The New iBB is here

Internet Business Banking (iBB) is getting an upgrade. Here’s what that means for you.

 

How will I know if  my company has been upgraded?

Before you’re upgraded we’ll send messages in your current iBB to give you notice. When the upgrade has been applied, when you log-in to iBB as normal, you will see a message on the second screen above the Passphrase & OTC fields. After successfully logging in you will see the brand new version of iBB.

 

 

International Payments and new iBB – Action Required

The International payments package is coming FREE as part of your new iBB experience from October 16th. You need to take action to ensure you have access to international payments from this date. Your Local Admin should take the steps outlined below on your old iBB.

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    Steps to complete:

    1. Click the ‘Return to the old iBB’ button at the top of the screen
    2. Click ‘Local Admin’ in the iBB menu
    3. Click ‘User List’ in the iBB menu
    4. For each user in your organisation:

    a.       Click ‘Modify’

    b.      Go to the Processes tab

    c.       If any of the processes in the list below do not have a ‘Yes’ in the Access column, click on the Process name and then click the ‘Grant’ button

    d.      Once finished, click ‘Save’ and then click ‘OK’ on the message that appears

    e.      Click on ‘Validation List’ in the iBB menu

    f.        Select the user and click the ‘Authorise’ button

    g.       Enter an OTC from your Digipass and click ‘Confirm’

     

    Process list
    Access Diameter Acct for Payments
    Assign Domestic Beneficiary
    Assign International Beneficiary
    Beneficiary Mgt – Create Domestic
    Beneficiary Mgt – Create Intl
    Create CHAPS
    Create Domestic 3rd Party         
    Create International Payment
    Create SEPA CT 

     

    If you need help, don’t forget that user guides are available online for Local Admins. You can also call our team of Customer Support Advisers at: 0370 243 0331+, or from abroad +44 370 0331. Lines are open Monday to Friday 9.00am - 5.00pm (Excluding Bank Holidays).

     

    + Call charges may vary – refer to your service provider.

     

    Thanks for helping us make your iBB experience even better. We’ll continue to keep you updated on all new features and enhancements.

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Payment Limits

When your company is upgraded we will move your Company Cash Management Limit (CML) into the new iBB. CML is the amount your company can pay per day on iBB.

We will also apply the same user ‘daily payment limits’ to the new iBB for your payment authorisers.

 

Local Administrators will be able to view these changes in the old iBB*. Simply go to the Local Admin menu, select User List, Modify, and then Limits.
*see the ‘Will I lose the old iBB’ in the FAQ’s below

 

 

 

Transactions vs Payments Logs

In the new iBB, the Payments Log is now located in the Payments menu.  This shows all outgoing payments made in the new iBB.  Any payments made in the old iBB will not be shown here, to see those, you can view your Outgoing Payments Log in the old iBB.

 

Your account balances and transactions will continue to show all payments made in and out of your accounts, regardless of whether they were made online, in-branch, by cheque etc.  In the new iBB you can view these in your Accounts page.

 

 

 

Changes take affect overnight

Any changes you make in the old iBB to user profiles, user limits, and if you add or delete payees, they will be applied to the new iBB overnight.

Changes made in the new iBB will not be applied back to the old iBB.

 

 

 

We’ll take care of the rest for you

No need to worry about setting up payees or user permissions, once you have access to the new iBB they will be available and ready for use. If you don’t see a saved payee from old iBB in new iBB, it’s because there’s invalid information saved with the payee e.g. IBAN, Bank Code. Please recreate the payee in new iBB.  You can find out more about transactions and payments within the new iBB on our YouTube channel.  

 

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More about the iBB upgrade

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    What’s in the new iBB?

    • Access to transactions dating back to January 2017
    • View, search and export your transactions all from one page, no more clicking through menu options
    • A pilot of PDF statements has been added
    • UK domestic payments (international payments will be added later this year)
    • Forward-date your domestic payments up to 3 months in advance
    • Add, edit and delete your domestic Payees
    • You will need to use the old iBB to make any changes to User profiles, including permissions and limits. This is temporary, we will bring these features into the new iBB later next year, and update you with messages in your iBB.

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    Will my login details change?

    Your existing User ID, Password (previously Passphrase) and Digipass will work as normal and with the same levels of security.

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    Will I lose the old iBB?

    Not yet, we plan to start disabling the old iBB towards the end of 2020. For now, you can return to the old iBB after you have logged into the new one.  You will not be able to make payments there as your CML has been moved to the new iBB but you can view old Payment Logs or access the Local Admin menu. We will give you notice before the old iBB is disabled.

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    What is the "CML Limits" Screen in the old iBB?

    When your company receives the iBB upgrade, your Company Cash Management Limit will be moved to the new iBB. More information on your Cash Management Limit (CML) is available in the CML Limits screen under Local Admin in the old iBB.

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    Can I give feedback on the changes?

    Yes, of course. When you log out of the new iBB a survey will appear on screen Please share your thoughts with us – all information on the form is anonymous.

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    I don't have the new iBB. When will I get it?

    All customers will get the upgrade but we are launching it on a phased basis. As more features are upgraded we will make it available to more customers.

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Helpful information for the new iBB

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    PAYMENTS

    To create and authorise payments, simply follow the steps below:

     

    Create a Payment

     

    1. Click the PAYMENTS tab at the top of the screen.
    2. Select Pay / Transfer
    3. Select the account you want to make the transfer from, from the dropdown list.
    4. Insert the amount you want to transfer.
    5. Click the ‘account or payee’ button. A pop-up window will appear and you can search for the account / payee by writing their name in the box or by scrolling through the list.
    6. You don’t have to, but you can then insert a message to appear on your statement and your payee’s statement, as well as a description of the payment.
    7. Finally, select the date you want to make the payment – you can choose today’s date or any date in the next 90 days.
    8. Click continue and you will be brought to a payment review screen.
    9. If you have the permission, you can select ‘Authorise’ and complete the payment by entering an OTC (One Time Code) from your digipass. If you don’t have the permission to authorise, click ‘Save for Authorisation’ and let your colleague know to log in and complete the payment that is now in their ‘Authorisations’ list.
    10. When your payment is confirmed, you can see all the details of the payment on the final screen and print a copy of the confirmation if you need it. 

