown Log Out Select Customer Selected Report AndroPay Test Customer Select Report Customer Reports Exit Customer Reports Today May 3 2012 Start Date Page Width AO UST ania nae You can either type the date WENN create the report on or you can click the calendar screen for you to Here there are three links which would allow you to 1 icon and choose the date Export to a PDF EXCEL WORD Doc 2 Refresh 3 Print view and or print needed from the calendar Geled Files C Exit CULT TE ELT Ls And Start Date End Date Run I bed ee b a ofi p Fl Page Width Find Next May 2012 AndroPay Admin Center Review Data Review Data continued The foll
16. nge These totals are separated by transaction type and a total AndroPay Test Customer amount is provided in the bottom right corner From 2 26 2012 To 5 3 2042 Transaction Name Amount Grand Total 15 May 2012 AndroPay Admin Center Review Data Review Data continued Transaction Detail Report Charge back only Customer Re po rts Select Customer Selected Report Exit Customer Reports TRIO Transaction Detail Charge back Start Date 11 27 2011 End Date 52012 L The Transaction Detail Report Chargeback Only Find Next is a detailed report of all payments that have been Transaction Detail Charge back charged back during the date range selected This report provides the chargeback date confirmation TRIO number and reason for chargeback From 11272011 To 532012 CL REPP 1st Half Only Map and Lot Name Account Posting Policy PostTime Confirmation Tender Type Return Date Acct Debit Cc Type Amount Number Date 002 004 BLANCHE 0000000005 lAqree Dec 227 2011 201112222 ACH Dec 23 2011 Dec 26 2011 120 87 CARLTON W 10094M amp KA THERRINE A Grand Total ChargeBacks 120 87 Bank Reconciliation Report Support Team 1 877 227 1157 Home Help Logged In As Demotown Log Out Customer Reports Select Customer Selected Report Exit Customer Reports AndroPay Test Customer Bank Reconciliation Report The Bank Reconciliation Report provides you with the total of all
17. nload Date User From Date To Date 3 30 2012 11 33 04 AM KGENGA 03 23 2012 03 29 2012 He 1 2012 1 33 25 PM KGENGA 03 2 1 2012 03 2 1 2012 We 1 2012 1 02 45 PM KGENGA 03 2 1 2012 03 21 2012 Multiple Transaction Lockbox Files Many accounting software have the ability to process multiple payment types in a single lockbox In order to accommodate this feature and provide and easier and more efficient method for posting your lockbox files we are able to setup a single file for most of your transaction types In order to accomplish this all payment types must be handled using the same accounting software In most cases you will have Real Estate Personal Property and Excise payments on the same software and in some cases Water and Sewer as well If you would like to utilize this feature please notify UniPay Gold Support at support unipayteam com Our team will set up the export file and you will be able to choose it from the drop down menu just as you would a single export type Home Help Logged In As Demotown Log Out User Functions Download Lockbox Files My Account _s AndroPay Test Customer Customer Admin Fia ane Select Export File and Date Range Review Data Date From 4 26 2012 To 5 2 2012 Bil Presentment Export Auction 2012 QP Auction 2012 QP Download Date Counter Taxes From Date To Date Miscellaneous JIWA 17 33 04 AM J27 2012 212012 M2 V2072 1 3325 PM J2 W20712 N2201 H212012 110245 PM O32 1 2012 OBS 12012 10 May
18. owing are examples of the 4 reports available Transaction Detail Report Logged In s Demotown Log Out Select Customer Selected Report The Transaction Detail Report is a a ee ee eee ae detailed report of all the payments made in your selected date range Find Mest Each payment is shown with post Transaction Detail AndroPay Test Customer From 225 2012 Tova 2012 time confirmation number tender type and amount paid Chargebacks will also be marked in the right col umn and accounted for in the net TEST PAYMENT Deleted Confirm ation Tender Type Quick Pay Chargeback cc Type payment amount ee pepan oT Home Help Logged In s Demotown Log Out Customer Reports Select Customer Selected Report Exit Customer Reports AndroPay Test Customer Transaction Detail Page Width Find Next Transaction Detail A nd ro Pa y AndroPay Test Customer rd by DA Pore t earn 22S Te sao TEST PAYMENT Deleted Confinm ation Tender Type Guiok Pay 20120226120 ACH Gross payments Total Charge Gack Het Payments Bank Deposit Report Aggregate Customer Reports Select Customer Selected Report Exit Customer Reports AndroPay Test Customer Bank Deposit Aggregate Start Date 2 26 2012 End Date 5 3 2012 Id 4 1 off Pl Page width Find Next bf 4 G The Bank Deposit Report Aggregate provides you with the Bank Deposit Report Agg reg ate total of all payments received in your chosen date ra
