corporate cyberbanking demo guide statement / advice

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The Bank of East Asia, Limited (12/2020) Corporate Cyberbanking Demo Guide Statement / Advice Request Statement / View e-Statement / View e-Advice This document is produced by The Bank of East Asia, Limited (“BEA”). It is intended to serve as a general guideline for use of our Corporate Cyberbanking services. While every effort has been made to ensure accuracy, BEA makes no representation or warranty, express, implied, or statutory, with respect to, and assumes no responsibility for, the accuracy, completeness, sufficiency, or usefulness of the information contained herein.

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Page 1: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited (12/2020)

Corporate Cyberbanking Demo Guide

Statement / Advice – Request Statement / View

e-Statement / View e-Advice

This document is produced by The Bank of East Asia, Limited (“BEA”). It is intended to serve as a

general guideline for use of our Corporate Cyberbanking services. While every effort has been made to

ensure accuracy, BEA makes no representation or warranty, express, implied, or statutory, with respect

to, and assumes no responsibility for, the accuracy, completeness, sufficiency, or usefulness of the

information contained herein.

Page 2: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

2

This demo guide illustrates the required steps for users to use the statement/advice functions.

Please refer to the following for the relevant steps according to your user type:

User Type Section Page

System Administrator (SYSADM) Service Maintenance – e-Statement / e-Advice 3

Service Maintenance – Statement/Advice Options 6

Signer / Default User / Normal User Statement / Advice - Request Statement 8

Statement / Advice - View e-Statement 11

Statement / Advice - View e-Advice 13

Page 3: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

3

Service Maintenance – e-Statement / e-Advice

Step 1 a. Visit BEA’s website

at www.hkbea.com

and select “Hong

Kong – Corporate

Cyberbanking” from

the login menu.

Step 2 a. Enter your CCB

account number and

user ID (SYSADM1

or SYSADM2).

b. Enter your PIN using

the onscreen

keyboard to log in.

Page 4: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

4

Step 3 a. Go to “Service

Maintenance > e-

Statement / e-Advice”

from the side menu.

Step 4

a. Select “Register”.

Step 5

a. Tick the e-Statement and/or e-Advice box for each Signer who wishes to be registered for these services.

b. Select “Proceed” to

continue.

Page 5: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

5

Step 6

a. e-Statements and/or

e-Advice can now be

viewed by the selected

Signers.

If you have applied for Dual System Authorisation, your second SYSADM must approve the registration before the service can be assigned to a user.

Page 6: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

6

Service Maintenance – Statement/Advice Options

Step 1 a. Visit www.hkbea.com

and select “Hong

Kong – Corporate

Cyberbanking” in the

login menu.

b. Enter your CCB

account number, user

ID (SYSADM1 or

SYSADM2) and PIN

to log in.

Step 2 a. Go to “Service

Maintenance >

Statement/Advice

Options” from the side

menu.

Step 3 a. Select “Edit”.

Page 7: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

7

Step 4 a. Select “e-Statement Only”

or “Both” under

Statement/Advice Settings

for each account.

b. Select “Proceed” to

continue.

Step 5 a. The statement option has

been modified

successfully.

If you have applied for Dual System Authorisation, your second SYSADM must approve the settings.

Page 8: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

8

Statement / Advice - Request Statement

Step 1 a. Visit www.hkbea.com

and select “Hong Kong

– Corporate

Cyberbanking” in the

login menu.

b. Enter your Account

No., User ID., and PIN

to log in.

Step 2 a. Go to “Banking

Services > Statement /

Advice > Request

Statement” from the

side menu.

Step 3 a. Select a company

and account number.

b. Select “e-Statement”

or “Physical

Statement” under

Statement Type.

c. Select “Proceed” to

continue.

Page 9: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

9

Step 4 a. Select “Sign Now” to

continue.

b. Enter your Signer PIN

using the onscreen

keyboard.

1.

If you have enabled Sign-and-send, please skip to Step 6. Your transaction will be signed and sent as soon as you select “Sign”. If you do not have Sign-and-send enabled, please ask your System Administrator (SYSADM) to enable this function in User Maintenance.

Page 10: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

10

Step 5

a. Select “Send Now” to

continue.

b. Select “Send” to continue.

Step 6 a. The request for the

statement has been

submitted successfully.

Statement can be requested by a normal user as well. For such case, please inform a Signer to sign and send the request transaction.

Page 11: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

11

Statement / Advice – View e-Statement

Step 1 a. Visit www.hkbea.com

and select “Hong Kong

– Corporate

Cyberbanking” in the

login menu.

b. Enter your Account

No., User ID., and PIN

to log in.

Step 2 a. Go to “Banking

Services > Statement /

Advice > View e-

Statement” from the

side menu.

Step 3 a. Select a company

and account number.

b. Select “Proceed” to

continue.

Page 12: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

12

Step 4 a. Select a statement date in

the previous 2 years.

b. Select “Download” to save

the e-Statement or “View”

to view it.

2.

Page 13: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

13

Statement / Advice – View e-Advice

Step 1 a. Visit www.hkbea.com

and select “Hong Kong

– Corporate

Cyberbanking” in the

login menu.

b. Enter your Account

No., User ID., and PIN

to log in.

Step 2 a. Go to “Banking

Services > Statement /

Advice > View e-

Advice” from the side

menu.

Step 3 a. Select a date range

of up to 30 calendar

days in the previous

6 months.

b. Select specify

transaction type or

“All transactions”

c. Select “Go” to

continue.

Page 14: Corporate Cyberbanking Demo Guide Statement / Advice

The Bank of East Asia, Limited

Corporate Cyberbanking

14

Step 4 a. Select “Download” to save

the e-Advice or “View” to

view it.

3.

- End -