Powerpoint

advertisement
www.upay.co.uk
Upay
User
Guide
WELCOME TO UPAY
This guide is aimed to help you to use
the Upay website.
You should receive a welcome email
from Upay.co.uk.
This email will contain summarised
instructions & the Raven URL to login.
For reference this is also below.
To launch Upay you will need to navigate
to:
www.shib.upay.co.uk?entityID=https://shi
b.raven.cam.ac.uk/shibboleth
You can then login with your Raven
credentials
If you have any queries with logging in,
please refer these to km328@cam.ac.uk
If you are experiencing any issues with
the Upay website please refer these to
helpdesk@upay.co.uk
Once logged in you will be presented with your account
page, branded with your company’s details.
You will see your menu options on the left hand side of the
screen.
The first menu heading is Account Balance; by clicking on
here you can check your most recent balance.
The date and time displayed next to your current balance is
the date of your last account activity.
PAY AS YOU GO TOP UP
You will see within the Card Top Up menu that you have a
number of ways to top up your account.
The first is a pay as you go option, which allows you to select an
amount and manually enter your credit\debit card details (please
see screenshots below). Please note that after any top up to your
account you will receive a confirmation email.
If this email has not been received within one hour please
contact helpdesk@uniware.co.uk
AUTO TOP UP
Another way to top up your account is using Auto Top Up.
This allows you to set a minimum balance; every time that you
reach this amount your account will be topped up automatically
using your debit\credit card.
The amount by which you wish to top up each time is also
customisable within the setup.
Select your minimum balance. Then select how much you would
like to top up by each time.
You must then confirm your credit/debit card details before
progressing.
These details can be amended at any time through the My
Account Details screen.
You can cancel Auto Top Ups on your account by selecting Auto
Top Up from the Account Top Up menu and selecting Disable
Auto Top Ups.
TOP UP REMINDERS
The Top Up Reminder service is designed specifically for Upay
account holders who wish to be reminded when their account
balance has fallen below a pre-set level, but who wish to have
control over whether to top up at that time or not.
Please note that you will not be able to use Top Up Reminders if
you already have Auto Top Up set up on your Upay account.
Firstly, you need to enter a minimum balance at which you will
receive an email reminder inviting you to top up.
You will then be asked set the amount to be credited to your
account. Please note that by setting this amount you will not be
completing the transaction, merely preparing it for future use.
You can cancel Top Up Reminders on your account by selecting
Top Up reminders from the Account Top Up menu and selecting
Remove Top Up Reminders
UPAY MOBILE
UPAY Mobile is a mobile enhanced HTML5 site
that allows you to top-up on the go. Also can be
used to check balances and statements.
When launching the Raven login, if you are
running this from a mobile platform you will
receive a splash screen asking if you would like
to load the mobile version of the site
UPAY – FUNCTION BOOKING
Card holders are able to book functions via the
Upay web site which will then be charged to
your end of term bill.
>Select
function
>Confirm
>Select
>View
menu options
guest list
>Obtain
>Enter
numbers
receipt for booking
function via check in solution on handheld
>
User Statement
UPAY – FUNCTION BOOKING
Card holders are able to book functions via the
Upay web site which will then be charged to your
end of term bill.
>Select
function
>Confirm
>Select
>View
menu options
guest list
>Obtain
>Enter
numbers
receipt for booking
function via check in solution on handheld
UPAY – FUNCTION BOOKING
Card holders are able to book functions via the
Upay web site which will then be charged to your
end of term bill.
>Select
function
>Confirm
>Select
>View
menu options
guest list
>Obtain
>Enter
numbers
receipt for booking
function via check in solution on handheld
MY ACCOUNT DETAILS
You can manage all aspects of your Upay account
through the My Account Details menu. This includes
managing your SMS and Auto Top Up facilities, your
saved payment methods, spend limits, changing your
personal details and disabling your account if you loose
your card.
STATEMENTS
Two types of statements are available within the Statements
section.
The first is a full statement of your cashless account, including
purchases at the till and revalues at both loaders and online.
The second statement lists online transactions, giving you only
the information on any transactions that have been made
through the Upay site.
You can request a full statement to be emailed to you on a
regular basis; this will provide you with a list of your full purchase
transactions and all revalues to your account.
Please note that all reports from Upay can be exported into
different formats; these can be accessed from the drop down list
at the top of the page reading Select Format.
SUPPORT
Through the Support menu you can find a copy of the Upay Help
Guide, along with information on FAQs. Should these features
not resolve your problem, there is also a link to our online
support service. Alternatively, you can email
helpdesk@upay.co.uk.
UPAY FEEDBACK
We appreciate any feedback received
regarding either the Upay site or the service
itself. Should you wish to make a comment
you can do so by submitting a suggestion via
the Upay Feedback menu.
Please note that this service should not be
used for reporting technical difficulties;
instead, please email helpdesk@upay.co.uk.
If you need any further assistance regarding Upay please email helpdesk@upay.co.uk.
Download