Your questions, answered - UI Refresh

Downloads feature has been relocated to the User toolbar at the bottom-left of your screen. You can now:

• search downloads
• view the report name as well as the report type
• identify a user generated report or a scheduled report by the icon alongside the report name
• see the number of reports in your Downloads screen
• select all or unselect all reports in your Downloads screen
• select and delete individual reports
• select and delete multiple reports at a time

Yes, all existing downloads will be visible from the relocated Downloads screen.

The Notifications feature has been renamed to Inbox and relocated to the User toolbar at the bottom-left of your screen. You can now:

• identify the number of unread notifications by the red counter indicator
• sort notifications by newest or oldest on top
• view the notification from the right-panel of your screen
• view the time the notification was received
• delete notifications

Yes, all existing notifications will be visible from the relocated Inbox screen.

Creating, scheduling and downloading report workflows will remain the same from the respective report menus. Account Reports will initially be available from the Favourite Reports widget and then extend to Payments, Receivables, Commercial Cards, etc.

Payments, Receivables, Commercial Cards, etc. reports will be available from the respective menus. Account Reports will initially be available from the Favourite Reports widget and then extend to other reports when available.

Australia, New Zealand and China - visit Report Centre for your Payments and Receivables reports.

All scheduled reports will remain unchanged and available from the respective menus.

The User settings feature has been renamed to Profile and relocated to the User toolbar at the bottom-left of your screen. You can now:

• log out from your relocated Profile
• view your sign in & security details such as User ID, user name and preferred name

Initially, your landing page will default to the refreshed dashboard. You can then reset your landing page by opening your preferred screen, then click Profile from the bottom-left menu and click Set as landing page.

To update your profile, please refer to your Customer Administrator or ANZ representative.

The widget features have been enhanced with additional functionality. You can now:

Overall widget features

• add multiple instances of the Favorite accounts, Favorite reports, Cards top spend and Loan summary widgets
• rename widgets to personalise your workspace

Balance widget

• view additional information for balance types, e.g.,
  • Commercial cards - Opening balance, Total Available Funds and Total limit
  • Loan - Total loans, Drawn Amount and Current Limit
  • Operating accounts - Ledger balance and Available funds
  • Term Deposit - Interest rate, Maturity Date and Principle Amount
• view account name and account type
• identify currencies by a country or region flag

Favourite reports widget

• consolidates Favourite reports with Favourite account reports
  • Initially, this will only display Favourite account reports
  • All other reports will be available from the respective report menus

Loan summary widget

• filter loan information by date range

My approvals widget

• view multiple approvals for features such as Payments, Receivables, Commercial Cards, Trade transactions, Guarantees & Standby LC's and Asia & Pacific payments
• red counter to indicate the number of pending approvals
• click the feature pending approval to open the screen, and then view and approve from the grid
  • Approval directly from the widget has been modified to now approve from the menu screens

Status widget

• view multiple statuses for features such as Payments, Receivables, Commercial Cards, Asia & Pacific Payments, Guarantees & Standby LC's, Trade Finance, User Management and Term Deposits
• click the feature status to open the screen, and then view and action from the grid

The Favourite Accounts widget has now been relabelled to Balances widget and can now include operating accounts, billing entities, loans and term deposits.

The Favourite Account Reports widget has now been consolidated into a single Favourite Reports widget.

The Deposits widget has now been retired. You can add your Deposits to the Balances widget.

The Payment Status widget has now been relabelled to Status widget and now includes multiple features such as Payments, Receivables, Commercial Cards, Asia & Pacific Payments, Guarantees & Standby LC's, Trade Finance, User Management and Term Deposits.

All the Approval widgets such as Pending Approval, Commercial Cards Approvals, Trade Approvals, Guarantee & Standby LC's Approvals and Payment Approvals - Asia & Pacific has now been consolidated into a single My approvals widget.

The Card Programs at a Glance, Card Top Spend and Loan Summary widgets will be retained and updated with the new design aspects. The Card Programs at a Glance will be relabelled to Cards program overview.

Your workspace has been enhanced with the addition of:

• a personalised Welcome (name) and Welcome back, (name)
• drop-down list for your multiple dashboards
• Quick actions button(s) to start common activities such as creation tasks

Your workspaces will remain unchanged. However, you may notice fewer widgets as some have been retired or combined with other related widgets.

New users or users who are yet to create a workspace will automatically receive default widgets based on user entitlements. You can then customise your widgets to include the features that are relevant to you.