eBanking Online Help

1. The Isabel 6 Welcome Page
1.1. About the Isabel 6 Welcome Page
1.2. Subscribing to Isabel 6 modules.
1.3. Manage your contract profiles
1.3.1. Working with contract profiles
1.3.2. How can I create a new profile?
1.3.3. How can I delete or modify a profile?
1.4. Secure Exit
2. Isabel eBanking
2.1. Welcome to Isabel 6
2.1.1. What's new in Isabel 6?
2.1.2. What is possible with Isabel 6?
2.1.3. Isabel 6 is a web application
2.1.4. Details of the user interface
2.1.5. Integration with Accounting and Business Management Systems
2.2. Managing Accounts
2.2.1. Account Info overview
2.2.2. Consult Account Info
2.2.2.1. Account Statement overview displayed per statement
2.2.2.2. Account information overview displayed per period
2.2.2.3. Details of a Transaction in an Account Statement
2.2.3. Filter Account Info
2.2.4. Search Account Info
2.2.4.1. Search result
2.2.5. Intraday and future info (optional)
2.2.5.1. Intraday or future info on demand
2.2.5.2. Management of Intraday and Future info tasks
2.2.5.2.1. Create, view or modify Intraday and Future info tasks
2.2.6. Exchange Rates Overview
2.2.7. Download reporting files - The overview of all reporting files (CODA files).
2.2.7.1. Download - Download the report files to your computer.
2.2.7.2. Advanced download of report files.
2.2.7.3. Report file summary - Display the details of a report file.
2.2.8. Aliases for Accounts.
2.2.9. How can I
2.2.9.1. How can I filter Account Info?
2.2.9.2. How can I consult Account Info details?
2.2.9.3. How can I search for a transaction in the Account Info?
2.2.9.4. How can I print or export Account Info?
2.2.9.5. How can I download report files (CODA, MT94X,...)?
2.2.9.6. How can I view the content of a Report file?
2.2.9.7. How can I obtain and view Intraday or Future Info (optional)?
2.2.9.8. How can I print or export a Report File?
2.2.9.9. How can I print or export Exchange Rates?
2.2.9.10. How can I define default filters?
2.3. Transactions
2.3.1. Creating Transactions
2.3.1.1. Payment
2.3.1.2. International payment
2.3.1.3. Creating International Transactions with the International Payment
2.3.1.3.1. Transaction Data
2.3.1.3.2. International Transaction Handling (1/2)
2.3.1.3.3. Transaction Handling Part (2/2)
2.3.1.3.4. Processing Options for a transaction.
2.3.1.4. Creating Domestic Transactions with the International Payment
2.3.1.4.1. Transaction Data
2.3.1.4.2. Domestic Transaction Handling
2.3.1.4.3. Processing Options for a transaction.
2.3.1.5. Domestic payment
2.3.1.6. Direct Debit
2.3.1.6.1. Direct Debit parameters
2.3.1.6.2. Direct Debit data
2.3.1.7. Creating a Group of domestic transactions.
2.3.1.7.1. Encoding group parameters of a Group of domestic payments.
2.3.1.7.2. Transaction data
2.3.1.8. Envelopes
2.3.1.9. Uploading or importing one or more transactions
2.3.1.9.1. Step 1: Select Files for Upload
2.3.1.9.2. Step 2: Define attributes of one or more uploaded bank files.
2.3.1.9.3. Step 3: Upload files
2.3.1.9.4. Step 4: Define processing options for the uploaded bank files.
2.3.1.9.5. Configure the treatment of uploaded files after a successful upload.
2.3.1.10. How can I
2.3.1.10.1. How can I create a SEPA payment?
2.3.1.10.2. How can I create a domestic payment?
2.3.1.10.3. How can I create an international transaction?
2.3.1.10.4. How can I create a Direct Debit?
2.3.1.10.5. How can I create a group of domestic payments?
2.3.1.10.6. How can I upload files?
2.3.1.10.7. How can I invite or change signers?
