Allied Payment’s FI Admin Research and Dashboard Review Welcome to this brief training message about Allied Payment’s Financial Institution Admin System. In this session we will share insight on quick and easy ways to research payments. We will also begin with a brief introduction to the dashboard.

Dashboard for FI Admin The Main Screen of the Admin System is <CLICK> the Dashboard This provides you with up to the minute information on your picture pay program and navigation to other reports and tools. As you look at the dashboard, The first date listed <CLICK> in the Cust Date should be today and the second should be 12/31 of the current year, in order to capture all payment activity. You can change the dates for activity of a specific time period by typing in a date or choosing one from the calendar and clicking on the refresh link to update the data. This will allow you to quickly obtain statistics from any time frame you wish to view. The information listed within the dashboard refreshes <CLICK> every 60 seconds so you truly have up to the minute information on your program. An Item count and dollar amount are presented within the dashboard for all scheduled payments. <CLICK> It includes those that will be sent out electronically and via paper draft. As well as any payment items on Bank Hold or that have been rejected. Bank Holds are payment items that need bank intervention. <CLICK> Not only are all Bank Hold items listed here but the Financial Institution is also alerted by email that there is a payment that needs attention. The most common cause for Bank Holds are customers attempting to make a deposit rather than a payment through Picture Pay. To find and view both Bank Hold and Rejected items quickly you can simply click on Bank Hold or Rejects to be taken to a page with only those outstanding items listed along with their associated picture and additional payment details. Additionally the dashboard displays <CLICK> the number and percent of all payments listed that are being sent electronically. Those payments that are being send via an expedited option are also listed along with the fees to be collected. <CLICK – CLICK>

Research Page The Research page default view displays all payments that are to be collected today along with some <CLICK> quick view payment details that can be sorted by each header. You’ll also notice that the payments have either a <CLICK> check for items that have been sent out via paper check or a lightning bolt signifying a payment paid electronically. To search for specific or a different range of payments <CLICK> you can use the Search Fields on the left hand side of the screen. If you would like to see the picture associated with the payment just <CLICK> single click on the camera icon to the right of the payment.

Research Page – Payment Details When you <CLICK> click on an item on the screen, more information about the payment highlighted is <CLICK> listed on the right side of the screen. For even further information you can <CLICK> choose View More Details or double click on the payment itself. This will open a window <CLICK> with full details about the transaction.

Research Page – Payment Details From here you can also <CLICK> add notes to a payment by entering information in the conversation notes space in the right hand section of the window. This will not only record the notes you enter for future review but also list the user name as well as time and date of the comment. Additional functions from this window include placing an item on Hold and Rejecting a payment

Research Page – Payment Details Editing Payments Clicking on the <CLICK> Edit Payment button allows you to <CLICK> view and edit or change any incorrect payment information before processing.

Research Page – Payment Details Payment Details For payments that are already processed the Payment Details Screen allows you to view the payment’s tracking.

Allied Payment’s FI Admin system gives you up to the minute access and control. With FI Admin, your Picture Pay Program is easy to monitor and manage. No worries about research or ease of use! You can focus on what matters most, your customers! This concludes this training module.