Favorites

Application enables you to mark the payment transaction as ‘Favorite’ which is frequently used by you. An 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
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 retail user

Features supported in application

You can perform following actions from favorite transaction:

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

Workflow

workflow

You are here How to reach here:

Dashboard > Payments Widget > Favorites
OR
Dashboard > Toggle Menu > Payments > Favorites
OR
Dashboard > Payments Menu > 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 in case of money transfer and as Biller Name in case of Bill Payments. Further drill down is provided on the transaction to view the complete details of a favorite transaction.

The screen is divided into two sections –

Money Transfer - Transactions marked as favorite for ‘Account’ 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:

All the favorite transactions appear as a list on Favorites – Summary screen.

Select the relevant payee/ biller name and click and then click Pay Now to initiate the favorite transaction.
The details of transaction appear in respective payment transfer screen.
OR
In the Search By Payee/ Search By Biller Name, enter the payee/ biller name of the transaction which you want to initiate and click .
OR
Click the Back to Dashboard link to navigate to the dashboard.

Favorites

To initiate transaction, click Transfer.
OR
Click Cancel to cancel the transaction.

Remove Favorites

To remove transaction from favorite list:

In the Favorite Summary screen, select the relevant payee/ biller name.
OR
In the Search By Payee/ Search By Biller Name, enter the payee/ biller name of the transaction which you want to remove and click .
Click and then click Remove to remove the transaction from the favorites list.
Delete Favorites message box with a warning message prompting the user to confirm the deletion appears.

Click Proceed to proceed with the deletion request.
OR
Click Cancel to cancel the deletion process.
The success message of deletion appears.
Click Back to Dashboard to navigate to the dashboard.

FAQs

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

What type of actions user can perform from favorite transaction?

What type of transactions user can perform from favorite transaction?

Can I edit the details if I am re-initiating a transaction from my favorite transaction list?

What happens when I add a transaction in my favorite list?

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