CDF Maitland Newcastle
Online Users Guide
CDF Online offers easy 24 hour access to your account information.
Through CDF Online you as the principal account holder can access
your personal accounts. If you are responsible for a Parish or School
you can authorise various users (e.g yourself, employees) to prescribed
levels of access to the organisation's accounts where the users
have their own Login Name and Password.
CDF Online is a browser based service. This means there is no extra
software for you to buy or download. All you need is:
- Access to a personal computer
- Internet access
- Internet Explorer version 5. Netscape will not work.
How do I get started?
Getting started with CDF Online is easy. Just call the CDF and
we will explain the features and benefits of CDF Online and assist
you with the completion of the authority for linking accounts to
CDF Online. We will also discuss various security and operational
issues with you to assist you in benefiting from the efficiencies available
through CDF Online.
Linking your accounts to CDF Online
You may have a number of accounts with the CDF, but you may only
want to view and transact on a few of those accounts.
You can determine which accounts you wish to 'link' to CDF Online.
You can also 'delink' or alter access levels by contacting the CDF.
When you are completing the authority for linking accounts to CDF
Online we will assist you in identifying the account you wish to
have linked to CDF Online. We will also explain the various levels
of access detailed below.
Third Party access to your accounts through CDF Online
If you would like an employee or a third party (e.g Accountant,
P&F, parent, book-keeper) to have access to your accounts all
you have to do is authorise the CDF to provide the required level
of access.
There are two different access levels to choose from
- Full Access (There is also an option to have one to operate
solely or two to operate jointly)
- Enquiry only.
The first option is the equivalent of providing a sole or joint
signatory with the same authority as you on the account. As CDF
Online cannot verify the authority by signature comparison to accept
a transaction it assumes the correct Login Name and password is
the equivalent of a signature.
On accounts nominated by you the full access allows the third party(ies)
to:
Perform all value transactions including transfers to accounts
with financial institutions, within a daily limit set by you.
Download/view transactions
Add/Alter future payments
Add/Alter Personal Payee details
Display year to date interest details
Request a cheque to be issued by the CDF
Print transactions in a statement format
Customise Login Name, Password and Welcome page details.
The enquiry only option allows office staff non value access
to all of the organisations accounts or specific accounts nominated
by you to:
Download/view transactions
Display future payments
Display year to date interest details
Print transactions in a statement format
Customise Login Name, Password and Welcome page details
Selecting your CDF Online Password
You will and those you authorise to access your accounts will
be issued with a separate Login your Name and password after the CDF
has processed your request to link accounts/third parties
to CDF Online. You can elect to change your Login Name at any time.
The first time you log onto the system you will be prompted to
change your password. The password can be 5 to 14 characters and
must include at least 2 numeric characters.
Your password should not be easily identifiable or based on an easily
accessible personal date. Ideally you should select a combination
that is easy for you to remember.
If you forget your password or it has been blocked by the system
because it has been incorrectly entered a number of times, telephone
the CDF during office hours to arrange for a new temporary password
to be issued. When you log onto the system you will be prompted
to change your password once again however, the system will not
allow you to use your previous password for security reasons.
Navigating your way round
After logging on to the system the screen will default to the
'Welcome Page' which provides a summary of your account list with
balances and periodical payments due within the next 365 days.
The top menu bar also gives you seven main categories:
Welcome Page
Accounts
Transact
Future Payments
Personal payees
Other
Log out
To access simply click on the option tab you wish to select or from
the drop down options.
Help
If you need Help simply click on the ? tab on the top menu bar.
Alternatively, you can contact the CDF during office hours on (02)
4979 1160 for more assistance. Outside office hours please send
an email to the CDF on cdf@mn.catholic.org.au. Please provide
details of your problem, your name and contact number and the
CDF will contact your during office hours.
Print
For your convenience you can also print any of the screen details
or statement details on the printer attached to your PC. Most
browsers have a print selection which is commonly set to print
portrait. If you wish to print in landscape right click the mouse,
select PRINT, opening OPTIONS or PROPERTIES and selecting LANDSCAPE
then select OK or PRINT. You will learn through trial and error
whether to use portrait or landscape as some of the screen formats
are larger than the portrait print format.
