Client Online FAQs

If you have problems logging in into the new Client Online, please contact the Relationship Team.

No, once we switch to the new system, you will not have access to the old system. Prior to the switch, it is recommended that you download any information from this system that you may require in the future.

No. New user names and password will be provided and you will be prompted to change your password during the first log-in attempt.

Password requirements will be as follows:

• Password length requirements will be between 8 to 32 characters and must contain one upper case character, one lower case character and one number
• A new password cannot contain the previous password (e.g. hello123 cannot change to newhello123)
• Users can also reset their own passwords now. The email address used needs to be associated with the Client Online login for it to work
• For security reasons, there is a 90 minute session time limit. You can log straight back in again if your session time expires.

No, although as with all web based systems, an up to date browser such as Chrome or Edge is recommended.

Yes, new templates will be provided to you by your Relationship team. The new templates will also require additional information.

• Reports are real time data and it can be downloaded as CSV and PDF
• Some of the reports will appear slightly different but the information remains unchanged.

• The process for uploading files and payment request remains unchanged.
• All processing of payments and schedules remain the same as before.
• For all funding, bank charges will be deducted directly from the amount requested.

• Yes, one of the key features of this change is that it allows you to customise what you want to see, therefore, any view with columns can be customised to what suits you best.
• With this change, widgets can be configured or moved and you can select a specific sub agreement or screen as your default. Your home screen settings are specific to your username. Any changes made on one device will show on another.
• You also have the option to see all debtors in a picklist, or you can search for debtors by name or unique information.