Home Page/Dashboard...Tip Cards sections give you step-by-step instructions on how to navigate...

© 2012 All Rights Reserved. PNC Bank, N.A. Member FDIC.

Home Page/Dashboard Training Module

Proprietary & Confidential

This material is delivered by PNC on the condition that it be kept confidential and not be shown to, or discussed with, any third party, including any financial institution (other than on a confidential or need-to-know basis with the recipient's directors, officers, employees, counsel and other advisors, or as required by law), or used other than for the purpose of using PNC’s services, without PNC’s prior written approval.

PNC Treasury ManagementClient Implementations Support

PINACLE®

Last updated on January 2012

© 2012 All Rights Reserved. PNC Bank, N.A. Member FDIC. Proprietary & Confidential

Logging into PINACLE®

On the Sign On screen, enter your Company User ID, Operator ID, Password, and Token Pass code (if applicable).

Begin by going to http://www.pnc.com in your web browser. Once there, select CORPORATE AND INSTITUTIONAL from the top of the screen and click the GO button, located on the left-hand side of the page, to access the PINACLE® Sign On page.

Quick Find: Direct your browser to http://www.pnc.com


Quick Find: Client Service

Change Password

Password Requirements

Passwords

Passwords must adhere to the following rules:

• Between 8-14 characters

• At least one letter, one number, and one special character

• No spaces

When changing your password, a strength indicator shows red until the password meets the minimum requirements, at which point it turns green.


Quick Find: We recommend you save the Login page displayed above as a “Favorite”


Token at Login

The following services require a Token Pass code:

• ACH

• ACH Positive Pay

• Capital Markets

• Foreign Exchange

• Funds Transfer

• Payables Advantage

• Token Pass code •

If you are trying to access ACH, ACH Positive Pay, Capital Markets, Foreign Exchange, Funds Transfer, or Payables Advantage, a Token Pass code MUST be entered. If no Token Pass code is entered on the Login page, you will be prompted to input one upon entering the module. Tokens are assigned to operators by your company’s administrators. Operators MUST have a token assigned to them in order to access the above services.

PLEASE NOTE: If your company or Operator ID is set up to have Token at Login as a requirement each time you are logging into PINACLE®, regardless of what service(s) you are accessing, you MUST enter a Token Pass code.

To generate the Token Pass code, simply press the gray button on the token. A random response is generated. Type that response into the Token Pass code field. To order additional tokens, please contact your PNC Treasury Management Officer or Sales Associate.


Main Menu

Quick Find: Top of every screen of PINACLE®


• The Utility Bar, located at the top right of the main menu, contains the My Profile, Message Center, Event Notification, Administration, Contact Us, and Help functions. These links may vary depending on your entitlements. Clicking on the Log Out link will end your current PINACLE® session. Failure to do this may cause you to receive a duplicate login with your next login attempt.

• The Modules Tab Bar displays modules that your Operator ID is entitled to. These are listed in alphabetical order at the top of the screen. To access a module, simply click on its tab. If you have more than 12 tabs, you will see an Other tab. Clicking Other will display the rest of the modules.

• The Quick Links drop-down gives you a list of commonly used PINACLE® functions to which you have entitlements (i.e. performing a check inquiry or initiating a wire).

• The Message Bar runs across the length of the screen. It will contain information on Alerts, Informational Messages, and Event Notifications. To learn more about a message that has been posted, either click on the banner message or click directly on the Message Center hyperlink. Once you have read and acknowledged the message(s), the Message Bar will disappear. For more information, please see the Message Center slide.

Upon logging in, the Home Page screen will display. This screen features portlets that will allow you to have quick access to balance information, various functions, PINACLE® News, and other items of interest. For more information on the Home Page, see the Home Page/Dashboard Training Module.


Clicking the My Profile link on the Utility Bar directs you to the Preferences screen. This page allows you to set preferences for your Home Page, as well as modules to which you have entitlements. For more information on Preferences, see the training modules for the respective services.

The Security Information section allows you to change your password and Security Questions.

The Change Email screen allows you to change and/or add your email address on file for your Operator ID. An email address is needed in order to Report/Track Issues, receive Event Notification emails, and/or utilize the password self-reset function on the Login Page.


My Profile


Message Center


Whenever there is a System Alert, Event Notification, and/or Informational Message available, a message banner will display at the top of the page. Multiple messages may appear in this message bar.

Depending on the severity of the message, the bar may appear red (indicating a System Alert), orange (Event Notifications are available), or blue (an Informational Message is available).

To read a message, you can view it on the Home Page portlet; click directly into the Message Center from the Utility Bar, and/or click on the banner message at the top of the page.

