Register a reporting service in NAB Connect

• Account Balance Summary
• Account Balance History
• Account Profile
• Account Transaction History
• Corporate Vouchers Online
• Stop Cheques
• Online Statements
• Online Letters

Steps for registering a reporting service

1. From the Admin menu, select ‘Services’.
2. Under the Enable a service section, select the service you want to enable. Note you can only enable one service at a time.
3. In the Assign accounts section, you will be asked if you want to ‘Assign all first party and related entity accounts to this service’.
   • Select ‘Yes’ which provides access to all accounts.
   • Select ‘No’ to manually select accounts you want added for this service.
4. Select the tick box to confirm you wish to enable the service.
5. Select ‘Save and close’.
6. A confirmation message will appear advising the service has successfully been enabled. Select the ‘Users and permissions’ link in the message to assign the service to Users.
7. Select the User from the list.
8. Select ‘Modify user’.
9. Under the Services section, select the new service enabled.
10. Scroll down and select ‘Modify user’.

The service is now ready to use.

Please note:

• Only one service can be enabled at a time.
• Only one User can be modified to give access at a time.

If Dual Administration is enabled for your organisation, please create an amendment request to apply for a new service.