User Manual Firm Bank Manager VE Profile Update Instructions
Contents
1. Spinner at 212 769 2710 or by email at espinne schools nyc gov US Network Bank User Manual Bank Manager Page 12 of 122. Virtual Enterprises VE Profile US01066 Instructions Please verify or U S NETWORK complete all fields in the form General Most items will have information FIRM NAME i Name from your account creation Contact COORDINATOR S NAME Male O Female automatically inserted Contact s e mail address COORDINATOR S EMAIL Address FIRM ADDRESS City FIRM CITY m SAMPLE Using the dropdowns select E mail address FIRM EMAIL languages spoken in your firm Phone FIRM PHONE NO You may select up to five ZIP FIRM ZIP oe FIRM FAX NO Website FIRM WEBSITE URL Languages Int trade E IMPORTANT NOTE You must check this box to have your firm appear in the directory for international trading 2 Click Save to retain your settings and information Update Business Hours 1 Click on the Change button below Business Hours The interface will display as follows od Virtual Enterprises VE Profile US01066 U S NETWORK If business hours are the same each day fill in only the Monday boxes If not the same each day please complete all days Business hours Mon Tue Wed Thu Fri hh mm hh mm hh mm hh mm hh mm hh mm hh mm hh mm hh mm hh mm mE M eee hh il Optional Using the calendar dropdowns enter the dates when your firm will be closed for the summer 06 10 2011 amp 09 15 2011 Temporary closed mm dd y
3. firm and employee levels LOGIN TO BANK 1 Go to www veinternational org and open the US Network Bank Manager Guide under the Help Files tab or click here to go directly to the User Interface page at http 165 155 104 252 Default aspx 2 Goto the Marketplace dropdown menu and select the Online Banking button The US Network Bank user interface page is displayed OPEN A NEW ACCOUNT 1 Click the Sign up link at the bottom of the window to display the Student Checking Account Application form on the next page U S NETWORKS OF INTERNATIONAL Login to your account Products User id Budget Checking T l No opening deposit No monthly service charge No minimum required citig roup fo O OE balance Unlimited free electronic bill payment and transfers foundation Password ys Interest Checking fo Compounds interest on all balances credited monthly Unlimited free 5 electronic bill payment and transfers JPMorganChase Other products JPMorgan Chase Bank USVENet Card Savings account Certificates of Deposit Money Market account Banking Manuals User anager Sinn up for Student Checking Account Mail US Network Bank o get instant access Funded by Citigroup Foundation to support economic and financial literacy Credit Card System funded by JPMorgan Chase Copyright United States Network of Virtual Enterprises All Rights Reserved ACCOUNT APPLICATION FORM 2 Enter the following information in the nex
4. 441 34882 5 Give each student the firm s RegNo User id the 7 digit User ID you used to log in to the firm account and a pair of Applicationno Keycodes Note e Application codes expire in 24 hours if not used If needed new application codes may be generated at any time e See the FIRM LEVEL EMPLOYEES section for performing transactions with employees or firms The regular banking operations are the same for both the Employee Level and the Bank Manager s level PASSWORDS Employees may change their passwords when they open their account If they forget their password contact your central office To change your password 1 Log into your bank account using the Manager s Password 2 Select Service 3 Select Change Password The following screen appears Account Summary Change password Account Details Enter old password Bill Payment Enter new password Credit Card Bill Payment Confirm new password Funds Transfer z Notes Pending Transactions 1 The minimum required password length is 5 characters 2 Passwords are case sensitive Pavees 4 Select Save Note After changing passwords employees should give the new information to the accounting department END OF FIRM BANK MANAGER INSTRUCTIONS US Network Bank User Manual Bank Manager Page 3 of 12 FOR EMPLOYEES amp FIRMS Note Except for account management functions allowed for managers in firm accounts these functions are the same at both
5. ADD NEW ACCOUNTS TO THE PAYEES LIST OR REMOVE ACCOUNTS FROM THE PAYEES LIST 1 nae Click Payees on the menu pane US Network Banl Account Summary Account Details Bill Payment Credit Card Bill Payment Funds Transfer Pending Transactions Payees Process Credit Card Payment Products and Services ork Bank is provided Dy United States Network of US Netw Virtual Emerprises Click the View payees of dropdown box and select the country where your payee resides Click the State dropdown box and select the state where your payee resides Select either Corporate accounts or Personal accounts using the radio buttons Locate the payee using the alpha buttons at the bottom of the screen and the Next link until you get to the correct screen Add or delete payees by clicking the Add or Remove links at the right of each account you may need to scroll to the far right depending on your display or screen settings Note The payee will only be added to the account of the user who is logged in Each account holder will have to create their own payee list ACCOUNT NAME US Network Bank SPINNER BANK ADMIN Log Out Help Contact v Account Summary Payees ANRE View payees of i State NY Accounts Corporate accounts Personal accounts al Search Bill Payment Name 3 x Payee Account No My Payees Credit Card Bill Payment 4 SEASONS SPORTS RESORT 100003665 Add Funds Transfer ATTICA NY A C T PROFESSI
