NexorONE^® - Core Banking System

... Click on the "Modify" button to change your profile information.

... Click on the "Create from CSV file" button.

... The "Import Profiles From CSV File" is displayed

... Click on browse to select a file which is comma delimited.

... Click on the "View / Modify" button under User Profiles

... In the "Profile Listing" displayed

... Click on a username to view or modify his / her information.

... Click on the "View / Modify" button under Administrators Profiles

... In the "Profile Listing" displayed

... Click on a username to view or modify his / her information.

... Select View or Modify Enter button

The "Profile Listing" is displayed
... Select a user from the list using the username link

... Click on the "Account Number" to see details

... Click on "Modify" button

... Click the checkbox that allows us to change manually the Account Number.

... Select View or Modify Enter button

The "Profile Listing" is displayed
... Select a user from the list using the username link

... Click on the "Account Number" to see details

... Click on "Modify" button

... For "Account Type" click on the drop-down menu and change the type.

... Select View or Modify Enter button

The "Profile Listing" is displayed.
... Select a user from the list using the username link

... Click on the "Modify" button

Scroll down to "Profile Settings".
... For status click the dropdown list for different statuses and select one.

... Select View or Modify Enter button

The "Profile Listing" is displayed.
... Select a user from the list using the username link

... Click on the "Term Deposit Account Number" to see details

... Click on "Modify" button

Scroll down until the title "Term Deposit" is displayed and click in the checkbox.
... Type or click and select a date then click on Save button.

... Select View or Modify Enter button

The "Profile Listing" is displayed.
... Select a user from the list using the username link

... Click on the "Term Deposit Account Number" to see details

... Click on "Modify" button

Scroll down until the title "Interests" is displayed.
... Click on the radio button "Add to other Account"

... From the drop-down select the other account

... Click the save button.

Scroll down until "Recurring Transfers".
... Click the "Enter" button at the end of the line "Transfers Between Users"

... Click the "Create" button

... Select the user you would like to debit

... Select the user you would like to credit

... Enter the missing information for the "Recurring transfers between users"

... This time select the account number you wish to debit from

... Select the account number you wish to credit to

... Quantity or amount

... Add a description the starting date, and the recurring interval

... Click on save.

Under "Transfers" title
... Click on the "enter" button for "Outgoing Transfer" under the "Transfers" title

... Select a user from the list using the username link

... Fill the form with the required information for the transfer

... Click on "Continue"

... Verify all the information and click on submit.

Under "Transfers" title
... Click on the "enter" button for "Incoming Transfer" under the "Transfers" title

... Select a user from the list using the username link

... Fill the form with the required information for the transfer

... Click on "Continue"

... Verify all the information and click on submit.

... Click on the "enter" button for "Import Transactions from CSV File" under the "Import Transactions" title

... Click the "Choose File" button to upload a comma separated values file

... Click on "Continue".

... Click on the "Create Message" button

... Select "Specific User" and click on "Select User" button

... Type your message

... Click on "Send" button.

... Click on the "Create Message" button

... Select "All User" and click on "Select User" button

... Type your message

... Click on "Send" button.

... Click on the "Create Message" button

... Select "Profiles" and click on "Profile Groups"

... Type your message

... Click on "Send" button.

You will find columns with different "Transfer Requests".
... Click in the column number to view the requests.

... In the "System Requests" screen under "Transfer Requests" title find the different types of request and the statuses

... Click in the subject to open up a request.

... Review the information from the request and when ready click on process or execute.

Under the "Registration Requests" title
... Find "New User Registration" and click the Pending number

... Click the hyperlinked subject under "New User Registration"

... Click on "Cancel" button to decline the registration.

Under "Portfolio Management" title
...Select which type of portfolio you would like to create from the list
Click on the "Enter" button

...Then in the next screen click the "Add" button

... Select the type, currency and margin

... Click the "Save" button.

... Under "Portfolio Management" title

... Select "All User" and click on "Select User" button

... Type your message

... Click on "Send" button.

... Click on "Send" button.

... Click on "Add News" button

... Add the news title, news summary and the content

... Click on "Save" button

... Click on the "Create Message" button

... Select "Specific User" and click on "Select User" button

... Type your message

... Click on "Send" button.

... Click on the "Create Message" button

... Select "All User" and click on "Select User" button

... Type your message

... Click on "Send" button.

... Click on the "Create Message" button

... Select "Specific User" and click on "Select User" button

... Type your message

... Click on "Send" button.

... Click on the "Create Message" button

... Select "All User" and click on "Select User" button

... Type your message

... Click on "Send" button.

... Click on the "Create Message" button

... Select "Specific User" and click on "Select User" button

... Type your message

... Click on "Send" button.

... Click on the "Create Message" button

... Select "All User" and click on "Select User" button

... Type your message

... Click on "Send" button.