CRDB BANK, INTERNET BANKING upgrade-2016.pdf · crdb bank, internet banking. ... if you have the...
Transcript of CRDB BANK, INTERNET BANKING upgrade-2016.pdf · crdb bank, internet banking. ... if you have the...
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THIS IS HOW THE HOME PAGE LOOKS LIKE
CRDB BANK, INTERNET BANKING
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MY ACCOUNT
HOW TO GENERATE A FULL STATEMENT SELECT MY ACCOUNT;
PERSONAL/COMPANY ACCOUNT
FULL STATEMENT
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YOU CAN ONLY
ACCESS UP TO 3
MONTHS STATEMENT (RECENT)
You can export it into PDF
You can print the statement
You can export to XLS
CLICK VIEW TO VIEW THE STATEMENT
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This page shows the type of transfers
CRDB Bank currently offers.
TRANSACTIONS
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1
3
2
4
OWN ACCOUNT TRANSFER STEPS
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INTERNAL ACCOUNT TRANSFER (WITHIN CRDB) STEPS
IF YOU HAVE BENEFICIARIES SAVED UP,JUST SELECT ON BENEFICIARY
1 2
3 4
Type CRDB account
number and it will displays beneficiary name
NB: Make sure Beneficiary accounts are of CRDB BANK accounts which also displays their names
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STEP 1
IF YOU HAVE BENEFICIARIES SAVED UP,JUST SELECT ON BENEFICIARY
CONT...
TISS TRANSFER -BANKS IN TANZANIA(TISS-MT103) STEPS
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CONT.... TISS (MT103) TRANSFER STEPS
STEP2
STEP3 Click
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INTERNATIONAL TRANSFER-BANKS OUT OF TANZANIA (SWIFT MT103)
STEP 1
IF YOU HAVE BENEFICIARIES SAVED UP,JUST SELECT ON BENEFICIARY
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CONT....INTERNATIONAL TRANSFERS STEP 2
IF YOU HAVE THE INTERMEDIARY BANK DETAILS PLEASE WRITE THE SWIFT CODE.
ATTACH INVOICE OR SUPPORTING DOCUMENTS FOR PAYMENT TO BE PROCESSED. IT SHOULD BE IN
PDF,PNG,JPG FORMAT OF 4MB OR LESS .
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STEP 3
STEP 4
Click
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WHEN YOU CLICK ON TRANSFER HISTORY,THIS PAGE DISPLAYS ALL PREVIOUS TRANSACTIONS
TRANSFER HISTORY
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SELECT ON NEW BENEFICIARY TO ADD NEW BENEFICIARIES
•Internal transfer •Tiss •International (SWIFT) •Standing Order.
Lastly, click save for saving changes
Click Manage Beneficiaries
HOW TO MANAGE BENEFICIARIES DETAILS
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EDIT BENEFICIARIES
BENEFICIERY CAN BE; •EDITED By click update OR •DELETE By click Delete
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SELECT THE ADVICE YOU WANT TO VIEW AND YOU CAN DOWNLOD IT FOR YOUR FUTURE USES, JUST
CLIK LINK NAMED “CLICK HERE” (This is the same as received in email)
REMMITTANCE ADVICE
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Selection Category;-
1. Education
2. General payment
3. School
4. Tanesco
Select pay Bill
Lastly you will select pay bill
BILLS PAYMENT
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MY BILLERS/BILLS PAYMENT HISTORY
This page shows all bills paid previously you have done for your references with
their status;
-Transaction Successful-if pass well
-Null-pending still on move(depend on network)
-Transactions failed-Didn’t pass
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CLICK
INSURANCE PAYMENT
Select account to be charged, and it will display the
owner of account then enter insurance company account
and it will displays the name of the company then fill insurance type to be paid then ‘CLICK PAY’
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INPUT INVOICE NUMBER-FOR BRELA
PRN NUMBER- FOR TPA PAYMENT
THEN CLICK VALIDATE; ALL DETAILS WILL DISPLAY.
THEN SELECT ACCOUNT
CLICK ON PAY TO FINISH THE PAYMENT
BRELA PAYMENT TPA PAYMENT
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DOMESTIC < 5MIL. CUSTOMS < 50MIL.
DOMESTIC =/>5MIL. CUSTOMS =/>50MIL.
TRA PAYMENT
TRA TISS PAYMENT
FOR TRA PAYMENT INPUT CONTROL NUMBER; THEN CLICK ON VALIDATE TO DISPLAY ALL DETAILS FROM TRA & AFTER THAT CLICK PAY. FOR MOTOR VEHICLE PAYMENT PLEASE INPUT REGISTRATION NUMBER i.e T100BJF.
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1.STANDING ORDER PROCESS 2.BANKERS CHEQUE REQUEST
Input all details as per instructions then; •Click on transfer for STANDING ORDER •Click on request for BANKERS CHEQUE REQUEST.
REQUESTS
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3.CHEQUE MANAGEMENT
In cheque management , you can block the cheques or unblock/ cheque book, requesting cheque book
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BULK PAYMENT
In bulk payment it include ; •Bulk payment-Salary processing and all other allowances •Bulk payment to mobile money and
•View previous BULK payment made if they were successful or not.
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BULK PAYMENT
Salary processing and allowances can
be uploaded and processed to different
account after being saved in CSV
format which it sample is available
(View sample CSV format) and can be
edited and save your own data on it
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PREVIOUS TRANSACTIONS
In viewing previous bulk payment transactions it is where you can check the status of the file uploaded.
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AUTHORIZATION
•Fund Transfer
•Swift/Tiss
•Bill Payment
•Bulk Uploads
•Bulk Uploads To mobile Money
•Standing Orders
NB: In selection of Transactions is based on the nature of transaction
STEP 1 STEP 2
After selecting transaction in step one, you will inter
into step two for authorize payment. In step two you
may view by click ‘view.
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STEP 2 Cont... STEP 3
Viewing Fund transfer Authorize Transaction
Step3 you may Authorize transaction by Tick the box, click select and Authorize or Reject transaction
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Step 3 Cont......
After authorise you will see this page declaring transactions is successful authorised
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CRDB BANK
Prepared by Lilian Chenza and Givens Ernest
The bank that listen