Quick Find: Home Page


Message Center (continued)


Quick Find: Message Center

View Messages

To view messages within your history, click on the View Message History link, located at the top of the Message Center. You can choose which types of messages to expand or choose to expand all messages at once.

The Message Center contains two pages: View Messages and View Message History. The View Messages page is the first page that will display when you first enter the Message Center. This page will display new messages that are unacknowledged.

To view messages, you can choose to expand all sections, expand only a specific section, or click on the message type hyperlink to expand.

To acknowledge a message, check the box to the left of the message or choose Select All Expanded Messages and click on th e Acknowledge Selected Messages button at the bottom of the page. Acknowledged messages will be moved to the View Message History page and the banner message at the top of the screen will disappear.


Quick Find: Contact Us


Contact Us

The Contact Us section of the Utility Bar displays Phone & Email, Manage Issues, and Manage Requests.

The options displayed within the Contact Us section can vary, depending on your Operator ID’s entitlements.

Phone & Email

Click on the Phone & Email option to display the phone number, fax number, and email address of Treasury Management Client Care (TMCC).




Contact Us (continued)

Manage Issues: Reporting Issues

Manage Issues: Tracking Issues

Click Track Issues from Contact Us. Issues submitted through the web and those reported over the phone will display, providing you with a complete record of your interaction.

You can easily identify the two types of issues:

Issues entered via the web are marked with a globe icon.

Issues reported by phone are marked with a telephone icon.

In addition to calling or emailing, you can submit issues directly through PINACLE®. TMCC maintains a service level agreement of two business days. You will receive a response to your issue within this time frame.

Click Report Issues from Contact Us on the Utility Bar. The first screen will prompt you to select the specific Product and Account for the issue you are reporting. Click Continue.

Next, select Problem/Issue you wish to report. If your issue does not appear in the list, select Other and click Continue.

The final screen allows you to enter Additional Information, describing the issue you are reporting. Click Submit. Your issue will be sent to the proper department for a resolution. An issue tracking number will be assigned to each case.




Contact Us (continued)

Manage Requests: Add and Review Service Requests

Operators with the Service Requests entitlement can add certain service changes to their PINACLE® setup and view submitted requests. Changes submitted are sent to your company’s PNC Treasury Management Representative and will affect the entire Company ID.

Manage Requests: Reports

The Reports option allows you to view an audit report for one or all operators within the Service Requests service.

Please Note: Only operators with the proper entitlements will have access to the various Contact Us functions.


Help

Quick Find: Help


• The Training Resource Center allows you to self-register for live training webinars, view recorded training sessions, and view training slideshows. To access the Resource Center, enter your email address or if you are a new user, click the Register button and provide your emai l address, name, and company.

• The Accessing PINACLE® area lists browser and system requirements, security components, and information on how to log into PINACLE®.

• The Tip Cards sections give you step-by-step instructions on how to navigate through all of the utilities and modules within PINACLE®.

Clicking on Help on the Utility Bar will lead you to the PINACLE® Help page. You can access the Training Resource Center, view information on Accessing PINACLE®, and view our industry-leading Tip Cards.


PINACLE®

Home Page

The PINACLE®

Home Page is a dashboard which contains various portlets. The portlets can vary, depending on an Operator’s entitlements. Portlets can be minimized, maximized, edited, closed, and/or moved around.



Home Page/Dashboard

Quick Find: Home

The PINACLE® Home Page is completely customizable. It contains a collection of “portlets”, or small windows, that provide information about various PINACLE® modules or utilities.


Home Page/DashboardPortlets

Quick Find: Home

Portlets are small windows that contain information about a PINACLE® module or utility.

• Displays information (example: account balances).

• Provides links and/or functions to a module (example: approve wires).

• Allow actions (example: place a stop payment).

• Keeps a listing of your PNC contacts.

• Allows you to view and/or acknowledge alerts and event notifications.

• Provides updates on new PINACLE®

products and enhancements.

Note: The portlets that are available to you are based on the modules to which you are entitled and, in some cases, the functions or accounts within a module.


Quick Find: Home

The Home Page consists of three columns that can contain as many, or as few, portlets as you would like.

You can customize your Home Page by utilizing a “drag and drop” feature in order to move them to a desired location. You can also remove portlets from the Home Page, minimize, maximize, and/or change the information displayed. Many of these functions can be performed in both the portlets themselves and in the My Profile section within PINACLE®.

To move a portlet, simply click on the portlet heading and hold the left mouse button down. Next, drag the portlet to where you want it to be located.

An outlined box will appear whenever you are near an area where the portlet can be dropped. To place the portlet within a desired location, release the left mouse button.

Home Page/DashboardPortlets (continued)


Quick Find: Home

Utilize the portlet options in the top right corner:

- Select which accounts you wish to view on the portlet.