Selecting more information
On any screen there are different words or phrases that are displayed
in a different colour from other text. When you move the mouse
over these phrases it will turn into a 'pointing hand' which indicates
there is a link to other information. Simply click to be linked
to other screens with more information.
Download
The download option in the Account and Account Transaction options
of CDF Online provides you with the facility to export your transaction
history in a specified format to your personal computer (hard
drive or diskette). This file may then be transferred to an accounting
software packages or a spreadsheet to sort into a particular order
to assist with account reconciliation.
Security Tips
Keep Passwords secret and secure
Don't leave a computer unattended while logged on to CDF Online
Do not use date of birth, telephone number, address, name or
names of friends, relatives or associates in a password
Change password regularly at least monthly is recommended
Always exit CDF Online when finished by clicking on the log off
button.
Use a reputable Internet provider
Always use the latest available virus scanning software or virus
signature file.
Transaction Records
Keep complete and accurate records of daily transactions you
or third parties initiate through CDF Online.
Keeping track of your transactions is easy. CDF Online provides
a 'confirmation' which you can print for your records. Check this
confirmation carefully and retain it to aid in reconciling account
statements.
CDF personnel will be pleased to discuss with you various options
for maintaining accurate records to provide an effective audit
trail.
If there is an error in an account or if unauthorised or mistaken
transactions have been made please notify us promptly by telephone
during business hours on 4979 1160 or Email cdf@mn.catholic.org.au.
Daily Limit
When you authorise access to your accounts you may stipulate
a value limit on the maximum amount that may transfer from each
of your accounts through the "external Transfer" option per business
day (ie 24 hours from midnight to midnight).
External Transfers to Financial Institutions
This feature of CDF Online provides great flexibility and efficiency
and also maintains a high level of security. For security purposes
you may elect to stipulate each transaction to be authorised by
two Login Names/Passwords.
Explanation of the Top Menu Bar
Welcome Screen
Several windows on the Welcome screen are used to display information
about your accounts and transactions.
The top window displays immediately after sign-on only, the date
and time when you last logged on successfully. It is recommended
you keep a record of each Logon to detect any un-authorised access.
Other windows include:
A list of the last 5 transactions on the main account nominated
by you. There is a link to a full transaction list for this account.;
A list of all your "linked" accounts with a link to Account details
for each Account.
A list of future payments due within the next 365 days with a
link to the periodical payment details for each future payment.
The appearance of the welcome screen can be customised by selecting
"customise" under the "other" menu and selecting the following
options:
Select a Main display account by clicking on "To remove or include
Accounts in the Account List displayed on the Welcome Page".
Customise List of Accounts by clicking on "To select which Account
is to be displayed listing the latest transactions on the Welcome
Page."
Accounts
The Full Account List screen displays a list of all your accounts
that are linked to CDF Online. To view more information about
each account click on the account number (see the "pointing hand")
to display the Account details screen.
The Accounts details screen displays more information about your
account. This screen has the following links:
Full Transaction History
Transfer
Credit External
Debit External
Transaction Download
For operations from the account shown.
Transact
The transact button in the top menu bar will enable you to perform
four types of value transactions (Login Name must have an authority
to operate and necessary access level). A drop down menu of options
will be displayed
For example, schools may choose to transfer funds direct to the Catholic Schools Office account, provided they obtain the CSO account number from them.
Transfer funds enables you to transfer funds between you account
or to other accounts within the CDF. The receiving account does
not have to be "linked" to CDF Online. For example schools may choose
to transfer funds direct to the Catholic Schools Office account. Provided you obtain
from them their account number.
Credit external enables you to transfer funds to an account at a financial institution. The first time you wish to credit an external account you will need to enter the BSB and account details manually when prompted.
Debit External is used to transfer funds from a financial institution.
The details of the other financial institution need to be recorded
by the CDF prior to this option being available to you. Refer to
the CDF to discuss this option as there are several operational
issues you should be aware of in relation to "dishonours" and associated
fees charged by the Commercial Banking system.
