UOB INFINITY

User Guide

23.10.2022 (Ver 1.1)

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 UOB MY l UOB Infinity User Manual

Getting Started

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 UOB INFINITY – A new digital banking experience for business
Infinity Mobile App features
Digital Tokens & Biometrics
login

Authorise Single and Bulk payments

using Digital Tokens (Infinity Secure).

Faster login with Biometrics.

Activate new user account on the

mobile app.
Infinity Desktop features a User Interface
designed to improve efficiency Perform payment types e.g. DuitNow,
JomPAY, IBG
Track Telegraphic Transfers End-to-End with Swift GPI.

Send alerts to authorisers for transactions pending approval

Generate PDF reports for Bulk Payments with 1 click.

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 Getting Started
Topics covered
1 Navigating in UOB Infinity 11 Quick Guide to Dashboard
2 How to Access Global View 12 How to Customise Your Dashboard
3 How to Access Trade Services 13 How to View Your Account Balances
4 Moving from BIBPlus to UOB Infinity 14 How to View Your Account Activities (Statement)
5 Introducing Infinity Secure (Digital Token) 15 How to View Inward Remittance and Download Advices
6 What Do You Need to Login 16 How to Upload Bulk Payment Files
7 Quick Guide to Login Page 17 How to Authorise Transaction via My Tasks
8 How to Activate Your User ID/Recover Your Password 18 How to Download Reports
9 How to Update Your Contact Details 19 How to Use Your Favourite Account Lists
10 How to Enable Biometric Login 20 How to Use the Filters

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1. Navigating in UOB Infinity

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 Navigating in UOB Infinity
Overview 1

After logging into Infinity, you will see the “Dashboard” page. If
there is an announcement, you will see that through the 2 3 4
“Announcement Message” bar on the top. Navigation in Infinity
is done through the main menu.

1. Announcement messages related to functionalities of

Infinity are posted on the “Announcement Message” bar.
You may see up to 3 announcement messages. You may 2
close these messages by selecting “X”.

2. You may navigate to other functions using “You are in”

function. In this case, you may navigate to Trade Services
functions by selecting “TRADE SERVICES (BIBPlus)”

3. Functions in Infinity are grouped by characteristics of user

personas collected from our customers.

Enquiry users can access Accounts statements, Reports

and Transaction enquiry related functions under
“Accounts” tab. Notable functions include:
• Account Activities for downloading Bank Statements
and Advices.
• Download Reports for downloading system and user-
generated reports.
• Approval Status for listing of transactions grouped by
their status.

4. Payment Preparers can use the functions under “PAY &

TRANSFER” to create payments, manage templates or
track cross-border payments.

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 Navigating in UOB Infinity
Overview
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5. Other payment services such as Cheques or Notifications
are grouped under Services.

6. Company Admins can access User Management, Data

Management and Audit Query functions under the “ADMIN”
Tab.

7. To update your personal particulars in Infinity, select the

user icon at the right corner of the top menu bar and click
“Manage My Profile”.

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2. How to Access Global View

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 How to Access Global View
Global View
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1. If your Global View access has been setup, you can access
your account in other countries by clicking the user icon at the 1
right corner of the top menu bar and click “Malaysia” to open 1
the country selection.

2. Click the country/region name and click “OK” to confirm.

3. Currently, other countries/regions are still using BIBPlus layout.

If you want to go back to UOB Infinity Malaysia, select
“Malaysia” from the “Go To” menu.

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3. How to Access Trade Services

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 How to Access Trade Services
Trade Services
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1. To access Trade Services, go to the top menu bar, hover over
the “You are in: CASH MANAGEMENT” and click “TRADE 1
SERVICES (BIBPlus)”. 1
You will then be directed to BIBPlus screens to perform trade
functions.

2. To go back to “CASH MANAGEMENT”, go to the top menu

bar, click “Cash Services”.

