APPROVER DASHBOARD
This dashboard is available for corporate users who is responsible for approving the transactions. Approver has the responsibility to ensure correctness of financial or non-financial transaction as per the bank and corporate mandate, to ensure speedy and accurate processing.
Approver Dashboard
Icons Following icons are present on the corporate approver's dashboard:
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Click the link to access the FATCA and CRS Self – Certification Forms for Entities so as to capture required information for the purposes of compliance with both FATCA and CRS. |
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Toggle Menu Transactions Following items are present on the Toggle Menu:
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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. |
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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 provide a quick view of transactions that are needed to be approved. |
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Quick Links The following commonly used transactions can be initiated from this section:
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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. |
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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. Click the Search icon to search and view previously approved transactions within specific date range |
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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. |
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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. The user can select the transaction from the drop-down to view the corporate limit of that transaction. |
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Current and Savings/ Term Deposits/ Loans and Finances 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.
Click Download to download the account summary of Current and Savings/ Term Deposit/ Loan accounts. |
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The latest reports mapped and generated under a party/ parties mapped to the logged in user are listed in this section. Click View All to view all the reports generated. |
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Displays the details of all the transactions made to the accounts like account financial, account non-financial, bulk file, bulk record, Payee and Biller and payments transactions. It is divided into two fields broadly: Financial / Non-Financial. The logged in user can view the transaction summary with respective statuses and details. : Click this icon to search the transactions that are performed on a particular date. It has two fields From Date and To Date, you can select the start and end date to search the transaction.
Click Download to download the activity log. |
Pending for Approvals
The Pending for approvals list contains transactions that have been initiated by the maker and are pending for approvals. When the approver user logins to the application, he can view the transactions that are pending for his decision to either approve or reject.
How to reach here:
Approver Dashboard > Pending for Approvals section
To approve the transaction:
- Select the transaction pending for approval, by clicking on the check box against it and click on or .
- The Transaction Approval / Rejection screen prompting to enter the approval / rejection remarks appear.
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Click to navigate to the Dashboard.
- Alternately, the approver can view detailed transaction summary, before approving / rejecting a transaction.
- Click the Reference Number link of the transaction that has to be approved, in the Pending for Approval section. The transaction screen with Review and Transaction Journey section appears.
Review and Transaction Journey
Transaction Name This section displays the name of the transaction like Loan repayment, Bulk File Upload etc. |
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Review The section displays the details of the transaction. |
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Transaction Journey This section displays the status of transactions. The possible values for the status are:
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- Click Approve to approve the initiated transaction. The Transaction Approval screen prompting to enter the approval remarks appear.
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Click Reject to reject the transaction.
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Click Back to navigate to the Dashboard. - Enter the remarks and click Approve.
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Enter the remarks and click Reject.
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Click to cancel the transaction.
The screen with success message along with the reference number appears.
FAQs