19. r Edit Se tAk Ee Edit Delete eo e g z er 9 C 7 g 5 Rw Y Ry a ol z The first step to creating a new user is select Adding a User To add a user simply click the Add User link at the top right of the box Create A New User Account ing the appropriate User Role for this person Select User Role The User Roles and corresponding abilities gt Customer Administrators Customer Users are listed below gt Customer Researcher Co Customer File Manager Mext Customer Administrator Has access to the entire site including the ability to add delete and edit customers There should be only one Customer Administrator Customer User Has access to entire site excluding the ability to manage customers Customer Researcher Has access to the My account and Review Data tabs cannot import files or generate lockbox payment files Customer File Manager Has access to the My Account and File Management tabs cannot view reports or research page May 2012 AndroPay Admin Center Customer Admin Adding a User Continued Simply enter the required information to complete the New User setup process Click Create User when you have finished Create A New User Account Full Name Michael Jordan Full Name Enter Users Full Name User Name Create an easy to remember name example shown E l User Name mj232
20. select the date range you would like to download ndroPay UniPayDirect Home Help User Functions My Account Customer Admin File Management Review Data Bill Presentment Generate Lockbox Packages AndroPay Test Customer v Select Exports andate Range Date To 5 2 2012 EIAN E Auction 2012 QP Counter Real Estate Counter Taxes _ Personal Property _ Miscellaneous Step 1 You can either type the date or you can click the calen dar icon and choose the date needed from the calendar 12 Support Team 1 877 227 1157 IPOrtG nipe i Logged In As Demotown Log Out May 2012 May 2012 AndroPay Admin Center File Management Generate Lockbox Package continued Step 2 Select Export Files Select the files you would like to download You can also select the All checkbox to automatically select all the exports available Home Help Logged InAs Demotown Log Out User Functions Generate Lockbox Packages My Account Para or n z You can also select haai laia All instead of click Select Ex ing each export indi File Management S vidually Review Data Customer Admin Bill Presentment Sa Auction 2012 QP Cl Counter Real Estate Counter Taxes Cc Personal Property Miscellaneous Generate Lockbox Package Click here to Gener ate Lockbox Package Step 3 Generate Lockbox Package Click Generate Lockbox Package This will start the proce
21. ss of generating the lockbox package You will also be taken to the Download Lockbox Package screen Download Lockbox Package The Download Export Packages screen will allow you to view previ ously generated and downloaded packages as well as download the package you have just created To ac cess this feature drag your mouse over the File Management classification and select Download Lockbox Packages To download your package click Ready for Download and follow the prompts Your file will now be downloaded in a Zip format You will be able to open this file and see each of the separate files you selected when generating the lockbox package Home Help Logged InAs Demotown Log Out User Functions Download Export Packages MyAccount AndroPay Test Customer Customer Admin File Managements Requested By Date Time Started Date Time Completed Date From Date To Review Data Qeemntown 5 2012 2 01 11 PM 5 2012 1 51 07 PM 4 26 2012 522012 Ready For Download Downloaded 5 3 2012 Bill Presentment Demotown 5 3 2012 1 29 47 PM 5 3 2012 1 19 43 PM 4 28 2012 5 32012 13 May 2012 AndroPay Admin Center Review Data Review Data The Review Data classification gives you access to the View Reports and Research functions These functions will allow you to view reports on your payments received as well as the full information on individual payments as necessary Home Help Logged In As Demotown Log Out User Fu
22. t a file to be imported 2011 RE Arundel 2 csv Step 1 Select the File 2011 RE Arundel csyv 2012 Real Estate txt ARUNDEL RE 2011 csv ARUNDEL RE 2012 csv Copy of Topsham TEST RE INT file csv Select Transaction Real Estate you wish to import deal tate Donations Creative Dance Yoga Zumba Fitness cecal Step 2 Use the drop down to se Personal Property lect the correct Transaction type Counter Taxes Miscellaneous Counter 3 Enter a short description to help differentiate between multiple files This description will be shown on the Maintain Expiration Dates page Page 16 4 Choose the date you wish the file to expire The file will be removed and unavailable to residents as of 12 AM on this date 5 Click Start Import to complete the import process Please select a file to be importec 2011 RE Arundel csv 2011 RE Arundel csv 3 Enter a short de 2017 Real Estate txt scription to help ARUNDEL RE 2011 cs differentiate be ARUNDEL RE 7012 csv tween multiple files Copy of Topsham TEST RE INT file csv Select Transaction eal Estate Short description Data expires on 6 2 2012 June 2012 Oo The file will be remov g 4 You can either type in the date or Su Tu We Th Sa Start Import choose a date from a calendar by clicking the icon next to the date field 8 May 2012 AndroPay Admin Center File Management Import Monitor This function a
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