6. K aai l ENTERPRISES US Network Bank amp U S Network of Virtual Enterprises Bank User Manual for Firm Bank Manager includes instructions for employees and firms and VE Profile Update Instructions US Network Bank User Manual Bank Manager Page 1 of 12 FOR FIRM BANK MANAGER LOGIN TO BANK 1 Go to www veinternational org and open the US Network Bank Manager Guide under the Help Files tab or click here to go directly to the User Interface page at http 165 155 104 252 Default aspx 2 Goto the Marketplace dropdown menu and select the Online Banking button The US Network Bank user interface page is displayed 3 Enter User id the firms RegNo ending in 4 zeroes and Manager s Password that have been provided to you by your central office and click the Login button i User U S NETWORKS OF Interface US NEIWORK Ban K ENTERPRISES INTERNATIONAL Products User id Budget Checking ne l ses No opening deposit No monthly service charge No minimum required citig roup fo balance Unlimited free electronic bill payment and transfers foundation Password Interest Checking fo O O Compounds interest on all balances credited monthly Unlimited free 5 electronic bill payment and transfers JPMorganChase Other products JPMorgan Chase Bank USVENet Card Savings account Certificates of Deposit Banking Manuals Money Market account User Manager Sign up for Student Checking Acco
7. ONAL SERVICES 100002134 Add Pending Transactions NEW YORK NY Click to add Payees ADAMS ELECTRONICS payee 50 Add OZONE PARK NY Process Credit Card Payment ARTROPICA 610127756 Add NEW YORK NY Products and Services ASAP ASSURED SERVICE FOR ASSURED PROGRESS NYC 100006622 dd LONG ISLAND CITY NY kee arated ace Hogea States AYE ACCESSORIZE YOUR ELECTRONICS 610131842 Add NY BARE NECESSITIES INC 100003664 dd ALEXANDER NY BC ONE BANK Click to 100004538 Add BRONX NY remove payee BEAUTY INSIDE OUT BRONX NY BON VOYAGE TRAVEL BROOKLYN NY BUFFALO CENTRAL OFFICE NY Click for Next CAFE IMPRESA avee page Remove i payee pag O OO e WESEL eL US Network Bank User Manual Bank Manager Page 7 of 12 MAKE A PAYMENT TO AN EMPLOYEE OR FIRM Click on the Bill Payment link on the menu pane Click the From Account dropdown and select the account from which you wish to make payment Click the To Payee dropdown list and select your payee Click in the Amount box and enter the payment amount as a decimal value do not enter a or commas Click the Currency dropdown and select the currency type if other than USD Click in the Description box and enter a brief description of the transaction Click the Date calendar dropdown to the right of the date box to select the date for the transaction to occur if different from the date shown Click the Frequency dropdown and select how often the payment should be repeated The def
8. RL etc Access the Profile 1 Open your browser and go to http 165 155 104 252 snoppro start oppro You will see the login screen W Virtual Enterprises VE Profile Login a aaa U5 NETWORK This section is for teachers only Please login with your US Network Enter firm s RegNo Bank user id and manager s password Login Enter the Manager s Password userid Po Password Z Z OO O i i Click Login button Login 2 Enter the User id in the first cell This is your firm s Regno from your bank account 3 Enter the Password This is the Manager s Password from your bank account The next screen you will see is your firm s profile Kod Virtual Enterprises VE Profile US01066 U S NETWORK General Name NYCPD1 N Contact TEACHER1 M G AM A Contact s e mail address Address City Click here to access ici the update screen for E mail address General information Phone Fax Website Languages Int l trade Click here to access Business hours the update screen for Mon Tue i Business hours Temporary closed Business Classification x Click here to access the update screen to add or update Business Classification firm s product or service Add Classification US Network Bank User Manual Bank Manager Page 10 of 12 Update General Information 1 Click the Change button in the General section to display the General update screen pe
9. at login View all accounts held and the balance in each US Network Banl hse nut G n Shows account summary information plus chronological transaction records Account Details i Pay bills Bill Payment Credit Card Bill Payment Transfer funds to pay credit card balance Funds Transfer Pending S Transfer funds between personal accounts Payees Display a list of pending transactions Transactions may be edited or deleted from this window Process Credit Card Payment Products and Services Add or remove a payee Accept a payment by credit card Perform all account profile changes including password change US Network Bank is provided by United States Network Virtual Emerprises END OF BANKING MANUAL SEE NEXT SECTION FOR VE PROFILE MANUAL US Network Bank User Manual Bank Manager Page 9 of 12 VE Profile Instruction Manual The VE Profile interface is used in order to make your firm visible to international firms that use the international banking system The profile must be updated in order for firms registered in the Europen banking system to be able to locate your firm and to make payments for goods or services It also provides the update information for the Orange Pages the international directory of firms All coordinators are required to update this profile at the start of the new school year at mid year and whenever there is a significant change to the firm information business hours webpage U
