0
Skip to content Exit icon

A closer look at Self Service…

Self Service offers customers a range of features to manage and control their business activities, and gain valuable industry and economic insights.

Click each heading to learn more. Then click ‘Next’ to continue.

With just a few clicks of the mouse a customer can view online statements and balances and lodge paperless service requests, such as:

  • Ordering a new card or PIN.
  • Changing a card limit (monthly and per transaction).
  • Cancelling or reissuing a card.
  • Changing cardholder contact details.
Woman sitting down at a table in a giftware store speaking on the phone with receipts in one pile

Self Service reports include:

  • User Reports: provides user information such as id, last login, access times.
  • Role Reports: provides information such as whether permissions are enabled and whether a token is required.
  • Account Reports: provides information such as Account Holder Type and Electronic Method of Operation.
Ethnic woman sitting on a lounge in a cafe writing on a pad of paper while holding her tablet computer

Allows customers to:

  • Track cardholder activity, so they can see what’s being spent on each account as soon as it’s processed.
  • Set monthly and transaction limits for each employee or card, which is helpful for managing their expenses budget.
Closeup of a pair of hand operating an EFTPOS machine

Gives businesses valuable insights into:

  • Their customer base by featuring data on customer demographics, population and the broader Australian economy.
  • Upcoming trends in the market, spending patterns and potential changes in their operating environment.
  • How their performance compares with companies in similar industries and locations.
Woman talking on the phone while looking at her computer in a floristry shop

Creating Service Delegates can remove the need to print and sign forms when adding New Accounts or changing the Electronic Account Authority. A customer can nominate any identified token holder to become a Service Delegate.

Overhead shot of a two men in conversation and a woman looking at her computer at a table in a cafe