Favorites

The customer has many such transactions which could be repeatedly required to be executed by them at a future date, but the execution date need not be fixed. The customer can avoid entering the transaction details repeatedly during execution by using this unique feature of Favorite Transaction.

Application enables the customers to make the transactions frequently used by them to be marked as Favourite in the confirmation screen of all its transactions. A (Heart icon) is provided on the confirmation screen. The customer just needs to select that icon and transaction will be marked as Favorite Transaction.

Once a transaction is marked as favourite it will be displayed always on the customer’s payment dashboard. The customer just clicks on the favourite transaction while executing and all the transaction details are displayed on screen auto populated. The required change in the details can be done and submit the transaction for processing.

Note:
1) This transaction also allow you to remove the payment transaction from favorite list of transaction.
2) You can mark Bill Payment and Money Transfer transactions as Favorite.

How to reach here:

Dashboard > Payments > Favorites

To search and initiate the favorite transaction:

1. Enter the search criteria, click .
   All the saved favorite transactions appears on Favorites screen.

Field Description

Field Name	Description
Accounts Below fields appears, if you select Accounts section.
Payee Name	Name of the Payee for identification.
Account Type	Type of draft associated with the Payee.
Account Details	Details of the account.
Nickname	Nick name to identify the payment destination (account).
Amount	Amount to be transferred along with the currency.
Demand Drafts Below fields appears, if you select Demand Drafts section.
Payee Name	Name of the Payee for identification.
Draft Type	Type of draft associated with the Payee.
Draft Favouring	Name of the payee of the draft.
Amount	Amount for which draft needs to be issued.
Bill Payments Below fields appears, if you select Bill Payments section.
Category	Category of the registered biller.
Biller Name	Name of registered biller.
Relationship Number	RelationshipRelationship signifies the relationship between parties and accounts whenever the relationship is mapped to account. number of the customer with the biller.
Amount	Bill payment amount to be transfer from account.

2. To initiate a favorite transaction
1. If you want to initiate transaction in Accounts;
1. Click on Payee Name of relevant transaction in Accounts tab. The Make Payment screen appears.
2. Update the required details.
3. Click Pay .
2. If you want to initiate transaction in Demand Drafts;
1. Click on Payee Name of relevant transaction in Demand Drafts tab. The Draft Issuance screen appears.
2. Update the required details.
3. Click Issue.
3. If you want to initiate transaction in Bill Payments;
1. Click on Biller Name of relevant transaction in Bill Payments tab. The Bill Payment screen appears.
2. Update the required details.
3. click Pay.
   OR
   To remove transaction from favorite list, click .
   OR
   Click Cancel to cancel transaction.

To remove the transaction from the favorites:

1. Repeat steps 1 and 2 of To search and initiate the favorite transaction section.

1. To remove transaction from favorite list, click .
2. The confirmation message to remove from list appears. Click Remove.
   OR
   Click Cancel to cancel the transaction.

3. The success message appears.
   Click Done to complete the transaction.

FAQs

Post transaction, if I add it to “Favourites” where will this be reflected and what benefit will I gain from this?

The transaction will be saved in the “Favorites” list. This transaction can then be used the next time you want to initiate a similar payment.

What type of actions user can perform from favorite transaction?

User can perform following actions from favorite transaction:
• View favorite transaction details
• Initiate a payment
• Remove the transaction from favorite list

What type of transactions user can perform from favorite transaction?

User can perform following transactions from favorite transaction:
• Transfer Money
• Draft Issuance
• Pay Bills

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