10. ault is One Time Note Pay close attention to the selections for Frequency to avoid a costly mistake 9 Click Save to process the payment if this is the only payment you will make Note You may schedule additional transactions by clicking Save and Add another oe a US Network Bank ACCOUNT NAME Log Out Account Details From Account Budget Checking 100002379 v Bill Payment To Payee Select one f v Credit Card Bill Payment Amount 0 00 Currency USD v Funds Transfer Description Pending Transactions Date mm dd yyyy 07 30 2010 r Payees Frequency One Time Continue indefinitely Stop after payments Process Credit Card Payment a a a Products and Services USN oe cane nites United States Network of Virtual Enterp Note If necessary Edit or Cancel the payment transaction from the next screen by selecting Pending Transactions then clicking the radio button to select the transaction and choose Edit to change the payment or Delete to remove it US Network Bank ACCOUNT NAME boa Dut Weis cititi cola ena Pending Transactions _ i View scheduled transactions of Budget Checking 100002379 v Account Details Payee Accountno Currency Amount Date Frequency Bankorder Bill P t ere BLANC IB NEW YORK NY 100002380 USD 10 00 07 30 2010 One Time 434874 Credit Card Bill Payment ane PATMENT Funds Transfer Pending Transactions PAY AN INTERNATIONAL FIRM The process
11. be bound by our Truth In Savings Disclosure Rate Schedule and Fee Schedule as amended fram time to time and to conform to our rules regulations by laws and policies now in effect and as amended or adopted hereafter submit Application Print and record the RegNo and Password information in the next screen A copy of this sheet should be filed with the accounting department in case password is misplaced US Network Bank Thank you for your application Your application for a Checking Account has been approved Effective immediately you have 24 hour access to your checking through online banking Please write down the following information and keep tt in a safe place It is preferable for security reasons that you do not write your password s If you decide to write your password s down please do not keep them together with your user id Your Checking AccountNo 610212001 SAMPLE DATA ONLY Your US Network Bank User ID 41234509 Password 30591 Click here to login to your account Note You may now login to your account with the supplied username and password through the user interface at htto 165 155 104 252 Default aspx US Network Bank User Manual Bank Manager Page 5 of 12 PASSWORDS Employees and firms may change their passwords when logged into their account If you forget your password contact your bank manager or your central office To change your password 1 Logs into your bank account 2 Select S
12. ervice 3 Select Change Password The following screen appears Change password Enter old password Enter new password All information Confirm new password is required Notes 1 The minimum required password length is 5 characters 2 Passwords are case sensitive 4 Select Save Note After changing passwords employees must give the new information to the accounting department LOG INTO AN EXISTING ACCOUNT 1 Enter User id and Password and click Login button US Network Bank RS ei En INTERNATIONAL Login to your account Products Sponsors User id Budget Checking l RENN l cae No opening deposit No monthly service charge No minimum required citig roup fo balance Unlimited free electronic bill payment and transfers foandation Password Interest Checking fo O O Compounds interest on all balances credited monthly Unlimited free electronic bill payment and transfers pPmorgancnase Other products JPMorgan Chase Bank USVENet Card Savings account Certificates of Deposit Money Market account Banking Manuals e User e Manager p for Student Checking Account Mail US Network Bank Sign up to get instant access Funded by Citigroup Foundation to support economic and financial literacy Credit Card System funded by JPMorgan Chase Copyright United States Network of Virtual Enterprises All Rights Reserved US Network Bank User Manual Bank Manager Page 6 of 12
13. nd Keycode Account Summary Application codes Instructions Account Details e This list contains sensitive data Please print this list and keep it in a safe place Bill Payment You are strongly advised not to save this page to a file unless this is a stand alone computer and only you have access to this computer Credit Card Bill Payment e Please give each new student employee Registrationcode 4510000 and only 1 key pair consisting of applicationno and keycode from this list Funds Transfer e All keys on this list are valid until 08 12 2010 e Anew student employee can apply online for a new checking account as follows 1 Go to the Bank website at http 165 155 104 252 i bank 2 Click on the link to the online application form 3 Fill out the form and use the registrationcode and the provided application Payees code and keycode 4 A user id and a password will be provided online which then can be used to access their private account 5 The employee should give the account number to the accounting payroll department so paychecks can be deposited directly into his her account Pending Transactions Process Credit Card Payment Products and Services Want to print instructions for students Use this printable form Note Print this page first US Network Bank is provided by United Statez Networker 4 DEfore going to the printable form Virtual Enterprises Applicationno 35437 17985 35438 61141 35439 17364 35440 62029 35
