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DBS IDEALTM 3.0Getting Started Guide
I amin need of an Internet
banking system that can fulfill all business needs
with ease
We aremaking DBS IDEAL™ 3.0 faster, simpler and smarter
FasterThe new DBS IDEAL™ 3.0 not only loads quickly but requires fewer clicks to navigate. So you can focus on what’s important: growing your business.
SimplerDBS IDEAL™ 3.0 introduces a user-friendly interface that features an easy-to-use menu and layout – making online banking as easy as ABC.
SmarterIntelligent and comprehensive, DBS IDEAL™ 3.0 is designed to help you get the most out of online banking. Powerful functions such as a customisable dashboard and the Transfer Wizard promises to make banking a breeze.
Contents | 3
Overview of IDEALTM 3.0
What you need to begin ................................................................4
How to login ...................................................................................5
How to use the dashboard ............................................................6
How to view your account balances .............................................8
How to view reports ....................................................................10
How to make payments ...............................................................14
How to utilise your FX contract ...................................................16
How to approve transactions ......................................................17
How to manage your beneficiaries .............................................18
How to use reminders & alerts ....................................................20
How to use mobile banking ........................................................22
How to view trade transactions ..................................................23
How to submit trade applications ...............................................26
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4 | What you need to begin
Users Items
All users 1. Welcome Packa. Login Credentials
i. Organization IDii. User ID
b. Security Device
2. Login PIN
Users who have applied for Transaction Authorisation Access will receive these additional items
3. Security Device PIN4. Security Device Acknowledgement Letter** To activate your access:
•ReturntheSecurityDeviceAcknowledgementLetterwithyourcontact information and email
•Activateyouraccessonlineforfasterturnaroundtime
1 What you need to begin
For a smooth experience while using DBS IDEAL™, ensure your computer or laptop is equipped with the following:
• Intel(Core2andabove),1GbRAM,40MBandaboveoffreeHDDspace
• WindowsXP,WindowsVista,Windows7,orMacOSX
• InternetExplorer7,8,9,Firefox,ChromeorSafari(Windowsonly)
• BroadbandInternetAccess
• AdobeAcrobatReaderversion5andaboveforreportgeneration (http://www.adobe.com)
• Turnoffyourpop-upblockerorincludehttps://ideal.dbs.cominthepop-upblockers exclusion list
Users will receive the following items separately:
How to login | 5
2 How to login
Authenticate with Security Device
Main Page
Click here to access the brand new
DBS IDEAL™ 3.0
Click here to access DBS IDEAL™ Classic
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Login using your user ID and PIN
1 For more information on the system
2 For ways to reach us
3 Select your language of choice
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Getreadytoimprovethewayyoudobusiness.Thefollowingeasystepsareallyouneed to take to begin transacting online.
There are 2 ways to access the login page• Visitwww.dbs.com ›› DBS IDEAL™ on the left panel• Enter https://ideal.dbs.com/ in your browser
6 | How to use the dashboard
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This is your launch pad with all your banking information at a glance.
Here’s how to customise the Dashboard to access the information you need most frequently.
How to use the dashboard
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Menu Mainnavigationtoall DBS IDEAL™ 3.0 features
Customisable Dashboard
Click to begin
Add up to 6 widgets to your dashboard to get a single view of all key banking information
Play Tutorial Icon
Click
to learn how to use DBS IDEAL™ 3.0
Shortcuts Provides you with direct access to useful links and guides
Financial Calendar Remindsyouofupcomingevents. E.g. when your fixed deposit, loan or other trade instrument is maturing
How to use the dashboard | 7
6 Manage Your Favourites
Toremove/closethe widget
Toadd/deletefavourite accountsfrom your widget
To minimise your widget window
Account List Viewthelatestaccountbalances
Account Balance Viewthedistributionofavailable balance across all accounts in a pie chart
Fixed Deposit Viewfixeddepositaccounts,including principal amount and maturitydate(ifapplicable)
Loan Viewtheoutstandingamountand expiry date of all loan accounts(ifapplicable)
Reports Viewaccountstatementsandanyother personalised reports
Alerts Configure and view all alerts and reminders on a single location
Action Items Viewallitemsthatrequireattention, e.g. transactions pending approval and trade recent activities
Widgets
8 | How to view your account balances
4 How to view your account balances
With IDEAL™, you can view and easily export your account balances and transaction details from up to 6 months back.
To view your account balances
To get to Balances Accounts ›› Deposit ›› Balances
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Archived Statement Access your balances of up to past 6 months
Export Statement Export your account statement in your preferred format (Excel,PDFandHTML)
Account Balance See all your account balances in a single view, or simply click to access your account statement
To get to Activities Click on Account in Balances(See next page for details)
5 Consolidated Balance Viewyourlatestbalance,consolidated under your preferred currency
How to view your account balances | 9
To view your transaction details
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1 4Archived Statement Access up to 6 months of your past statements to help you reconcile your accounts
Advice ViewyourAccountTransfer,Domestic Transfer and Telegraphic Transfer transaction advices with a single click
2 Account Summary Getanoverviewofyouraccount–including balances, overdraft limit and hold amount
3 Enhanced Statement Information Your account statement gives you more information for easier reconciliation
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10 | How to view reports
5 How to view reports
You can now personalise and schedule your reports to be viewed at your convenience.
