The home screen of the Sumeria application allows customers to make the following actions, presented from top to bottom in the same order than how they display on the home screen.
Account or money pot creation
Customers can create an account by scrolling to the top of the page.
Accounts overview
By unfolding the accounts (drag down), customers access a preview of their accounts, sorted out by category.
Rearranging the accounts
To reorder the accounts or move them from one section to another, customer can tap the 3 little dashes to the right of "Favourites".
"Favourites" category
By default, the "Favourites" category includes the customer's main account as well as the account to which the customer linked their main card. But customers can decide to display 3 or more accounts of their choice by tapping "Favourites" or "Reorder my accounts" in the Preferences screen.
The first account shown is always the one that was set as the payment source.
Detailed overview of an account
Customers can access the detailed screen of a specific account by tapping its preview.
Account defined as payment source for the main card
The little active "card" icon to the right of an account's preview indicates this account will be debited when payments are made using the main card.
If this icon does not appear on one particular account, it means this account cannot be set as a payment source.
If the little active "card" icon is inactive, then customers can tap it to set the account at issue as the payment source.
Transfers
Customers can make a wire transfer or send a Lydia payment by tapping the double arrow icon on the bottom right hand corner of the screen, or to the right of the first account preview (before unfolding the account list).
Customers can also send wire transfers from the detailed screen of a given account.
Card holder
Main actions
Tapping the card holder allows customers to access the:
- cards screen
- detailed screen of each of their physical cards
- creation of a subscription card
- creation of a 1-payment card
Colour and style
Customers can change the look of the card holder and the background by long-pressing on the card wallet, or from the Preferences screen.
Main card
Customers can also change the card they have set as the main one by long-pressing the card holder.
Transaction history
Customers have a quick access to their 3 last transactions. They can tap one of them to open the receipt screen. And if they want to find an older transaction, they can tap the search field to open the transactions history screen.
From the Preferences screen the customer can increase the number of operations displayed on the home page. Maximum 6 operations displayed.
Scratch cards
If customers have scratch cards to scratch away, they will be displayed beneath the transaction history.
Unread messages
If customers have unread messages in their inbox or pending actions, a floating button will be visible at the bottom of the screen. By tapping it, customers are redirected to their messages in the Help and messages screen.
Introductory to-do list
New customers will see a to-do list. Although completely optionnal, it is recommended so customers can enjoy a better Sumeria experience.
Tapping any of the to-do's will redirect customers to the relevant screen, where they will simply need to follow instructions.
Help and messages
At the bottom of the home screen, customers can access the Help and messages screen.
Menu
Customers can also access the "Menu" screen at the bottom of this page.