APPROVER DASHBOARD

Icons

Following icons are present on the corporate approver's dashboard:

• : Click this icon to go to the dashboard.
• : Click this icon to go to the Mailbox screen.
• : Click this icon to search the transactions.
• : Click this icon to log out from the application.
• : Click the toggle menu to access the transaction.
• : Click this icon to search the transactions that are performed on a particular date. It has two fields From and To, you can select the start and end date to search the transaction.

Toggle Menu Transactions

Following items are present on the Toggle Menu:

• Welcome Note: Displays the welcome note with last login details.
• Your Current View is: Select your role as approver. The drop-down to select the role is available only if the user is mapped with more than one role.
• : This menu consists of sub menu items like Current and Savings account, Term Deposits and Loans and Finances to navigate to the respective account related transactions.
• :Click here to access Payments related transactions or setting up of payments
• : Click this icon to upload files and view the files already uploaded.
• : Click this menu to manage your trade and finances.
• : Click this menu to view the Mails, Alerts and Notifications.
• : Click this menu to go to user's profile.
• Click to view the address and location of the ATMs and the branches of the Bank. For more information click here.
• :Click to view and manage the alerts.
• : Click this menu to view the daily limits.
• : Click this menu to reset the security questions.
• : Click this menu to change the login password. For more information click Change Password.
• : Click here for security setings.
• : Click this menu to launch the online help.
• : Click this menu to view the information about the application like version number, copyright etc.

Notifications

The notification section allows the corporate approver to view last four notifications sent by the bank. Click View All to view all the notifications sent by the bank. User can also click on the specific notification to see the details.

Pending for Action

This section displays the summary of all the financial and non-financial transactions that are pending for approval by the corporate approver user in a graphical form.

The transactions are grouped by module name and provides a quick view of transactions that are needed to be approved.

Quick Links

The following commonly used transactions can be initiated from this section:

• Own Account Transfer
• Funds Transfer
• Issue Draft
• Adhoc payment
• File Upload
• Uploaded Files Inquiry

Pending for Approval

This section displays the details of transactions that are initiated by the maker and are pending for approval. It is briefly classified into two broad categories a) Financial and b) Non-Financial. User can click each tab to view the details of transactions that are pending for approvals.

Click the reference number link to view, approve or reject the transaction. User can also select multiple records from the summary and approve or reject the transactions.

My Limits

This section allows the user to view the transaction specific limits assigned to him for initiating and approving the transactions. It also provides information about the limits assigned by the bank and the limit utilized by the user.

Corporate Limits

The user can view the party cumulative transaction limits for each transaction, daily and monthly limits utilized and available limits for use from the viewer dashboard.

My Approved List

This section displays the details of transactions and their status that have been approved by the approver user. Click each tab to view the snapshot of transactions already approved.

Click the Reference Number link to view the detailed transaction.

Click Download to download the summary of transactions approved by the approver user.

Current and Savings/ Term Deposits/ Loans

The current and savings/ Term Deposit/ Loan account card displays the count of the account and total balance in these accounts along with the transaction currency. The section below the account card displays the summary of assigned CASAs/ Term Deposit / Loan (combined by account currencies) with below details. Click the particular account number of CASACurrent Account or Savings Accounts are operative accounts through which account holders perform day to day operations such as deposits and withdrawal of money./ Term Deposit / Loan account to go to the account details screen.

• Current and Savings:
• PartyA party is any individual or business entity having a banking relationship with the bank. Name: Displays the different party names linked to the ID and holding the accounts
• Account Number: clicking the account number takes you to the Account Details screen.
• Account Type: Displays the account type - savings or current.
• Net Balance: The balance amount in the account is displayed
• Term Deposits:
• Party Name: Displays the different party names linked to the ID and holding the deposits.
• Deposit Number: clicking the account number takes you to the Deposit Details screen.
• Interest Rate: shows the applicable rate of interest on various deposits.
• Principal Balance: shows the amount invested in deposit.
• Maturity Date: shows the date of maturity of deposit.
• Maturity Balance: shows the amount which would be available at the date of maturity.
• Loans
• Party Name: Displays the different party names linked to the ID and holding the loans.
• Account Number: clicking the account number takes you to the Loan Details screen.
• Interest Rate: Applicable rate interest of loan.
• Maturity Date: date when the loan would be closed if all the due is clear.
• Outstanding BalanceThe total amount that you owe on a credit card or other loan.: Amount which is left to be deposited against the loan.

Click Download to download the account summary of Current and Savings/ Term Deposit/ Loan accounts.

Transaction Name

This section displays the name of the transaction like Loan repayment, Bulk File Upload etc.