NAB CONNECT AGREEMENT FORM – SYSTEM ADMINISTRATOR

(Please complete and forward to Finance & Procurement Services)

User Name: / ……………………………………………………….
□Read and agree to the terms and conditions for use of NAB Connect (see overleaf – new system administrator only).
Access Required: / SERVICES ADDREMOVE
System Administrator □□
Justification for Request: / ………………………………………………………………………………
………………………………………………………………………………
Name of Requester (Supervisor): / Print Name: …………………………………………….
Signature: ………………………………………………

Dated:………………………………………………….

Office Use Only
Approved by: / □ / Director, P & C …………………………………………….. Date: …………………….
(Two signatures required) / □ / Assoc Director, P & P …………………………………………….. Date: …………………….
(Only one signature required for a deletion) / □ / Assoc. Director, FA ..…………………………………………… Date: …………………….
□ / CFO ……..……………………………………… Date: …………………….
□ / Vice-President (CS) ………..……………………………………Date: ……………………..
Form submitted to NAB:
or Actioned by Administrator: / ……………………………………………………………………………… Date: ……………………..
……………………………………………………………………………… Date: ……………………..

Flinders University

Terms and Conditions for using NAB Connect

I agree to abide by the following requirements:

  • I accept responsibility for the proper use of the system for University business only. Inappropriate use of the system will lead to removal of my access and, where appropriate, disciplinary action and referral to the SA Police.
  • I will maintain confidentiality of the information available through the system.
  • I will not release PIN or log in details to anyone. I will not write my PIN down. If I suspect my access security has been compromised, then I will take immediate steps to change my PIN and advise the Finance & Procurement Services.
  • If I cease employment with the University I will no longer access the banking system. I will return the security token to the Finance & Procurement Services Support Officer as soon as practicable.
  • If I change my role in the University, I will inform Finance & Procurement Services, and seek re-approval for banking system access, if it is still required.
  • If I take leave in excess of two consecutive months, I will return the security token to the Finance & Procurement Services Support Officer for safe keeping.

Name: ……………………………………………..

Signature: ……………………………………. Date: …………………………………….

Updated 31/1/18

NAB Connect / Explanation of Services
Account Balance History / Allows users to view account balance history, filter account balance history, export account balance history, print account balance history
Account Balance Summary / Allows users to view individual account balances, total credit balance, total debit balance, net position
Account Information File / Allows users access to Account information files (ai) to download
Account Profile / Allows users to view account details including accrued debit & credit interest
Account Transaction History / Allows users to view transaction history, export transaction history information
Australian Deposits / Allows users to View, Amend, Create Term Deposits if service is available
BPAY / Allows users to initiate payments using the BPAY® bill payment system.
Client Management / Allows users with appropriate access to manage user set up (Security officer). Set by NAB Connect
Client Payments Audit Log / Allows the user to see a list of functions performed by the user in NAB Connect over a period of time.
Client Self Service / Allows the user to view and update the Self-service tools section on the NAB Connect home page.
Corporate Cards Self Service / Allows users with the appropriate access to perform maintenance of their NAB Corporate Card Accounts. (has to be an Authoriser)
Corporate Vouchers Online / Allows the user to view images of cheques, credit slips and remittance advices
Domestic / Allows the user to make a domestic payment to one or more beneficiaries. Used for transferring between Accounts.
International / Allows the user to create International Teletransfers (T/T's)
Direct Credit / Used for uploading Creditor files. Payments can also be created manually.
Payroll / Used for uploading Salary files. Payments can also be created manually.
Dormant User Report / Allows the user to view any user ids that are dormant
File Register / Allows the user to access Data File Downloads. Required for those needing to access BPAY reporting
Manage Address Book / Allows the user to view or manage beneficiary database
Manage Client Control Limits / Allows users with appropriate access to amend payment limits (Security officer). Set up by NAB Connect
Manage Payment Authorisation Rules / NAB Connect use only
Online Statements / Allows users to view up to 7 years of account statements
Periodic Payments / Allows the user set up and manage Periodical payments
Self Service Migration / NAB Connect use only
Stop Cheque / Allows the user to place a stop on a cheque
Tax Invoice / Allows the user to view and print the tax invoice for NAB connect fees
User Permissions Report / Allows the user to see what they have access to

Updated 31/1/18