- Refresh the portlet to display current information (example: current day balances or wires that are in pending approval status).

- Minimize the portlet.

- Maximize a portlet.

- Remove a portlet from the home page. You can add the portlet again within the My Profile section.

To access the module, click directly on the portlet heading.

Home Page/DashboardPortlets (continued)


Quick Find: Home

Home Page/Dashboard

Available Portlets

The Current Day Reporting portlet displays the current ledger and available balances for up to 15 accounts at a time (account groups can be added to include more accounts). The total ledger and available balances for the accounts will show at the bottom.

The Previous Day Reporting portlet displays the closing available and opening available balances for up to 15 accounts at a time (account groups can be added to include more accounts). The total ledger and available balances for the accounts will show at the bottom.

The Previous/Current Day Reporting – My Reports portlet displays your custom reports and allows you to view, print, or download them directly from the portlet. To view a report, click the report name. To print or download the report, select the radio button to the left of it and click Print or Download. Shared Reports can also be included (assigned within the My Profile section).


Quick Find: Home

Home Page/Dashboard

Available Portlets (continued)

The Funds Transfer Approval portlet displays a summary of the items awaiting your approval in the Funds Transfer module. Clicking the View All link will take you to the “Approve – Detail Items” page in the Funds Transfer module. Clicking the account number link will take you to the “Approve – Detail Items” page in the module for only the selected account.

The Stop Payment portlet allows you to place a single stop payment or cancel a stop payment request directly in the portlet. To place or cancel a stop payment, enter the required fields and click Submit.

The Image On-Demand portlet allows you to search for images of checks, deposits, credits, and returns directly from the portlet. Image results are displayed in a new window, just as they are in the module. Simply enter your criteria, and click Submit.


Quick Find: Home

Home Page/Dashboard

The My Contacts portlet allows you to keep a list of your PNC contacts right on the Home Page. To add a new contact, type the person’s name, phone number and email address into the fields and click Add. To remove a contact, select the box to the left of the person’s name and click Delete.


The Message Center portlet notifies you of system alerts, event notifications, and informational messages. Just like the message center itself, the portlet allows you to read and acknowledge messages. To view a message, expand it by clicking its link. To acknowledge the message, select the box next to it and click Acknowledge.

The PINACLE® News portlet announces any new enhancements or upcoming product releases. To read the information, click on the article title. This is also where you can access our holiday schedule, PINACLE® product information, and the security center.


Quick Find: Home

Home Page/Dashboard


The Did You Know . . . portlet gives you a rotating series of helpful tips and topics for using PINACLE®. The topic changes periodically, but you can flip through the topics by clicking the Next link.

The My Access History portlet displays past login attempts for your Operator ID. It will display if you had a successful login attempts, unsuccessful login attempts, and if your Operator ID’s ticket has been cleared (duplicate login).


To access your home page preferences, click the My Profile link in the Utility Bar. The Preferences – Home Page screen displays.

My Profile allows you to set preferences for the Home Page. You can also set preferences for some of the other modules within PINACLE®, change your password, change security questions, and/or change your email address on file. For information on how to change your preferences in the Account Transfer, Current & Previous Day Reporting, Positive Pay and Sweep Statements modules, please see the training modules for the respective services.

Home Page/Dashboard

My Profile

Quick Find: My Profile

Preferences Home Page


Home Page/Dashboard

My Profile: Home Page



The Preferences – Home Page screen allows you to modify some of the portlets on your Home Page. If you removed a portlet by closing it on the Home Page, you can add it back in this section.

Selecting the box next to a module option will allow the portlet to display on your Home Page. Deselecting a box will remove the portlet from your Home Page. After making your selections, click Submit. If you do not want to save your changes, click Clear.

Three module options have Account Selection links that allow you to modify the accounts that are displayed within the portlets on the Home Page: Current Day Reporting – Balances, Funds Transfer – Approval, and Previous Day Reporting – Balances.

PLEASE NOTE: The portlets that are available to you are based on the modules to which you are entitled and, in some cases, the functions or accounts within a module.


Home Page/Dashboard



Both the “Current Day Reporting – Balances” and “Previous Day Reporting – Balances” Account Selection links takes you to screens in which you can select the accounts that show in the respective portlets on the Home Page. Up to 15 accounts can be selected per portlet. You can also choose to include Account Groups that you’ve created within the portlet.

If you have access to approve wire transfers, you can choose which of the accounts appear within the Funds Transfer Approval portlet. You can click the All heading to select/deselect all the accounts, or you can check the boxes next the accounts you want to display in the portlet.

Helpful tip: You can also get to the account selection screens for these portlets by clicking their Edit links on the Home Page.

My Profile: Account Selections

Home Page/Dashboard...Tip Cards sections give you step-by-step instructions on how to navigate...

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