Favorite Transaction

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 view and initiate the favorite transaction:

1. Click the relevant card to initiate the favorite transaction. The details of transaction appears in respective payment transfer screen.
2. To initiate transaction, click Pay.
   OR
   To remove transaction from favorite list, click .

1. The confirmation message to remove from list appears. Click Remove.
   OR
   Click Cancel to cancel the transaction.

2. 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 mark following transactions as your favorite transaction:

• Payments made to an account
• Demand Draft Issuance
• Bill Payments

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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