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4. Moving from BIBPlus to UOB Infinity

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 Moving from BIBPlus to UOB Infinity
If you are an existing BIBPlus user….
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1. You do not have to apply for UOB Infinity if you are an existing BIBPlus user. You can simply log in to UOB Infinity with your current BIBPlus login details.
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2. You do not need to activate your BIBPlus User ID if the ID is already activated.

3. If you have forgotten your BIBPlus Group ID, User ID or Password, please reset them by:

• To reset Group (Organisation) ID / User ID - please contact your Relationship Manager for Organisation ID.

• To reset Password - select “Have trouble logging in?” at the bottom of the login box and follow the on-screen instructions.

4. Both UOB Infinity and BIBPlus will run concurrently to give users time to get used to the new user interface on UOB Infinity. All transactions, templates, past payments, drafts and payee/beneficiary master will be
available on both platforms.

5. While UOB Infinity supports Digital Token (Infinity Secure), it is not mandatory to use a Digital Token to log in. You may use your BIBPlus token to login and transact. Both the BIBPlus physical token and Infinity
Digital Token will continue to co-exist.

6. You are encouraged to sign up for Infinity Secure so that you do not have to worry about your physical token running out of battery or getting lost anymore. Please note that Infinity Secure does not support Trade,
Token Sharing or Global View functions.

7. To sign up for Infinity Secure, you will need to login to UOB Infinity mobile app with your physical token first, if you already are assigned a physical token.

8. For more information about the difference between UOB Infinity compared to BIBPlus, please refer to the Before and After Guides for a Payment Maker and Before and After Guides for a Payment Authoriser.

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5. Introducing Infinity Secure (Digital Token)

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 Introducing Infinity Secure (Digital Token)
Commonly Asked Questions
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1. Infinity Secure is a digital security token that allows you to login to UOB Infinity and approve cash transactions in UOB Infinity.
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2. To start using Infinity Secure:

• Ensure you have a valid mobile number AND email address in your user profile in UOB Infinity.

• Download UOB Infinity mobile app from Apple App Store or Google Play Store

• Register for Infinity Secure (After you log into UOB Infinity mobile app, using your normal login details, including using hard token OTP).

• Activate Infinity Secure (After you log into UOB Infinity mobile app, using your normal login details, including using hard token OTP).

2. If you have a non-Malaysian mobile number, please ensure the country code belongs to either of these countries. If your mobile number does not fall into any of them, you will not be able to register for Infinity
Secure.

Supported country codes: Australia, Brunei, Canada, China, France, Hong Kong, India, Indonesia, Japan, Malaysia, Myanmar, Philippines, Singapore, South Korea, Taiwan, Thailand, United Kingdom, United
States,, Vietnam

3. If you lost your mobile phone, you may request your Company Administrator (CA) to deregister Infinity Secure that is linked to your user ID. If you are the CA and you have lost your mobile phone, please contact
UOB at 03 2612 8121 (for Malaysia) or +65 6226 6121 (for overseas) immediately.

• To reset Group (Organisation) ID / User ID - please contact our Corporate Call Centre at 03 2612 8121 during office hours and furnish us with your company’s UEN and your legal ID (NRIC or FIN).

• To reset Password - select “Have trouble logging in?” at the bottom of the login box and follow the on-screen instructions.

4. Currently, you can only register Infinity Secure for one company on your mobile device. You will need to request for a physical token for the rest of the companies.

• If you wish to use the same token for all your companies, you may de-register Infinity Secure and opt to receive a physical token by submitting a maintenance form to the Bank.

• If you wish to use the same token for all your companies, you may de-register Infinity Secure and opt to receive a physical token by submitting a maintenance form to the Bank.

5. During registration, if you did not receive the OTP in time, please try again after 30minutes.

6. While UOB Infinity supports Digital Token (Infinity Secure), it is not mandatory to use a Digital Token to log in. You may use your BIBPlus token to login and transact. Both the BIBPlus physical token and Infinity
Digital Token will continue to co-exist.

7. You are encouraged to sign up for Infinity Secure so that you do not have to worry about your physical token running out of battery or getting lost anymore. Please note that Infinity Secure does not support Trade,
Token Sharing or Global View functions.

