The home screen of the Sumeria app grants access to the main features, presented here from top to bottom in the same order as in the app.
Managing and creating accounts
Customers can scroll all the way up and tap "More accounts", where they will be able to manage their accounts and create new ones.
Accounts view
Accounts that were added to "Favourites" are displayed on the home screen. The account linked to the main card will automatically appear first on the home screen. Customers can add or remove accounts displayed on the home screen in the "Accounts" screen.
Detailed overview of an account
Customers can access the detailed screen of a specific account by clicking on its preview.
Account defined as payment source for the main card
The little "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 wire transfers or send a Lydia payment by tapping the double arrow icon on the bottom right-hand corner of the screen.
They 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, by tapping "More cards"
- the detailed screen of any of their physical cards
- the creation of a subscription card
- the creation of a 1-payment card
Colour and style
Customers can change the look of the card holder and the background in 2 different ways:
- long-pressing the card holder
- shaking the phone to generate a random combination of background and card holder colours.
Main card
Customers can also change the card they have set as their main one by long-pressing the card holder.
Transaction history
Customers have a quick access to their last 3 transactions. They can tap one of them to open the receipt screen. And if they want to find an older transaction, they can click on the search field to open the transaction history screen.
From the Settings 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 optional, 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.
Account interest
Customers can monitor the money their accounts earn them.
Assisted savings monitoring (Sumeria+ only)
Customers can monitor how much they've saved up in any given month thanks to Sumeria+. Tapping it redirects them to their Sumeria+ Centre.
Sumeria+
At the bottom of the home screen, Sumeria+ customers can access their Sumeria+ Centre.
Help and messages
At the bottom of the home screen, customers can also access the Help and messages screen.
Menu
Finally, customers can also access the Profile and settings screen at the bottom of this page.