More digital banking features to help you go paperless in 2024
You can now download three months' worth of certified bank statements as a single attachment for one or multiple banking products. Learn how to access this feature and more in your app to sail into 2024 without a flutter of paperwork in your wake!
Why does it seem like piles of warrantees, receipts and important papers are always lying around - right until the time you actually need them?! And what about the frustration of searching your transaction history for a specific payment, wishing you could find the details you need faster?
Kiss all that annoyance goodbye with Smart Vault and Smart Search, two super-handy features available right from your Discovery Bank app. These digital features let you save, store and easily find important documents, and are guaranteed to save you effort and time.
Need certified bank statements but hate downloading statements one by one? No problem, you can now download three months' worth of certified bank statements as a single attachment for one or multiple banking products using your Discovery Bank app.
Need certified bank statements in a hurry?
You can download a certified bank statement straight from your banking app any time you need one. You'll be notified each month when your latest statement is loaded to your banking app, so you can conveniently save, certify and download it in seconds. You can now also download three months' worth of certified bank statements as a single attachment for one or multiple banking products. Here's how to download a certified bank statement:
If it's valuable, lock it in your Smart Vault
With Smart Vault, you can directly link a photo or file on your phone to a specific transaction in your banking app. Just scan and attach the file, or snap a pic of your receipt, warranty or other important document - and link it right away to the transaction it relates to. You can even add a personalised description. Either way, it'll now be super-easy to find in the future.
In fact, you can save and store any important document safely and securely using Smart Vault and link it to a transaction. Watch this quick guide to start uploading and storing now:
Watch the video to learn more
Scroll no more with Smart Search
Smart Search lets you search for key phrases or merchant names to find a specific transaction. In just a few taps, you can search for transactions by description and account, filter your transactions for various elements, and create custom transaction lists. You can even download and export your lists in the format of your choice (Excel or CSV) for easy bookkeeping.
7 steps to use Smart Search on your banking app
- Log in to the Discovery Bank app.
- Select the account you want to search.
- Tap the three-dot menu at the top right of your screen.
- Select Smart Search.
- Select one of the filter options.
- Type in what you want to search.
- Tap on Search and view your results.
You can also download the transactions and have it sent to the email address on your profile. Simply:
- Tap the three-dot menu at the top right of your screen.
- Tap Download Transactions.
- Choose a file format and tap on Send.
Visit our Info and tips webpage for more details or watch this video for step-by-step instructions:
There you have it - easy digital hacks to help rely less on paper and clutter this year. Enjoy more functional innovation with your Discovery Bank app - the super banking app of the future.
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In a world that's becoming more complex, you need one simple app that can do it all. In this series of blog posts, we're showcasing some of our best banking app features that make your life simple, convenient and affordable.
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This article is meant only as information and should not be taken as financial advice. For tailored advice, please contact your financial adviser.
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