Preparing for the move

What you must do

1. Make all account updates and authorisation policy changes (if required) by 5 January 2014
2. Approve all models, templates and outstanding transactions (if required) by 6pm on 10 January 2014
3. Back up your transaction history from the old Velocity@ocbc platform by 12 February 2014

• Click on the “Cash” tab, followed by “Reports” and select “Payments”
• Select the report you wish to back up and click “Open”
• Select the period for the transactions that you need to back up
• Click “Launch Report” and save or print, as needed