14. t screen the 7 digit registration code RegNo for his her firm Applicationno and Keycode supplied by the firm s accounting department or bank manager Initials first and middle Last Name E mail address Account Type from dropdown menu It is recommended that all students first open a Budget Checking account as there is no minimum deposit requirement g Click Submit Application button O2A0Tp US Network Bank User Manual Bank Manager Page 4 of 12 US Network Bank amp Student Checking Account Application form 1 Application codes VE registration code of your firm SAMPLE DATA ONLY Applicationno 35437 Get registration code Applicationno and Keycode i7985 _ _ Keycode from your 2 Account Owner bank manager Initials IM Last Name Student E mail address IMStudent anymail com 3 Account Type Comparison Chart Account Type Minimum Balance for APY APR APY Service Charge Budget Checking 0 00 0 00 0 00 0 00 Interest Checking 500 00 0 70 0 71 10 00 p mo What type of Checking do you wish to open Budget Checking 4 Submit application By opening the specified Account you agree to be bound by the terms of this Agreement whether you are acting in your individual capacity in a fiduciary capacity or in your capacity as an officer agent or representative of any business entity or association with regard to any such Account You also acknowledge receipt of and agree to
15. to pay an international firm is the same as paying a domestic firm as shown in the previous section However note the following e f you are billed in USD pay in USD The receiving firm will receive payment in their local funds and the conversion calculation will be based on the current FOREX rate e If you are billed in a foreign currency e g Euro CAD GBP select that Currency from the dropdown Your account will be debited in USD based on the current FOREX rate PROCESS A CREDIT CARD PAYMENT To receive payment by credit card from a US Network Bank cardholder at Sale Process Credit Card Payment trade fairs Or for sales Card Type JPMorgan Chase USVENet Card v 1 Select Process Credit Card Payment in the menu pane Credit Card No 2 Click in the Credit Card No text box and enter the card number Exp date mm yyyy 01 7 2010 v 3 Inthe Exp date area select the credit card expiration date using Ee the dropdowns To Account Budget Checking 100002379 4 Inthe Amount text box enter the amount of the sale using decimal entry no or commas 5 Select the To Account drop down and select the account to which the payment will be made Note Credit cards should be verified as current This amount will be deposited into the To Account entered in step 4 and will be billed to the payee US Network Bank User Manual Bank Manager Page 8 of 12 ADDITIONAL MENU FUNCTIONS TERET 3 Return to the first window seen
16. unt Mail US Network Bank Sign up to get instant access Funded by Citigroup Foundation to support economic and financial literacy Credit Card System funded by JPMorgan Chase Copyright United States Network of Virtual Enterprises All Rights Reserved CREATE STUDENT ACCOUNTS Bank Manager 1 Select Products and Services from the menu pane 2 Select Generate application codes for students from the link below Manager s facilities heading eee ae Products and Services Account Details Products Savings Account Bill Payment Credit Card Bill Payment a Disclosures Foreign Exchange Spot Rates Funds Transfer Rate and Fee Schedule Truth in Savings Pending Transactions Manager s facilities Generate application codes for students Process Crei Cand Change Manager s password Payment Change password pi 3 Products and Services UE Netarork Bank b provided by United State Network of Payees US Network Bank User Manual Bank Manager Page 2 of 12 3 Enter the number of new student accounts to be created in the input cell then click Generate application codes Generate application codes for students Each student needs application codes to apply online for a student account Number of students Generate application codes of student accounts to create 4 PRINT THE NEXT SCREEN These are the codes for applying for new accounts Note that application codes are shown in two columns Applicationno a
17. yyy I thru mm dd yyyy Cancel 2 Click Save button when finished US Network Bank User Manual Bank Manager Page 11 of 12 Update Business Classification 1 Click on the Add Classification button at the bottom of the Business Classification section to enter the edit pane W7 Virtual Enterprises WE Profile US01066 Back to Overview Logout U S NETWORK Add Business Classification Search for a business classification by entering one or more keywords Alternatively you can browse and drilldown through the Business Classification categories Keyword s Browse Business Classification categories 2 Type keyword s in the box then click Find The keyword should be something related to the type of product or service your firm provides A list will appear where you can select up to five business classifications You may also click the Browse Business Classification categories link to see categories represented Clicking on the numerical link next to the radio button will expand the information in each category 3 When you find the classification closest to your firm s business click the Add button 4 Use the Delete option to remove any incorrect classifications chosen 5 Click the Logout link to exit the Profile site Your firm has now been updated and your information will now populate the Orange Pages Firm Directory TECHNICAL SUPPORT Assistance is available from any Central Office or you may contact Eric
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