Favorites

Application enables you to mark the payment transaction as ‘Favorite’ which is frequently used by you. On the transaction confirmation screen you can mark transaction as ‘Favorite Transaction’. You can mark one or more of the following payment transactions as your Favorite transactions.

• Payments done through Transfer Money only (Adhoc Payments are excluded)
• Draft Issuance
• 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 > Toggle menu > 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 –

• Transfer Money - Transactions marked as favorite for ‘Transfer Money’ 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.

2. To initiate a favorite transaction
1. If you want to initiate transaction in Money Transfer;
1. Click on Payee of relevant transaction in Money Transfer 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 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. Click Pay.
   OR
   To remove transaction from favorite list, click Unfavourite.
   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 Money Transfer;
• Click on Payee Name of relevant transaction in Money Transfer tab. The Make Payment screen appears.
• If you want to remove favorite from Demand Drafts;
• Click on Payee 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 Unfavourite.
• The confirmation message to remove from list appears. Click Remove.
  OR
  Click Cancel to cancel the transaction.

6. The success message appears along with the status of the transaction.
   Click Go To Dashboard to go to Dashboard screen.

FAQs

Post transaction, if I add it to ‘Favorites’ 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 done through Transfer Money (Adhoc Payments are excluded)
• Draft Issuance
• Pay Bills
And then view / initiate payments and remove transactions from favorites

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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