| Q: |
How many accounts can be added to a
Business e-Banking portfolio? |
| A: |
Up to 50, including those of the
Principal Applicant and its related companies, if applicable. |
| |
|
| Q: |
How up-to-date is the Account /
Loan Overview shown in Business e-Banking? |
| A: |
Most of the balances are real-time
except for the following account / loan balances:
 |
Foreign Currency Accounts (Transactions made
after trading hours will be shown on the account summary on
the next working day) |
|
Investment Funds Account (The balances of the
previous working day are quoted) |
|
Securities Accounts (The balances of the
previous working day are quoted) |
|
Overseas Securities (The balances of the
previous working day are quoted) |
|
Hang Seng Commercial Card / Hang Seng
Corporate Card |
|
| |
|
| Q: |
How can the most up-to-date
balances of our accounts be obtained? |
| A: |
By clicking the 'update' button, the
balances will be refreshed. |
| |
|
| Q: |
How far back can historical
account transactions be viewed? |
| A: |
Up to two previous statement cycles
(For quarterly, half-yearly or yearly statement cycles, only
transactions in the current and previous two months are available).
By default, details of transaction today and in the previous day are
shown. For passbook accounts, only those transactions that have not
been printed on the passbook can be viewed. |
| |
|
| Q: |
How can a specific transaction
effected be reconciled in the account transaction history
on-line? |
| A: |
For a transaction confirmed by a user,
check from the Transaction History screen, i.e. the online statement
available under 'Account / Loan Overview' for either the 'Reference
No.' generated by Business e-Banking or the reference number input
by the user or the debit amount of the transaction. |
| |
|
| Q: |
How can the details of cleared
cheques be checked? |
| A: |
From the online statement available via
the 'Account / Loan Overview' - Transaction History display. All
cleared cheques will be shown under the debit side of the statement. |
| |
|
| Q: |
How can a newly opened account be
linked to Business e-Banking? |
| A: |
It depends on what option a company has
chosen in a new Business e-Banking setup. Some companies may prefer
new accounts be automatically linked to Business e-Banking. Other
companies may prefer that new accounts be linked on case by case
basis. For both options, a request form with a company's resolution
is required. Please click here to obtain the "Business e-Banking Services
Amendment/Termination Form". |
| |
|
| Q: |
What types of accounts are
supported in Account / Loan Overview enquiry? |
| A: |
The following types of accounts are
supported:
| Accounts Supported |
Features Supported |
| HKD Passbook Savings Accounts |
Balance enquiry and transaction details |
USD Passbook Savings
Accounts
|
Balance enquiry and transaction details |
| Multi-currency Passbook Savings
Accounts |
Balance enquiry and transaction details |
| HKD Current Accounts |
Balance enquiry and transaction details |
Foreign Currency Current
Account
|
Balance enquiry and transaction details |
| Statement Savings Account |
Balance enquiry and transaction details |
| Statement Gold Account |
Balance enquiry and transaction details |
| Paper Gold Grain Account |
Balance enquiry and transaction details |
| Certificates of Deposit |
Balance enquiry only |
| Investment Funds Account |
Balance enquiry only |
| Securities Account |
Balance enquiry only |
| Securities Overseas |
Balance enquiry only |
Time Depositss
Account
|
Balance enquiry of all deposits and deposit
details of Fixed / Call Deposits |
| Loans Account |
Balance enquiry only |
| Integrated Accounts |
Balance enquiry and transaction details
except:
| 1. |
Securities & Investment Funds
Accounts - only balance enquiry is provided. |
| 2. |
Time Deposits Accounts - deposit
details are only available for Fixed / Call
Deposits |
|
| Hang Seng Commercial Card / Hang
Seng Corporate Card |
Balance enquiry and transaction
details |
|
| |
|
| Q: |
What can be done through
'Download Statement'? |
| A: |
Transaction history of all accounts,
except time deposits, securities / investment, and loans accounts, can be downloaded into a Comma Separated
Value file (csv) or Open Financial Exchange file (ofx). |
| |
|
| Q: |
What is the file format for
'Download Statement'? |
| A: |
Statement in csv format, which is
supported by most spreadsheet application e.g. MS Excel. For auto
account reconciliation, download statement in ofx format, which is
supported by selected accounting software e.g. MYOB. |
| |
|
| Q: |
What can be done with the 'Amend'
button shown in account details display for time deposits? |
| A: |
It is a hot button only for Primary
User(s) having access to Time Deposits service. The button provides
a link immediately to the screen for amendment of maturity
instruction available under Time Deposits. |
| |
|
| Q: |
How can accounts of Related
Companies be added to a Business e-Banking portfolio? |
| A: |
To do so, a Letter of Authority from
Related Companies must be submitted together with the setup /
amendment request and a company's resolution. For obtaining the
forms for a new Business e-Banking portfolio set up, please click here to obtain the "Related Company Letter Of
Authority". For amendment, please click here to obtain the "Business e-Banking Services
Amendment/Termination Form". |
| |
|
| Q: |
How many Related Companies can be
added to a Business e-Banking portfolio? |
| A: |
Maximum two. |