Multi Funds Transfer enables you to make multiple transfer through
a single debit or multiple debits to your accounts. For example
you can make multi transfers and multi external transfers. You cannot
do multi external debits.
Cheque allows you to request a cheque be printed at the CDF office. The staff will then forward the cheque to you or issue it as per your instructions.
With each of the above transactions you will have the option
to either Pay Now which enables you to authorise payment immediately.
Pay Later which enable you to pay a single future payment at
a future date or establish a regular future payment at a specified
interval or period with or without an expiry date.
Transact Option Tips
Please note all external transfers and debit external transactions
are released to the Commercial Banking system at 2.30pm on a banking
day. If these transactions are submitted after 2.30pm or on a weekend,
a public holiday or bank holiday then they will be processed on
the next banking day.
Transfers to your accounts or other accounts with the CDF are
processed in "real time" mode.
Future transfers can be changed or cancelled up to 4pm on the
business day before the scheduled date.
For all transfers the system will provide a "confirmation" of
each transfer which you must print and file with your payment records.
Future Payments
Future Payments in the top menu displays the list of periodical
payments. Click on the 'more' link to view full details of the
periodical payment or to amend or delete future payments.
Personal payees
Click Personal Payees in the top menu to store payee details
for transfers and external transfers. This option allows you to
set up details of regular payees to avoid having to re-key details
every time you want to transfer funds to them.
The screen has the links to make a payment to the payee or to
view/amend/delete payee details.
Other
The Other tab on the top menu bar will enable you to preform
the following functions which you can select from the drop down
menu:
- Interest details
- Statement details
- Customise
- Change Password
The interest details screen displays the current and previous
year's interest earned or paid on your accounts. You will not
see the amount of accrued interest - only interest that has been
debited or credited to your accounts.
The statement details screen shows you the transaction details
of an account over a period specified by you and allows you to
print this detail in a statement format.
Details shown on the statement will include:
- Beginning and End dates nominated by you
- Login Name of the person originating the request
- Name of the account
- Details of transactions in statement format
- Please keep in mind this is not a statement of your account
but a list of transactions in statement format to assist with
account reconciliation etc.
The following customisation options are available.
- To change your Login Name
- To change your Access Code
- To remove or include Accounts in the Account List displayed
on the Welcome Page
- To select which Account is to be displayed listing the latest
transactions on the Welcome Page
- Change Password option allows you to change your password.
To logout of the CDF Online simply click on the Log out button.
Always sign out when you have finished with CDF Online.
Frequently Asked Questions
What should I do to ensure my privacy is protected?
Always Log out of the CDF Online. You must Log out to close
a session. If you do not logout CDF Online will log you off
after 5 minutes and the internet session will be terminated
after a further 2 minutes.
Close your browser at the end of each CDF Online session.
Change your browser settings so that the secure pages you access
are not saved on the hard drive. Regularly change your password.
How do I change my browser settings?
If you have Microsoft Internet Explorer 4, start by selecting
"View"
If you have Microsoft Internet Explorer 5 or above, start by
selecting "Tools"
Then follow these steps for both versions:
Select "Internet Options"
Choose the tab labelled "Advanced"
Tick the box "Delete saved pages when browser is closed" (version
4) or "Empty Temporary Internet Files Folder when browser is
closed" (version 5 or above)
Click "OK"
How can I determine whether the data being transferred during
my CDF Online session is encrypted?
When you sign on to CDF Online a secure session will be established
between your computer and the CDF. You will not be able to connect
to the CDF Online sign in page unless your browser connects
with full 128 bit encryption. You can confirm your session is
encrypted by the appearance of the "lock" symbol at the foot
of the browser.
How can I contact the CDF if I have a CDF Online problem
or query after hours (say between 4.30pm to 9.00am Monday to
Friday and all day Saturday, Sunday and Public Holidays)?
Email the CDF on cdf@mm.catholic.org.au
and your query will be addressed as soon as possible after CDF
personnel arrive at the office.
Please include telephone contact details or email address and
preferred contact times for CDF personnel to contact you.
Users
Guide