8. To sign up for Infinity Secure, you will need to login to UOB Infinity mobile app with your physical token first, if you already are assigned a physical token. 15
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9. For more information about Infinity Secure, please refer to the UoB Infinity Secure Guide.
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6. What Do You Need to Login

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 What Do You Need to Login
Note: If you are an existing BIBPlus user, you do not need to activate your user ID. You can log in to UOB Infinity directly using your BIBPlus
login details.
Login Page (Default View)
UOB Infinity Login
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Before you login to UOB Infinity for the first time, please ensure
that you have received the two items listed below:

1) User ID

2) Digital/Physical Token*
(required for login to UOB Infinity and to
approve transactions)

You can activate your UOB Infinity access online via the login page
upon receipt of your User ID and Security Token.

*The physical token will only be issued to users with Global View, Trade subscription and Token Sharing scenario. For other users, you will be able to use our digital
token called Infinity Secure. Steps to register and activate Infinity Secure can be found in the “Infinity Secure User Guide”.

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7. Quick Guide to Login Page

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 Quick Guide to Login Page
Note: If you are an existing BIBPlus user, you do not need to activate your user ID. You can log in to UOB Infinity directly using your BIBPlus
login details.
Features Login Page (Default View)
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Note: If you are logging in to UOB Infinity for the first time, you
need to activate your user ID.

1. Enter Organisation ID and User ID (you will receive a letter to

inform you about your user credentials).

2. Input valid password. The “eye” icon enables you to see the
password that you enter.

3. Tick the “Remember Me” checkbox to save Organisation ID

and User ID so that, in your subsequent login, you only need
to key in your password.
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4. Upon clicking the button:
a) If you are logging in for the first time without physical or
digital token, you will be prompted by a message to setup
a digital token
b) If you are logging in using Infinity Secure (digital token),
you will see a notice that a push notification is sent to 2
your mobile phone.
c) If you are logging in using a physical token, you will see
an on-screen instructions to generate the token response.
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5. This option will help you to recover your password if you have
forgotten it.
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6. Languages available are English, Simplified Chinese or your
local language.
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8. How to Activate Your User ID/Recover

Your Password

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 How to Activate Your User ID/Recover Your Password
Note: If you are an existing BIBPlus user, you do not need to activate your user ID. You can log in to UOB Infinity directly using your BIBPlus
login details.

Self Service Functions

via Web Browser via Mobile App
You can perform the following functions via the UOB Infinity login
page (applies to both browser/desktop and mobile app): 1

A. Activate your new user ID*

B. Recover your password

A. Activate your new User ID

1. You may activate using Infinity mobile app (tap on “Activate
Account” icon at the bottom right corner of the login screen) or
using desktop browser (click on “Want to activate your new 2
account?”).

If you do not have a physical token, it is recommended to 3

activate using Infinity mobile app because you will be able
to setup the digital token upon first time login via Infinity 4
mobile app after the activation is completed.

2. Input your Organisation ID and User ID.

3. Tick the checkbox to accept Terms and conditions for your

user ID activation.

4. Click on the button.

* Required if you are logging in to UOB Infinity for the first time.

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UOB.my/Infinity-Guides
UOB.my/Infinity-Guides

How to Activate Your User ID/Recover Your Password

Note: If you are an existing BIBPlus user, you do not need to activate your user ID. You can log in to UOB Infinity directly using your BIBPlus
login details.

Activate using Email and SMS

5. Choose “Use Email and SMS”. Click .

6. Enter the 6-digit code sent to the email address registered in 5

your Infinity user profile. Click . 6 7

7. Enter the 6-digit code sent to the mobile number registered in

your Infinity user profile. Click .

8. Set your new passwords and click to complete the

setup.

9. Confirmation message will be displayed on the screen.

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Upon completion of the user activation, if you do not have a
physical/digital token, you may log in onto UOB Infinity mobile
app using your Organisation ID, User ID and the newly created
password.

