E-Finance Java

460.27.3 en 03.2009 PF
E-Finance Java™

E-Finance Java™
What is E-Finance Java™?
It is a program that is installed on a PC. E-Finance
Java™ has the same basic functions as E-Finance
HTML. Unlike E-Finance HTML, E-Finance Java™ uses
the Internet browser only for certain links. These links
are marked with the symbol . E-Finance Java™ can
only be launched from the PC on which it is installed.
Same login, expanded functions
If you are already an e-finance customer*, you can
download the latest browser-neutral version from
E-Finance Java™ at w ww.postfinance.ch/download,
install it on your PC and log in directly.
The installation takes just two minutes (express
installation, varies according to the system). After
installation, log in to e-finance as usual with your
security elements.
In the E-Finance Java™ version you will basically find
the same functions as in the browser version (overview
of assets, enter payments, query transactions,
etc.). The menu items are named uniformly. However,
the menu is at the top instead of at the left, and the
Java version offers additional customization options,
a few of which we would like to present here.
* If you are not yet a customer, you can obtain information
about our offering at w ww.postfinance.ch/e-finance and register
for e-finance using the Apply tab.
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Overview of the core functions of e-finance
After logging in, start with the overview of assets
(private customers) or accounts overview (business
customers). Under Settings you can choose whether
you would like the overview of accounts or overview
of assets as the start page.
You will find various icons in the toolbar at the top
which offer you direct access to the key functions.
Click on the icon to go to Transactions. You can
see the details for each payment by double-clicking
on the list entry.
You can limit or edit the search by clicking on the
magnifying glass at the bottom right.
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You can also enter payments via the Payments
menu or enter them directly by clicking the icon.
If you are looking for a payment, click on the
icon to view all pending payments. If you would also
like to see other payments, change the settings in
the search by clicking on the magnifying glass at the
bottom right.
Own key combinations
Under Settings you will find a number of options
for customizing the Java version. For instance, in the
Personal settings menu under Key map you can
choose which key combination to use to trigger a
certain action.
Click on the action you need, choose the key combination
and click Save in order to call up this action
with the specified key combination in future.
Customize toolbar
Under Settings > Personal settings in the Toolbar tab
you can choose which symbols should be displayed in
the toolbar at the top.
You can easily access the selected pages after saving
the settings by clicking on the corresponding icon.
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Personal menu
The Java version of e-finance offers you the option of
compiling a personal menu under Settings > Personal
settings.
Once you have selected your frequently used actions
in Personal settings and saved the settings, you will
see your personal menu directly when you launch the
program in future.
The pages will be displayed in tabs. You will then
reach the function you need with just a single click
of the mouse, without having to use the standard
menu at the top.
Export data
Under File at the top left you can export data such as
transactions.
To do this, click on the desired export format under
File and save the file on your PC. Exports are possible
as text files, PDF or Excel files.
Sort table
All overviews presented in table format can be
sorted in either ascending or descending order after
each column.
To do this, simply click on the relevant column
heading and the data will be sorted.
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