Web Currency Services tutorial videos

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To log in to Web Currency Services, visit: https://web-currency-services.jpmorganchase.com/. Once at the login screen, click First Time User to create a password. You will be taken to the Password Assistance screen. Enter the username you received via email and click Continue. Click Next to send an authentication code to your email address. Your authentication code will be sent to your email address on file. If you do not receive the email, be sure to check the spam or junk email folder. From the email received, enter your authentication code. If you have not received the authentication email within 15 minutes, click Resend to issue a second authentication code. Note: The first authentication code will now be invalid.

Once entered, click Next. Set your password by following the password policy guidelines and click Submit. Upon successful completion, click Go to Login to return to the login screen. For additional guidance, click First Time User Help Guide to learn more. At the login screen, enter your username and the new password that you just set. Then click Sign in. To protect your security, an authentication code must be generated to register the computer being used. Click Next to send the authentication code to your email. Enter the authentication code that was emailed to you. To register your computer, select the Register this computer box before clicking Submit. Registering a non-public computer will eliminate the need to generate an authentication code each time a user logs in to Web Currency Services. Registering a public computer is not recommended.

If you have not received the authentication email within 15 minutes, click Resend to issue a second authentication code. Note: The first authentication code will now be invalid. Congratulations! You are now ready to use Web Currency Services. You will be taken to the main page of the system. If you'd like to bookmark this page, do so only after logging in. This and other helpful information can be found in our user guide.

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First, log in to your Web Currency Services account. From your order page, choose your location. If you have access to a single location, it will be pre-populated in the location box. If you have access to up to 10 locations, you will be able to select from a drop-down menu. And with more than 10 locations, you will be able to search for the one you're looking for. Once a location is selected, the delivery date will pre-populate to the next day, and the order category will default to cash. If you would like to update the delivery date, click on the calendar icon and select the date you would like to receive your order.

Next, enter the dollar value of the denominations requested. Once all of the requested denominations are input, click on Review Order. Review your order. If updates are needed, click Back to Edit to make adjustments. If everything looks correct, click Submit. And that's it! Your order is placed. If you would like to print the confirmation for your records, click Print Order. Otherwise, click Close to return to the home page. To check your placed orders, you can click on Order History. This and other helpful information can be found in our user guide.

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[soft electronic music]

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First, log in to your Web Currency Services account. From your order page, navigate to the Orders menu and select Order History. The most recent 200 orders will be displayed by default. Each of the orders will have a status. To view a specific location, find it using the search bar. Then, click search. To use the Advanced Search function, click on the arrow and fill in the parameters you're looking for. To view the details of an order, you can click on the caret next to the confirmation number or at the end of the row. This allows you to view the expanded details of that order. The Edit Order button will be available if the order has not yet been processed.

To make an update to the order, click Edit Order. From this screen, you can make any updates needed to your order, select a reason for the change, and add a comment. When finished, click Review Order. If everything looks correct, click Update Order, then click Close to return to the previous page. You will now see the updates reflected in the order details page.

To cancel an order, click Cancel Order. Review the order cancelation page. If all looks correct, click Cancel Order, then Close to return to the previous page. From the home screen, you will now see this order tagged as canceled. From your order page, navigate to the Deposits menu and click. The most recent 200 deposits will be displayed by default. You will see if the deposits are balanced, over, or short. To target a specific location, find it using the search bar. Then, click Search. To use the Advanced Search function, click on the arrow and fill in the parameters you're looking for. Then, click Search.

To view the full record of a deposit, click on the caret on the right. From this screen, you can view what was processed and what was in the deposit. To return to the previous screen, click Back. For locations with dual approval setups, from the order screen, navigate to the Approvals menu and click. Here you will see all of the orders that need approval. To approve or decline orders in a batch, you can click the box in the top row to select all orders. To view full details of an order, click the caret on the right. From this page, you can choose to decline or approve the order. Whether you choose to approve or decline the order, a confirmation screen will appear. Click confirm and your action will be completed. Click Close to return to the previous page. Your approvals queue will refresh automatically. Repeat this process for all orders in your approvals queue. This and other helpful information can be found in our user guide.

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First, log in to your Web Currency Services account. From the main page, select Reports. The Reports menu shows the various reports that are available. As an example, let's choose the Order Summary report. The location options will default to all locations. However, specific locations can also be selected within the drop-down menu. Filter by clicking into the location box and selecting from the drop-down, or by typing the location name. You can select multiple locations at once. Click out of the locations box to enable the selections. To reset your selection, click Reset. The location will default back to all locations. Once the desired selections have been made, remember to click out of the locations box to enable the selections.

Next, select your desired date range. It is recommended to use a range of one to two months maximum. Once your date range is selected, you'll be able to choose your file format. You can export to Excel, CSV, or PDF. We recommend exporting to PDF to share content without making values editable. Once exported, the report will appear in the download tray at the top of the screen. Select the drop-down next to the file name and choose the desired action. If you are an admin, you will have access to the user access report. It is recommended to have at least one user admin. Click on user ID and enter the desired user ID to look up. Click search. Here, you can see the last time the user logged in and their role. To learn more about this user's entitlements, click the blue caret. This will show the locations this user is entitled to. This and other helpful information can be found in our user guide.

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