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 (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:
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:
- Enter the search criteria, click .
All the saved favorite transactions appear on Favorites screen.
Field Name |
Description |
---|---|
Money Transfer Below fields appears, if you select Money Transfer section. |
|
Payee |
Name of the Payee for identification. |
Transfer 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). |
Amount |
Amount to be transferred along with the currency. |
Demand Drafts Below fields appears, if you select Demand Drafts section. |
|
Payee |
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 |
Displays the amount along with the currency 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 |
Displays the bill payment amount along with the currency which is to be transferred from account. |
- To initiate a favorite transaction
- If you want to initiate transaction in Money Transfer;
- Click on Payee of relevant transaction in Money Transfer tab. The Make Payment screen appears.
- Update the required details.
- Click .
- If you want to initiate transaction in Demand Drafts;
- Click on Payee of relevant transaction in Demand Drafts tab. The Draft Issuance screen appears.
- Update the required details.
- Click .
- If you want to initiate transaction in Bill Payments;
- Click on Biller Name of relevant transaction in Bill Payments tab. The Bill Payment screen appears.
- Update the required details. Click
OR
To remove transaction from favorite list, click .
OR
Click 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:
- Enter the search criteria, click .
All the saved favorite transactions appear on Favorites screen.
- To remove a favorite transaction:
- If you want to remove favorite from Money Transfer;
- Click on Payee 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 .
- The confirmation message to remove from list appears. Click
OR
Click to cancel the transaction.
.
- The success message appears along with the transaction reference number and status of the transaction.
Click to go to Dashboard screen.
FAQs
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 reinitiating a transaction from my favorite transaction list?