Upon tapping on the button, you will be prompted

by a message to setup a digital token.
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Please refer to the user guide to setup your digital token from
UOB MY Infinity website UOB.my/Infinity-Guides

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 How to Activate Your User ID/Recover Your Password
Note: If you are an existing BIBPlus user, you do not need to activate your user ID. You can log in to UOB Infinity directly using your BIBPlus
login details.

Activate using Token or Infinity Secure

5. Choose “Use Token or Infinity Secure”. Click .
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6. Follow the on-screen instructions to generate token response
and input the response to the screen. Click .
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7. Set your new passwords and click .

8. Confirmation message will be displayed on the top banner and

you can login into UOB Infinity.

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 How to Activate Your User ID/Recover Your Password
Note: If you are an existing BIBPlus user, you do not need to activate your user ID. You can log in to UOB Infinity directly using your BIBPlus
login details.

B. Recover your password

1. Please click on “Have trouble logging in?” Account Activation screen (Default View)
Login Page (Default View)
2. Input your Organisation ID and user ID.

3. Tick the checkbox to accept terms and conditions for your user
ID activation.

4. Click on button. The subsequent steps will be similar to

the user activation step (refer to page 13).

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9. How to Update Your Contact Details

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 How to Update your Contact Details
Manage My Profile
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1. Select the user icon at the right corner of the top menu bar and
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click “Manage My Profile”. System launches the “Manage My
Profile” page.

2. There are 3 sections in this page, which can be edited and

saved independently.

a) Profile details. There are 3 editable fields – Contact Email,

Contact Number and Language

b) Change Password

c) View company account profile (Non-editable)

To update contact details, please change “Contact Email” and

“Contact Number” and click “Save”.
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For Malaysia contact numbers, you do not need to provide country
code. Otherwise, please include the country codes – e.g. +65xxxx

3) To change your password, use this section.

4) To view the user roles assigned to me, use this section.

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10. How to Enable Biometric Login

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 How to Enable Biometric Login
Enable Biometric Login
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1. Login to UOB Infinity mobile app. Tap on “More Services” at
the bottom menu bar.

2. Scroll down to the “Biometrics” section and tap on the toggle

to enable the feature.

3. Tap on ( you will see “Face ID” if your

phone supports facial recognition authentication).

4. Enter your login password. Tap on .

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5. A confirmation message will be displayed once the setup is
completed. Tap on . On your subsequent
login, there will be a fingerprint/facial recognition icon located
at the right side of the button.

Note: To disable this feature, repeat step 1-2 and follow the
onscreen instructions accordingly.
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11. Quick Guide to Dashboard

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 Quick Guide to Dashboard Dashboard
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Overview of Dashboard
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1. UOB Logo – Click on the logo to return to the dashboard from
any page in UOB Infinity.

2. Customise Dashboard – Allows you to add, remove or switch 3 4

the position of the widgets that matter to you. The widgets
include “Assets”, “Loans”, “Favourite Functions”, “My Tasks”,
“Approval Statuses” and “FX Rates”.

3. Assets – Allows you to view the total assets and shows the
available account balances of your company such as Current
Accounts, Fixed Deposits & Structured Investments which you
are entitled to view. Click on the account balances to find out
the balances of each of your accounts.
• The “12M” indicator refers to the past 12 months account
data displayed in the graph.
• The time frame displayed in the graph does not represent
the Fixed Deposit tenure. 5

4. Loans – Allows you to view the total outstanding loans. Click

on the loans outstanding amount to find out the details of each
loans accounts.

5. Favorite Functions – Allows you to go to the frequently visited

screens instantly. To add a favourite function, click on the filter
icon or the “+” icon and then you can select the function(s) you
wish to add or remove, and then click “Submit”.
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6. My Tasks – Allows you to take action on the pending 7
transactions/tasks which require your attention.

7. Approval Statuses – Allows you to view all your transactions.

Please refer to the Approval Statuses User Guides for the
detailed explanation of each tab.

