iReports User Training - Harland...
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©2015 Harland Clarke Corp Confidential and Proprietary Information Page 1 of 7 iReports User Training This quick guide provides five simple steps on how to access price cards on iReports. For assistance, contact Harland Clarke Technical Service at 1-800-643-5737. Below is the entrance screen to the Price List Portal. You will receive an e-mail confirming your registration, and a second e-mail confirming your registration has been approved. Logon To logon, enter your User ID and Password. Your User ID is your e-mail address. New User Registration Step 1 To register as a new user, click the Register Now link in the upper left corner. Enter Profile Information Step 2 Complete the required fields and click the Submit button.
Transcript of iReports User Training - Harland...
©2015 Harland Clarke Corp Confidential and Proprietary Information Page 1 of 7
iReports User Training
This quick guide provides five simple steps on how to access price cards on iReports. For assistance, contact Harland Clarke Technical Service at 1-800-643-5737. Below is the entrance screen to the Price List Portal.
You will receive an e-mail confirming your registration, and a second e-mail confirming your registration has been approved.
Logon
To logon, enter your User ID and Password. Your User ID is your e-mail address.
New User Registration Step 1
To register as a new user, click the Register Now link in the upper left corner.
Enter Profile Information Step 2
Complete the required fields and click the Submit button.
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Logon Problems
Provide your User ID, Last Name, First Name, and E-Mail exactly as you entered it during registration. Click Submit to continue. You will receive an e-mail with your new Password.
If you are having problems logging on with your User ID and/or Password, click the
Logon Problems Link.
Select the type of help you need. From the drop-down, select either Password Reset or
Other Logon Problems. Click Submit to continue.
Password Reset
If you need to reset your Password, fill out the form displayed on the screen
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Other Logon Problems
If you are experiencing other problems when attempting to log on, select Other Logon
Problems from the drop-down.
Your Report Access Manager will contact you or you can call Harland Clarke Technology
Service Center for assistance.
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Billing and Price Lists
The External Price List screen is the entrance to the Price List Portal.
Price List Step 1
To access your institution’s information, click the Pricing link.
Price List Step 2
Click on your institution’s name.
Price List Step 3
Click on the appropriate routing and transit number (TR) level.
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Your branch number is a five-digit number located after the routing number.
Price List Step 4
Click on the most recent date to view your current price card.
Price List Step 5
Click on the document title to view the price card. If applicable, click on your
branch number.
Sample Price List
The document will open as a PDF on your screen. You can print or save a copy to your
local computer.
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Billing The Billing screen is the entrance to the Billing Portal.
Billing Step 1
To access your institution’s information, click the Billing link.
Billing Step 2
Click on your institution’s name.
Billing Step 3
Click on the appropriate routing and transit number (TR) level.
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The document will open as a PDF on your screen. You can print or save a copy to your local computer.
Billing Step 4
Click on the most recent date to view the invoices.
Billing Step 5
Click on the document title to view the Billing Invoice within the system.
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