How do I know that I have got the right access page for Uniting Online?
The new login page can still be accessed via our website www.unitingfinancial.com.au or directly via https://www.unitingonline.com.au/Home
How do I send my new investment application form to Uniting Financial Services?
You will not require new login details. Your existing user ID and passcode will provide you access to Uniting Online. If you need to change your passcode in future you will be required to include a character (!@#$%&). This provides another layer of security for our clients in keeping with financial services “best practice”
I have forgotten my passcode. What can I do?
If you know your User ID, we may be able to help you over the phone providing you pass our identification process. Please contact us on 1300 133 673 or otherwise download the application form available from our website at: https://www.unitingfinancial.com.au/wp-content/uploads/2018/03/Gen_Uniting_Online_App_F8_201801.pdf
Some of my Billers and Payees favourites are no longer available?
Billers and payees are now known as “Contacts”. Invalid, obsolete or unused contacts have not been migrated to the new system. You can recreate any contact by going to the “Manage” tab. We recommend you regularly review your contacts and delete unused contact to avoid slowing down your selection process.
What will happen to all my e-statements that were available on the old system?
All e-statements will be migrated across to the new system.
What are batch payment files?
Batch payments are ideal for organisations that make regular weekly, fortnightly or monthly payments to the same bank accounts but perhaps only the amount differs. It is useful for regular wage payments etc. All you need to do is alter the amounts, load the batch payment into the system and authorise it in the usual manner. You can also make batch payments by uploading an ABA format file.
What is the difference between my Current Balance and Available balance?
Balance – is the actual balance of your facility or investment. The Available Balance – is the amount available to you taking into account any uncleared cheques and direct debits.
Why can’t I access Uniting Online with the User ID and passcode I received from U.F.S.?
For security reasons new User IDs and passcodes are only valid for 10 days. If your passcode expires then you will need to request a new one by contacting our team on 1300 133 673.
I am having difficulties downloading transactions.
This can be due to the “pop up” setting on your computer. You may need to enable “pop ups”. The way you do this can vary depending on the browser you use. Google “unblock poppers” and follow the instructions. If this does not fix the issue contact one of our team on 1300 133 673.
I need to search for a particular transaction. How can I do this?
Go to the transaction tab and select the facility you would like to search. Select the spyglass icon You will see there are a number of ways to search for a transaction.
For church organisations, how long do we have to approve a transaction?
This depends on the option you select when making a payment. If you select “now” the payment will go in the next file following full authorisation. If not fully authorised the payment will expire and disappear after 14 days. If you choose a “specified date” then you have until midnight the day before the payment is due or 14 days (whichever comes first) to fully authorise the payment.
Is there a cut-off time for transactions?
The system automatically processes three outward files each business day. 11am, 3pm and 4.45pm. To ensure overnight transmission you will need to have authorised your payment in full by 4.40pm at the latest.
My online limit is only $5k and I need to do transactions for larger amount. What can I do?
$5k is the default limit. If you require a higher limit then you can request an increase in your limit by application. Having large on-line limits can increase your liability so for security reasons it is best to keep your limits to a minimum where possible. If you require a limit increase, please download the ‘Change of Daily Limit’ form available on our website: http:// www.unitingfinancial.com.au/wp-content/uploads/2018/03/Gen_UOL_Change_Limit_F9_201801.pdf
Our bookkeeper does not have Uniting Online access. Can I just give them my User ID and passcode?
Your User ID and passcode is your digital signature. It should never be shared with anyone. Sharing this information increases your chances of being defrauded. UFS will never ask you for your passcode. You should protect it as you would your purse or wallet.
For some reason I cannot initiate a payment. What can I do?
It might be because of your access level. For church organisations There are 4 levels of access: View Only – You can only view information Initiator – You can only create payments and view information Authoriser Only – you can authorise only and view information Initiator/Authoriser – You can initiate a payment and be the first authoriser in one-step as well as view information.
I had heard that UFS was going to do direct feeds to Xero. Is this correct?
This is not entirely correct. Direct feeds are a completely different process to downloading transactions. In this upgrade, we have improved the process of downloading transactional information to be more in line with Xero packages. Due to the number of different accounting packages used by our investors, providing direct feeds could be an expensive and complex process. The decision to provide direct feeds would require a whole of Synod approach to achieve the most cost effective outcome.
I need to export my transactions to my accounting software package. I note there are a few options in the format drop down box. Which one do I select?
There are three options for downloading transactions: CSV – This produces transactions in an excel spreadsheet format PDF – This will produce a PDF copy of a transaction listing QIF – This format should be able to be used with MYOB and Xero
When I transfer money, what is the difference between the “now” and “later” buttons?
Also Refer question 9 – Note- if you select a date for payment that is not a business day, the payment will be deducted from your investment but will not leave UFS until the next working day. E.g. If you make the payment to occur on a Saturday to an external financial institution, the payment will not be transmitted until Monday and will not be received by the recipient bank until Tuesday morning.
I am trying to make a BPay payment but I get a message that the CRN is not right. What does this mean?
Please refer to your bill and make sure the number you have entered is correct. Sometimes the reference code changes. If you still have difficulties, please contact us on 1300 133 673
What are “Scheduled” Transactions?
Scheduled transactions are those transactions you have set up to occur sometime in the future. It can be a one-off transaction or a recurring transaction set up to be paid daily, weekly monthly etc. You can create a scheduled transaction for either a regular transfer or a BPay payment. These can be altered, deleted or changed through the “Scheduled” option under the “Transfer and Pay” tab. Please contact us on 1300 133 673 for further assistance.
How do I authorise a transaction?
Go to the “Authorisation” section under Transfer and Pay tab. From there you can View , Approve or reject a transaction if you are authorised to do so.
I cannot always see my e-statements when I log into Uniting Online. Why would be the reason for that?
e-statements are PDF copies of paper statements so they will only be available at the end of the statement cycle. Statements are issued either monthly, quarterly or half-yearly depending on the investment/facility type.
How can I be sure that Uniting Online is safe?
Uniting Online is an industry standard encrypted platform. Security is paramount to us and despite never having our system breached; the opportunity to move to an even more secure environment was an added bonus to our upgrade. While our system is safe it is important to ensure you follow safe practice by not sharing User ID’s and passcodes and only accessing Uniting Online from a computer you know to be secure. Never save your passcode to any password saving system such as Google and always logout completely when you have finished a session.
UFS does not provide a description for me to be able to recognise a payment?
Uniting Financial Services like all banking online platforms reproduces any description provided by the remitter. Unfortunately, if there is no description provided nothing will appear against your transaction. We recommend that you encourage your remitters to quote a reference number (e.g. an invoice or client number) so that you can identify the payment
My new payee is not saving to my “Contacts”.
If you are establishing a new contact within the payment screen, it will only be saved and appear on your contact list once all authorisations have taken place. This avoids incorrect information being saved. Alternatively, you can set up a new payee in your “Contacts” screen first before initiating the transaction.
How do I apply for:
- Church Loan
- Overdraft (Church)
- Corporate Card
- Merchant Facility
- Home Loan (Ministers)
- Car Loan (Ministers)
- Personal Loan (Ministers)