Tips For CDF Maitland-Newcastle Internet Users
http://www.cdfmn.com.au

Any Time

Your computer with Internet access has just become a powerful force in managing your CDF accounts.

With CDF Online you can:

• Transfer funds to CDF and External Bank Accounts
• Obtain Account Balances
• View and Print Transaction Listings
• View Interest Earned

How

You must have Internet Explorer 5
Log onto: http//www.cdfmn.com.au

1. Select the CDF Online option
2. Go to login here
3. Enter your Client Number, your password and your birth date via the scrambled pin pad.
4. Select which CDF account you wish to transact from
5. Use the menu bars to decide which type of transaction you wish to perform

Security

The security system of CDF uses the same level of encryption as other financial institutions. This way you can be sure that your accounts are safe from fraudulent transactions.

First time sign on

Log onto:http://cdfmn.com.au click on CDF Online, and then click on login here, enter your Client Number, your password and your birth date via the scrambled pin pad.

At this point, when clients first enter the system, they are told their password has expired. A new password must be entered and this is a password of the client’s choice. It must be between 5 and 14 digits in length and contain at least 2 numeric characters.

For example:~

Enter the password provided by CDF, then enter the new password, then enter the new password again to verify it.

This password should be changed regualarly and cannot be re-used until two others have been used between times.

Selecting more information

On any screen there are certain words or phrases that are displayed in a different colour from the other text. For example, on the Welcome screen there is a box containing a list of all your accounts with the current balance for each.

As the mouse is moved over the text on screen, it will turn into a ‘pointing hand’. Wherever the ‘pointing hand’ appears, there is a link to other information. Simply click to be linked to other screens with more information.

Printing the page

Most browsers do not have a print selection option. This means a client can print but cannot choose Landscape and, therefore, loses half the print job. However, right clicking the mouse, selecting print, opening Options, Properties or Basics and selecting Landscape can print the screen. Then select OK and proceed with printing. When finished, repeat the steps and reset to Portrait.

Transfer of funds

When entering information to transfer funds to an account externally, there are several rules to follow.

The BSB (Bank/State/Branch) number consists of six digits. It must not have any spacing, dots or a hyphen.

For example:

The account number must be one to nine digits in length. It must not have any alpha characters, spaces, dots or hyphens.

For example:

The account name must be all alpha characters and must not contain ampersand (&) or commas. Text can be upper or lower case or a mix of both.

For example:

Printing Statements

At the Other button, a drop down list of options appears, one being Statement. Click on this, choose the account or accounts you wish to see.

Select the start and finish dates for the statements by moving the mouse pointer over the box; a calendar will appear. The year can be moved up or down by clicking on the « or » at each side of the month. The month can be changed via the drop down box at the right of the calendar box or clicking the < or > each side of the month. The day is selected by clicking on the day in the calendar.

To print, either click on the printer icon or use the right mouse button but ensure that the printing is in Portrait.

Setting up future payments

To set future payments, ‘Full Access’ is required. For those accounts which need more than one signature to operate the account, two authority signatories need to be present to authorise the payment.

At the payments button select the type of payment that will be affected and enter the details of the first payment. Then select Pay Later to choose a once only or a regular payment for a regular payment, select the frequency and the date of first payment.
The payment can then be approved, checked and confirmed by following the instructions on the screen.

Changing future payments

Click on the Future payments button. and a list of future payments appears. At the right of each payment list is the word More. Click on More and then on the next screen click on Modify. Make the necessary changes and save the amended details.

Personal payees

It is possible to set up a list of personal payees to whom payments or transfers are made for use when payments or transfers differ in amount or regularity

Go to the Personal Payees button; select the type of payment (Transfer, or External transfer). Load the necessary information and then click on Update.

To change the information, pay the payee or delete the payee, select Personal Payees. A list of personal payees is displayed.

To pay the payee, click on Pay next to the payee name and enter the amount and proceed as normal.

To change the details, click on Change next to the payee and then simply alter the details and click on Update.

To delete, click on Modify next to the payee name and click on Delete. If you delete a payee from the list and you do not wish to make any further payments check your future payments list as well and delete the details there.

Catholic Development Fund
PO Box 765, Newcastle NSW 2300
Phone 02 4979 1160 Fax 02 4979 1169
Email cdf@mn.catholic.org.au