To manage your reports
To get to Reports Accounts ›› AccountReports ›› Reports
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How to view reports | 11
2 Click to personalise report
1 Click to view report
Export to PDF, Excel, PowerPoint
andRTFformats Print report
12 | How to view reports
Scheduling your report to be sent to your email
To get to Report Scheduling Accounts ›› AccountReports ›› ScheduleReportExport
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How to view reports | 13
1 Click to schedule a report
ReportSchedulingForm
At the scheduled time, the report will be sent to your designated email
14 | How to make payments
1. Transfer Wizard
Guidesyoutoselecttheappropriatepaymenttype.
To get to Transfer Wizard Payments ›› Transfers ›› Transfer Wizard
IDEAL™ 3.0 provides you with various payment instruments for your different online payments.
3 ways to make payments easily:
1. Transfer Wizard2. File Upload3. Templates
6 How to make payments
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1 2Select your bank account to debit from, bank to send payment to and payment currency
Transfer Wizard will show the available Payment Types for your use
How to make payments | 15
2. File Upload
To get to File Upload Payments ›› File Transfer ›› Import Profiles
3. Templates
Create templates for recurring payments and utilise them in the future.
To get to Templates Payments ›› Tools ›› Templates 1
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1 2Create a template by selecting your payment type from the shortcut list
Use your templates for making payment.
16 | How to utilise your FX contract
7 How to utilise your FX contract
Use preferential rates of your FX contracts for your payments and transfers.
To use your FX contract
Select the FX contract that you have previously booked(applicableforselectedcountriesonly)
Payment form
How to approve transactions | 17
8 How to approve transactions
To get to Approval List Payments ›› Approvals List ›› MyApprovals
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1 2Select payment to approve Click
18 | How to manage your beneficiaries
9 How to manage your beneficiaries
You can generate a comprehensive list of beneficiaries and create automatic emails to notify them.
We have an extensive bank library coupled with an efficient filtering system to help you easily locate the right beneficiary.
To create beneficiaries
To get to Beneficiary Library Payments ›› Tools ›› Beneficiaries
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1 Create new beneficiary for Domestic Transfer or Telegraphic Transfer
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Bank lookup: This function provides you with relevant bank details required for your transfer
Enter the bank name
System displays a list of banks based on your input for your selection
How to manage your beneficiaries | 19
Using Beneficiary Library
On your payment forms, search through your list of beneficiaries. Send payments without having to input all payment details again
To send advices to your beneficiaries
Send payment advices to your beneficiaries upon successful transaction via Fax or Email
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Email notification sent to your beneficiaries
20 | How to use alerts and reminders
Click to create an alert
10 How to use alerts and reminders
Now, you will never miss a payment due date or account balance with this highly efficient alert feature.
You can implement personalised alerts and reminders to yourself.
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To create an alert
Create various alert types to notify you of important situations like high and low account balances; and upcoming payment overdue.
Manage your alerts and reminders Preferences ›› Alerts/Reminders
How to use alerts and reminders | 21
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Click to create a reminder and have it send to you at your designated time
Click to specify your delivery method for your alerts and reminders
22 | How to use mobile banking
11 How to use mobile banking
DBS IDEALTMMobileappallowsyoutoviewyouraccountbalancesandactivitiesandapprove transactions anytime, anywhere.
Download the IDEAL™ iPhone application from the Apple App Store
Login with your existing user ID and PIN
Mainmenu
MobileApproval
Viewyouraccountbalances
(applicableforselectedcountriesonly)
How to view trade transactions | 23
12 How to view trade transactions
You can view your trade transactions via recent activities or by performing a trade inquiry.
To view your recent trade transactions
To get to Recent Activities Trade Finance ›› RecentActivities
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Click to filter your displayed trade activities by altering the following search criteria
Search by bank or customer reference number
24 | How to view trade transactions
Click for more filtering options2
1 Click to filter your displayed transactions by product type and expiry dates
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To search for a particular trade transaction
To get to Transaction Trade Finance ›› Search ›› Transaction
How to view trade transactions | 25
Click to view your selected transaction3
Transaction Detail
ReferenceDocument
Viewyour ReferenceDocumentwith a single click
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26 | How to submit trade applications
13 How to submit trade applications
You can create various trade instruments.
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You can create various trade instruments
Within various instruments, you can input details using templates previously created
To create a trade transaction
To get to Transaction Create Trade Finance ›› Transaction ›› Transaction Create
How to submit trade applications | 27
Upload and attach supporting documents
Attach and edit standard clauses
If there is any inconsistency between the English and Chinese versions, the English version shall prevail for all purposes.
Singapore1800 222 2200+65 6222 2200
Hong Kong+85222908038
Hong Kong Branch+85236689980
China8009993327+861058397500(Beijing)+8676923392000(Dongguan)+862038848010(Guangzhou)+867715588288(Nanning)+862138968888(Shanghai)+8675582690880(Shenzhen)+8651262888090(Suzhou)+862258193288(Tianjin)
India+912266147525(Mumbai)+911166211825(NewDelhi)+913366218825(Kolkata)+914466568835(Chennai)+918066328811(Bangalore)
Indonesia+62 21 500 327
Taiwan0800228889+886266129889
United Kingdom02074896561
Formoreinformation,visitwww.dbs.com/idealSupport hotlines for all countries including all overseas branches and subsidiaries:
Terms and conditions apply. Information is correct as at the time of printing. DBS Bank(HongKong)Limited
DBS Bank Ltd.,HongKongBranch