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12. How to Customise Your Dashboard

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 How to Customise Your Dashboard
Hide / Move Widget
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1. After clicking “Customise Dashboard”, there will be a
and button.

2. To hide a widget, user can click the “X” icon at the top left corner of
the widget and click button.

3. To move the position of the widget, user can do mouse over within
the widget area and the mouse cursor will change into a cross-
arrow cursor (+) .
User can drag the widget up/down (because widget can only be
moved within the same column).

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 How to Customise Your Dashboard
Add Widget
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1. Click “Customise Dashboard”

2. There will be an “Add Widget” button at the bottom of the

widget column.

3. Click button to confirm adding the widget.

4. Click button to confirm customising the widget.

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13. How to View Your Account Balances

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 How to View Your Account Balances
Features
Accounts Overview (Default View) 1 2
1. This is to select the equivalent currency to be displayed as the
total account balances.

2. You can download the account summary as PDF, CSV or

Excel spreadsheet.

3. Click to expand / collapse the section.

4. You can select the columns to be viewed on the “Account

Overview” screen.

5. Click on the account name to view the account activities (you

will be redirected to “Account Activities” page)

6. Action button shortcut allows you to access the “Account

Activities” page or to initiate payment.
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7. You can create your favourite account list and track accounts in
your preferred view. 4

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14. How to View Your Account Activities

(Statement)

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 How to View Account Activities (Statement)
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Features
5

Go to Accounts at top menu then Account Activities

1. Click on the magnifying glass icon to select your company

name and account number. For single entity, your company
name will be pre-filled by default.

2. The balance of the selected account will be displayed in this 1

section.

3. The account details of the selected account will be shown and

this section can be collapsed and expanded by using down
3
arrow button.
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4. You can view up to 7 columns in one table. If you want to
add/remove columns, please click the “Customise View”
button.

5. To export/download the statement, press “Export” button at

the top right corner of account activities screen and select the
preference format from the dropdown list to export/download.

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15. How to View Inward Remittance and

Download Advices

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 How to View Inward Remittance and Download Advices
Features
Similar steps as View Account Activities, go to Accounts at top
menu then Account Activities. After the account transaction details
of the selected account will be shown below.

1. For Inward Remittance transaction, user can expand to view

more information.

a. To view detailed Inward Remittance transaction, click on

“View More Details” link.

b. To download advices, click on download icon.

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16. How to Upload Bulk Payment Files

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 How to Upload a Bulk Payment Files
Overview
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1. Select “Upload Bulk Files” under “Pay & Transfer” menu.
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2. Click “Upload new bulk files”, the following next page will be
displayed.
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3. Select the file type.

4. Select Account Name and Account Number

• This is applicable for IBG Payments files only.

• The account number selected will not replace the debit 2

account specified in the Bulk Payment file. Batches – all the
sets of multiple transactions that are grouped into batches.

• System does not validate the debit account number

specified in the payment file against the debit account
number selected on the screen.

5. Select the bulk file to be uploaded. You may drag & drop up to 5
files.

6. After uploading the file, select the file to be submitted. Files that
are not selected will not be submitted and will be automatically
removed from the system.

7. Files which have passed system’s validation will be presented in

a “Pending” status. The bulk will be available for Authoriser’s
action in “Approval Status” or “My Tasks”

• If the bulk file upload failed, the original bulk file may be
downloaded from this function for verification.

For more details, refer to “UOB Infinity User Guide (Bulk Payments).

Important Note:
- Users with access to “Upload Bulk Files” function can download 3
failed bulk files submitted by other users.
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17. How to Authorise Transaction via My Tasks

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 How to Authorise Transactions via My Tasks
My Tasks
1. Select “My Tasks” from the top menu bar. 1

2. Under My Tasks, the tasks pending your action are categorized

into 4 tabs. 2

• Transactions – all the transactions involving funds transfers. 3

• Batches – all the sets of multiple transactions that are grouped 4

into batches.