2.3.2. Working with Transactions
2.3.2.1. Transactions overview
2.3.2.2. Transaction Details
2.3.2.3. Signing transactions
2.3.2.4. Clone or duplicate transactions
2.3.2.5. How can I
2.3.2.5.1. How can I modify a transaction?
2.3.2.5.2. How can I sign transactions?
2.3.2.5.3. How can a I let one or more other users sign a transaction (via MultiSign)?
2.3.2.5.4. How can I send a transaction?
2.3.2.5.5. How can I delete a transaction?
2.3.2.5.6. How can I modify the processing options of a transaction?
2.3.2.5.7. How can I group transactions?
2.3.2.5.8. How can I print or export transactions?
2.3.2.5.9. How can I add transactions to an envelope?
2.3.2.5.10. How can I remove transactions from an envelope?
2.3.2.5.11. How can I change the number of transactions displayed?
2.3.2.5.12. How can I use envelopes with Payment?
2.3.2.5.13. How can I use envelopes with Upload of files?
2.3.2.5.14. How can I sign a large number of transactions?
2.3.2.5.15. How can I define default filters?
2.3.3. Managing Counterparties and Creditors
2.3.3.1. Managing Counterparties (beneficiaries and debtors)
2.3.3.1.1. Creating or editing counterparties
2.3.3.1.2. Add account number to a counterparty
2.3.3.1.3. Add a direct debit order number to a counterparty
2.3.3.1.4. Add circular cheque data to a counterparty
2.3.3.1.5. Upload counterparties
2.3.3.1.5.1. Upload of counterparties
2.3.3.1.5.2. Selection of the counterparties (Upload counterparties)
2.3.3.1.5.3. Error detection
2.3.3.2. Personal and Shared Counterparties
2.3.3.3. Creditor Management
2.3.3.4. How can I
2.3.3.4.1. How can I create a counterparty?
2.3.3.4.2. How can I modify a counterparty?
2.3.3.4.3. How can I delete a counterparty?
2.3.3.4.4. How can I add an account number to a counterparty?
2.3.3.4.5. How can I modify an account number of a counterparty?
2.3.3.4.6. How can I delete an account number of a counterparty?
2.3.3.4.7. How can I print or export counterparties?
2.3.3.4.8. How can I upload counterparties from Isabel Business Suite 5.0?
2.3.3.4.9. How can I upload counterparties from IBS 5.0 on another PC or from accounting software?
2.3.3.4.10. How can I create a debtor direct debit order number?
2.3.3.4.11. How can I edit circular cheque data
2.3.3.4.12. How can I create a new creditor?
2.3.3.4.13. How can I modify a creditor?
2.3.3.4.14. How can I delete one or more creditors?
2.3.3.4.15. How can I share all counterparties?
2.4. Sent Transactions
2.4.1. Sent Transactions Overview
2.4.2. Sent Transactions Details
2.4.3. Sent transactions auto cleanup
2.4.4. How can I
2.4.4.1. How can I verify the status of a transaction?
2.4.4.2. How can I manually delete sent transactions?
2.4.4.3. How can I print or export sent transactions?
2.5. Reports overview
2.6. Preferences
2.6.1. General Preferences
2.6.2. Account Info Preferences
2.6.3. Transaction Preferences
2.6.4. Sent Transactions Preferences
2.7. Isabel 6 supported bank file upload and download formats
3. Isabel 6 eBusiness
3.1. Welcome to Zoomit
3.1.1. About Zoomit
3.1.2. What is possible with Zoomit?
3.1.3. Details of the Zoomit user interface.
3.1.4. The first consultation of a document (Opt-in)
3.1.4.1. The Zoomit Activation code
3.2. How can I
3.2.1. How can I retrieve, consult, print or download documents?
3.2.2. How can I allow that documents are displayed?
3.2.3. How can I pay received invoices?
4. Managing your subscriptions of Isabel 6
5. Help and feedback
6. Isabel 6 security issues