     

    Top Tips:

    • If you do have the permission to approve payments but you would like to make multiple payments today, or if you are not ready to send the payment yet you can choose ‘Save for Authorisation’.  Then when you are ready to complete your payment(s) you can find them in the Authorisations page.
    • As per step 6 above, we recommend entering a description into the payee’s statement message so they know this payment came from you.

     

     

    Authorise a Payment

     

    1. When a payment has been created it must be authorised before it can be sent.
    2. Click the PAYMENTS tab at the top of the screen.
    3. Select ‘Authorisations’ and a list of all payments awaiting authorisation will appear.
    4. Where the green tick has an ‘F’ beside it, this indicates you are the final authoriser for this payment.  To authorise one payment, simply click the green tick button to the right. To authorise multiple, click the box to the left of each payment to highlight them and click authorise at the top of the list. (NOTE: The maximum number you can authorise in any one go is 50).
    5. Enter a One Time Code into the pop-up window and click authorise for a final time.
    6. A message will appear on screen letting you know your payment(s) have been authorised. The status of the payments will also appear i.e. letting you know they’re now being processed, or that they need to be authorised by a second authoriser if your company has dual authorisation set up.

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    STATEMENTS

    We’ve started to roll out statements online for select account types – this means that you can print monthly statements for your account or save them as a PDF. We’re working to bring statements to even more account types, so keep an eye on your messages to find out when they arrive.

     

    To print / save statements:

     

    1. From the Accounts page, select the account you want.
    2. Click the ‘Statements’ tab that appears under your account details.
    3. Your monthly statements will appear with a button to the right to ‘Download PDF’. If statements aren’t available for your account(s) yet, a message will appear on screen letting you know this.

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    PAYEES

    Now, you can create and edit payees within the new iBB – no need to delete payees and create them again just because their details are wrong or have been changed.

     

    PLEASE NOTE: You can only edit payees that have been created in the new iBB.

     

    Create a Payee

     

    1. Go to the PAYMENTS tab at the top of the page.
    2. Select Payees. A list of all your payees will appear if you have some already.
    3. Click the green ‘Add Payee’ button.
    4. Enter the payees’ details: name, IBAN, address etc. NB – an address is required to create the payee.
    5. If you have the permission, you can select ‘Authorise’ to create the payee by entering a TDS (Transaction Data Signature) from your digipass. If you don’t have the permission to authorise, click ‘Save for Authorisation’ and let your colleague know to log in and complete the payee set-up. The payee will now be in their ‘Authorisations’ list.         

     

     

    Edit a Payee

     

    1. Go to the PAYMENTS tab at the top of the page.
    2. Select Payees. A list of all your payees will appear if you have some already.
    3. Find the payee you want to edit – you can search their name in the text box or scroll through your list.
    4. Click the payee you want to edit and the details will show on the right hand side.
    5. To edit the details, click the green pencil button beside the payee’s name.
    6. Update the details and if you have the permission, you can select ‘Authorise’ to update the payee by entering a TDS (Transaction Data Signature) from your digipass. If you don’t have the permission to authorise, click ‘Save for Authorisation’ and let your colleague know to log in and complete the payee update. The payee will now be in their ‘Authorisations’ list.

     

     

    Authorise a Payee from the Authorisations list

     

    1. Click the PAYMENTS tab at the top of the screen.
    2. Select Authorisations.
    3. Select ‘Payees’ from the headings and all the payees waiting to be authorised will appear.
    4. To authorise, simply select a payee from the list and click on the green tick button that appears beside their details.
    5. In the pop-up window, enter a One Time Code (OTC) to complete the authorisation.
    6. If your company has dual authorisation set-up, a message will appear on screen letting you know that the payees need to be authorised by a second authoriser.  

     

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    EXPORTING / DOWNLOADING TRANSACTIONS

    1. Select an account from your homepage
    2. In the box under ‘Transactions’, select the date range you’d like to download transactions for – this can be a custom range (made by clicking a start date and an end date within the calendar) or one of the pre-made ranges offered i.e. last week, this month etc.
    3. The ‘Download filtered transactions’ button on the right of the screen will turn green and you can download your transactions as an excel file.

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    CREATING A TDS (TRANSACTION DATA SIGNATURE)

    1. Using the purple digipass press the TDS button once and TDS1 will appear on screen OR using the white digipass select 2 for TDS and TDS1 will appear on screen.
    2. Enter the first six numeric characters of the new payees IBAN.  E.G. IE27AIBK93136512345678. Here, the first six characters would be 279313.
    3. Press OK
    4. TDS 2 will be displayed.
    5. Press OK.
    6. The 8 digit TDS code will be displayed on your digipass.
    7. On the iBB authorisation screen, enter the 8 digit Code into the TDS field and press confirm.

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Stay secure online

 

iBB will continue to have the same high levels of security, but sadly fraud is a fact of life and so it is important to remain vigilant for scams and internet fraud. Fraudsters may call pretending to be from the bank and ask you to create codes on your Digipass, perform test payments or to transfer money out of your account. If you are asked to do this it will be a fraud.

 

You should also be cautious if your computer slows down while using iBB, particularly at log in. This may be a sign of the presence of Malware.

 

More information on staying safe online is available in our Security Centre