• Services – all the service-related requests, including “Cheque

5
Book Request”, DuitNow setup, and “Stop Cashier’s Order/ 6
5
Cheque Request” will be displayed.

• Admin – all the administration-related requests, including “User

Profile” setup, “User Account Access” setup and “User
Authentication” setup will be displayed 5

3. You can locate a specific transaction using the filer criteria.

4. After you select transactions, you can view the selected

transactions by clicking this button.

5. You can either tick the checkbox on the transactions records

and click the button or you can click the icon under the
menu to approve:

• Approve – to approve the transaction.

• Return – to return the transaction back to the maker. Status

will be “Pending Rework”.

• View Details – to view the transaction details. There are

options to “Approve” or “Return” inside the transaction details
as well.

• Notify Approver – to notify the approver to approve the 7

transaction.

6. If you select “Approve”, you will see the OTP authentication

screen and enter the OTP response and click button.
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7. You can view the status in the screen.
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18. How to Download Reports

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 How to Download Reports
Features
There are 2 types of reports available, “System Generated” and
“User Generated”.

“System Generated” reports refer to the list of reports which will be

automatically made available for download without any action
required from user (e.g. MT940 report)

“User Generated” reports refer to the list of exported transaction

details file which will only be made available for download upon
user request.

To request for exported transaction details file:

1. Go to “Accounts” at the top menu bar, select “Approval Status”.

2. Search the transaction that you want to download. Click the

action menu and select “View Details”.

3. In the transaction details screen, click the “Export” function at

the top right side of the screen.

Important Note:
- Users with access to “Download Reports” function will have access
to all reports the company has subscribed to.

- If you require specific access control for some reports, please

contact UOB for a discussion.

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19. How to Use Your Favourite Account Lists

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 How to Use Your Favourite Account Lists
All Options
There are three main functions of the Favourite Account Lists:

A. Create a new Favourite Account List 3

B. Edit a Favourite Account List 1
C. Delete a Favourite Account List 4

A. Create a new Favourite Account List

1. From the top menu bar, hover over “Accounts” and select 6
“Favourite Account Lists” under “Accounts” column. 2
2. Select if you want to create a new favourite List.

3. Please key in your preferred “Favourite List Name” and

“Description”

4. Click arrow and select the equivalent currency to display.

5. Key in “Account Number or Account Name” to add accounts to

the favourites account list.

6. Or click the “Star” icon to add an account into your favourite 7

account list.

7. Click button once you have selected your accounts.

8. If your favourite account list is saved successfully, Confirmation 8

message will be displayed at the top of the screen.

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 How to Use Your Favourite Account Lists
B. Edit a Favourite Account List

1. First, select the list which you wish to add or remove an 2

account from, and then click “Edit” button.

2. Key in “Account Number” or “Account Name” to filter the

account to remove.

3. Or, click the star (*) icon to remove account from your 3
favourite account list.

4. Key in the “Account Number” or “Account Name” to search

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the desired account to be added into your favourite 4
account list.

5. Or click the “Star” icon to add the desired account into your
favourite account list.

6. Click button once you have selected your 5

accounts.

7. If your favourite account list is saved successfully, a

confirmation message will be displayed at the top banner.

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 How to Use Your Favourite Account Lists
C. Delete a Favourite Account List

1. First, select the list that you wish to delete and then click
“Delete” button.

2. Please click button once a confirmation pop up

message displayed.

3. If your favourite account list deleted successfully, a

confirmation message will be displayed at the top of the 2
screen.
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20. How to Use the Filters

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 How to Use the Filters
Example of Filter Options 1 2 3

1. Transaction / Deposit Type

This pill allows you to choose the desired transaction type for
viewing.

2. BIB Reference
Entering a BIB reference number allows you to locate the exact
transaction for viewing.

3. Customer Reference
Entering a customers reference allows you to filter the transactions
to those which are related to the reference that you keyed in.

4. Account
Selection of account allows you to view transactions tagged to the
6
selected account. 4 5

5. Currency
Selection of currency allows you to view transactions related to the
selected currencies.

6. Amount
Entering a range of transaction amount allows you to filter the list
of transactions that are applicable.

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