Favorites

Application enables you to mark the payment transaction as ‘Favorite’ which is frequently used by you. A star icon is provided on the transaction confirmation screen to mark the transaction as ‘Favorite Transaction’. You can mark following payment transactions as your Favorite transactions.

• Payments made to an account
• Demand Drafts
• Bill Payments

Once a transaction is marked as favorite, it is displayed in your favorite transaction list. You can click on the favorite transaction and all the transaction details are auto populated on the screen. You may do necessary changes and submit the transaction for processing.

Prerequisites:

• Transaction and account access is provided to corporate user
• Approval rule set up for corporate user to perform the actions

Features supported in application

You can perform following actions from favorite transaction:

• View Favorite Transaction Details
• Initiate a Payment
• Remove Transaction from Favorite List

How to reach here:

Dashboard > Payments > Favorites

Favorites – Summary

Summarized views of all the payment transactions marked as favorite are displayed on the screen.

A quick search is available on the screen by specifying the payee name. Further drill down is provided on the transaction to view the complete details of a favorite transaction.

The screen is divided into three sections –

• Accounts - Transactions marked as favorite for ‘Account’ type of payments are listed under this section
• Demand Draft - Transactions marked as favorite for ‘Demand Draft’ type of payments are listed under this section
• Bill Payments - Transactions marked as favorite for ‘Bill Payment’ type of payments are listed under this section

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 with account nickname.
Nickname	Nick name to identify the payment destination (account). For more information on Account Nickname, click here.
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.

Remove Favorite

You can remove the transaction that is marked as favorite, from the favorite list.

To remove the transaction from the favorites:

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

• To remove a favorite transaction:
• If you want to remove favorite from Accounts;
• Click on Payee Name of relevant transaction in Accounts tab. The Make Payment screen appears.
• If you want to remove favorite from Demand Drafts;
• Click on Payee Name of relevant transaction in Demand Drafts tab. The Draft Issuance screen appears.
• If you want to remove favorite from Bill Payments;
• Click on Biller Name of relevant transaction in Bill Payments tab. The Bill Payment screen appears.
• Click .
• The confirmation message to remove from list appears. Click Remove.
  OR
  Click Cancel to cancel the transaction.

6. The success message appears.
   Click Done to complete the transaction.
7. If the transfer requires an approval workflow; the transfer will only be initiated once approved by the required number of approvers, the transfer will be effected from an account.
   If the transfer does not require an approval workflow or is self / auto approved, then the transfer will be effected immediately from an account.

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 mark following transactions as your favorite transaction:
• Transfer Money
• Draft Issuance
• Pay Bills

Can I edit the details if I am reinitiating a transaction from my favorite transaction list?

Yes, you can edit the details and reinitiate a transaction by selecting favorite transaction.

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