Quick Reference Guide

February 26, 2018

Quick Reference Guide

Product Listing

The following table lists the products and keystrokes used to start the transactions.

Cash Card/Debit Card

  1. From the Main Menu, click the button or press the F7 key button or press the F7 key.

Send Western Union Money Transfer ®

  1. From the Main Menu, click the button or press the F5 key button or press the F5 key.

  2. From the Express Services Screen, swipe or type the consumer’s Preferred Customer Card or Western Union Gold Card number or click Cancel (Esc) if none provided.

  3. From the Send Money Menu, click on the Money Transfer button button.

Receive Western Union Money Transfer ®

  1. From the Main Menu, click on the  button or press the F6 key button or press the F6 key.

  2. From the Receive Money Menu, click on the  button or press the F5 keybutton or press the F5 key.

Quick Collect ®

  1. From the Main Menu, click on the button or press the F5 key  button or press the F5 key.

  2. From the Express Services Screen, swipe or type the consumer’s Preferred Customer Card or Western Union Gold Card number or click Cancel (Esc) if none provided.

  3. From the Send Money Menu, click on the button or press the F5 key button or press the F5 key.

Western Union ® Prepaid Services

  1. From the Main Menu, click on the button or press the F5 key button or press the F5 key.

  2. From the Express Services Screen, swipe or type the consumer’s Preferred Customer Card or Western Union Gold Card number or click Cancel (Esc) if none provided.

  3. From the Send Money Menu, click on the button or press the F7 key  button or press the F7 key.

Western Union Card Enrollment Only

  1. From the Main Menu, click on the   button or press the Alt-E keys button or press the Alt-E keys.

Western Union Direct to Bank

  1. From the Main Menu, click on the button or press the F5 key button or press the F5 key.

  2. From the Express Services Screen, swipe or type the consumer’s Preferred Customer Card or Western Union Gold Card number or click Cancel (Esc) if none provided.

  3. From the Send Money Menu, click on the  button or press the F10 key  button or press the F10 key.

Western Union Enrollment (and Send Money)

  1. From the Main Menu, click on the button or press the F5 key button or press the F5 key.

  2. From the Express Services Screen, click on the Enroll (Alt-E) button or press the Alt-E keys.

  3. From the Transaction Destination dialog box, select the send transaction type/destination.

Global Commands

The following table lists the global commands and the keystrokes used to start the transactions.  The buttons shown on the left-hand side of the application window are global commands.

Note: Ctrl-(any letter) means hold down the Ctrl key while pressing the letter key (e.g. Ctrl-D means press the D key while holding down the Ctrl key).

Click the following button to access the function listed.

Or use these keystrokes

Help System

Help System

Press the F1 key to display the Help system.

Main Menu

Main Menu

Press the F2 key to display the Main Menu.

Reports

Reports

Future feature, not currently enabled.

Tools

Tools

Press the F4 key to display the Tools/Admin Menu 1 of 2 screen.

Agent Referral

Agent Referral

Press the Ctrl-A keys to display the Agency Referral screen.

Database Update

Database Update

Press the Ctrl-D keys to request a database update.

Mail

Mail

Press the Ctrl-M keys to access the Mail function.

Product

Product

Future feature, not currently enabled.

Sign Off

Sign Off

Press the Ctrl-S keys to return to the login dialog box.

Main Menu Options

The following table lists the options on the Main Menu screen.

Option

Keystroke

Send Money

Send Money Menu screen

Press the F5 key to display the Express Services Screen dialog box when the configuration is set to auto.

If not set to auto, displays the Send Money Menu screen.

Receive Money

Receive Money Menu screen

F6, displays the Receive Money Menu screen.

Cash Card/Debit Card

Cash Card/Debit Card

F7, runs the Debit Cash – swipe card screen.

Sign Off

Sign Off

Returns to the login screen.

Western Union Card Enrollment

Western Union Card Enrollment

Press the Alt-E keys to display the Western Union Card Enrollment screen.

Product List

Default is blank. List box displays an alphabetical listing of all available Western Union products.

Product List

  1. Under Product List, click the drop-down arrow to the right of the Product list box to view list of available Western Union products.

OR

Press the Ctrl-P keys.

  1. Select the product.

  2. Press the Enter key or click on the GO! button.

  3. The dialog box for the selected product appears.

Tools/Admin Menu Options

The following table lists the commands available from the Tools/Admin menu dialog box.  Also listed is the keystroke used to access the

Tools and Administrative Operations

Keystroke

Information

Customer Service Inquiry

F5

Allows you to search for a transaction and view the transaction information.
Currency Conversion F6 Converts money amounts from one type of currency to another (e.g. provides the value of $100 US Dollars in Pesos).
Country Info F7 Provides information regarding a selected country.  Includes information such as payout and send restrictions, as well as major business holidays.
Promotion List F8 Provides information on current Western Union promotions.  (future feature)
Transaction Log F9 Allows viewing or manually adding a transaction.
Check Inventory F10 Record voided or spoiled checks.  Look up the status of a check by number.
Return to Main Menu Esc Returns you to the Main Menu when currently in Tools/Admin Menu 1 of 2.
Tools/Admin Menu 2 of 2 Alt+2 Displays Tools/Admin Menu 2 of 2.
Security Alt+2, F5 Change, delete, or add user id’s and passwords.
Options Alt+2, F6 (future feature)
Supply Ordering Alt+2, F7 Place an order for Western Union supplies.
Tools/Admin Menu 1 of 1 Alt+2, Esc Return to Tools/Admin Menu 1 of 1 when in Tools/Admin Menu 2 of 2.

Note: The Esc key will usually return you to the previous menu or cancel the current action.