Scribd Logo
Upload

Welcome to Scribd!

  • 2K views

    BDO Business Online Banking FAQs

    Uploaded by

    July Fermia
    This document provides frequently asked questions and answers about BDO Business Online Banking. It addresses how to handle forgotten user credentials like passwords and user IDs. It also covers how to change passwords, update contact information, view transaction statuses, add own and other party accounts, use transfer schedules, and properly log out of the online banking system. Procedures are outlined step-by-step for each topic.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    BDO Business Online Banking FAQs

    Uploaded by

    July Fermia
    2K views4 pages
    This document provides frequently asked questions and answers about BDO Business Online Banking. It addresses how to handle forgotten user credentials like passwords and user IDs. It also covers how to change passwords, update contact information, view transaction statuses, add own and other party accounts, use transfer schedules, and properly log out of the online banking system. Procedures are outlined step-by-step for each topic.

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document provides frequently asked questions and answers about BDO Business Online Banking. It addresses how to handle forgotten user credentials like passwords and user IDs. It also covers how to change passwords, update contact information, view transaction statuses, add own and other party accounts, use transfer schedules, and properly log out of the online banking system. Procedures are outlined step-by-step for each topic.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    2K views4 pages

    BDO Business Online Banking FAQs

    Uploaded by

    July Fermia
    This document provides frequently asked questions and answers about BDO Business Online Banking. It addresses how to handle forgotten user credentials like passwords and user IDs. It also covers how to change passwords, update contact information, view transaction statuses, add own and other party accounts, use transfer schedules, and properly log out of the online banking system. Procedures are outlined step-by-step for each topic.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 4

    BDO Business Online Banking – Frequently Asked Questions FAQs

    FORGOTTEN USER CREDENTIALSORGOTN USER CREDENTIALS


    1. Log on to https://business.bdo.com.ph
    2. On the bottom part of the page, choose the options for your particular request.

    A. Forgot your password?


    1. Enter the following User Information (Corporate Code and User ID).

    2. Click “Submit”.
    3. You will be required to enter the One-Time Password (OTP) that will be sent to your registered mobile
    number.
    4. After successful request, you will be required to enter your new password.
    Note: New Password (minimum 7, maximum 15 characters, composed of an uppercase and lowercase, should
    include at least 1 Alpha, 1 numeric and 1 Special symbol -- ie. *, ?, #)

    NOTE: User must lock his account first (logging-in 5 times) before you can click Forgot your password.

    B. Forgot your User ID?


    1. Enter the following User Information (Corporate Code, Password and Registered Email address).
    2. Click “Submit”.
    3. You will be required to enter the One-Time Password (OTP) that will be sent to your registered mobile
    number.
    4. After successful request, your registered User ID will be sent to your registered mobile number.

    1 TBG-CMS SME IMPLEMENTATION v2018


    BDO Business Online Banking – Frequently Asked Questions FAQs

    C. Request for Password Unlock?


    This allows a user to unlock his User ID and enter the same password. A user will be locked-up after 5 attempts of
    logging-in.
    1. Enter the required User Information (Corporate Code and User ID).

    2. Click “Submit”.
    3. You will be required to enter the One-Time Password (OTP) that will be sent to your registered mobile
    number.
    4. After successful request for password unlock, you may try to log in using the same password.

    CHANGE PASSWORD
    1. Login to your BDO Business Online Banking.
    2. Go to User Preferences > Click Change Password
    3. Enter Old Password.
    4. Nominate a New Password (Password Expiry is indicated).
    New Password is composed of minimum of 7 maximum of 15 characters, composed of an uppercase and
    lowercase, should include at least 1 Alpha, 1 numeric and 1 Special symbol -- ie. *, ?, #)
    5. Click “Submit”.

    NOTE: The system will generate an Acknowledgment Receipt with Transaction Reference Number for any update/s done.

    UPDATE EMAIL ADDRESS / MOBILE NUMBER / LANDLINE NUMBER


    1. Login to your BDO Business Online Banking.
    2. Go to User Preferences > Click User Profile.
    3. Update your email address / mobile number / landline number.
    4. Click “Next Step”.
    5. Enter your Password. Click “Submit”.

    NOTE: The system will generate an Acknowledgment Receipt with Transaction Reference Number for any update/s done.

    2 TBG-CMS SME IMPLEMENTATION v2018


    BDO Business Online Banking - Frequently Asked Questions FAQs

    HOW TO VIEW THE STATUS OF A TRANSACTION


    This allows any user in BDO Business Online Banking to view the status of a financial transaction made – Fund
    Transfer Own/Other Party, Wire Transfer, Checkbook Reorder, Outward Payment, Stop Payment Order, Bills
    Payment, Payroll, Checkwriting, ACA, ADA etc.

    1. Click on the Inquiry Tab of a financial transaction and it would display all transactions made and the
    status.

    STATUS DISPLAYED DEFINITION


    COMPLETELY PROCESSED Transaction has been processed and
    passed through all workflow
    REJECTED / CANCELLED Transaction was rejected by Verifier /
    Authorizer / Releaser
    PENDING Transaction is pending for workflow to
    complete

    TRANSFER SCHEDULE
    Financial Transactions such as Fund Transfer Own/Other Party, Wire Transfer, Payroll, ACA and ADA has
    transfer schedules or processing schedule.

    TRANSFER SCHEDULE DEFINITION


    Immediate Transactions upon upload (no workflow) / approval
    (with workflow) will be submitted for processing and
    will be credited within the same day.
    Post-Dated Transactions on the chosen/preferred date and/or
    time will be submitted for processing and will be
    credited with the chosen day and/or time. This must
    be approved at least a day before the crediting date.
    Recurring Transactions on the chosen/preferred schedule
    (daily/weekly/monthly) will be submitted for
    processing and will be credited with the chosen day.
    This must be approved at least a day before the
    crediting date.

    HOW MANY OWN ACCOUNTS CAN BE ADDED?


    There is no limit on the number of account/s that can be added as Own.

    HOW MANY OTHER PARTY ACCOUNTS CAN BE ADDED?


    There is a limit of 30 Other Party account/s that can be added as Other Party.

    3 TBG-CMS SME IMPLEMENTATION v2018


    BDO Business Online Banking - Frequently Asked Questions FAQs

    HOW TO LOG OUT TO YOUR ACCOUNT


    The log out button is located on the upper right of the screen and is an on and off button.

    “YOU HAVE BEEN REDIRECTED TO THE LOG IN PAGE DUE TO MULTIPLE SESSIONS DETECTED.
    PLEASE CLOSE AND REOPEN YOUR BROWSER TO LOG IN AGAIN. THANK YOU.”
    This means user has not logged out properly and is currently logged in. User can close all browsers or open a
    new browser (e.g. Use Mozilla Firefox / Internet Explorer / Google Chrome) or restart computer.

    4 TBG-CMS SME IMPLEMENTATION v2018

    You might also like