1.3.1 Dashboard Introduction
My Payments Dashboard:
Introducing a new Payment Dashboard for seamless and simplified payments management. The Dashboard provides users with an organized and intuitive interface where they can monitor, initiate, and manage their payment activities, thus enhancing transparency and empowering the customers to manage their payments seamlessly and efficiently.
Key components of the Payments Dashboard include:
- Quick Payments
- This widget is prominently positioned to enable fast access to frequent used payees, allowing users to initiate payments with a single click.
- The widget list most used payees, making it efficient for repetitive transactions without needing to search for the payee each time.
- This widget also includes a convenient Add Payee button for users who need to create new payee profiles quickly, streamlining the onboarding of new recipients.
- Summary of Payments
- The Summary widget gives a visual overview of all recent incoming and outgoing payments. Transactions are categorized and displayed with details such as transaction count and total amount, which is visually represented using bar graphs or icons.
- Users can monitor the status of their transactions (e.g., In Progress, Processed, Future Dated, Cancelled), making it easier to track and manage their payments at a glance.
- The widget also allows users to filter transactions by account and date range and click into specific transaction categories to access more detailed information.
- Favourites
- This widget offers quick access to saved favourite payments, enabling users to reuse commonly used payments. It’s particularly useful for regular payments such as monthly bills, rent, or business transactions.
- The widget organizes Favourite payments and Demand Drafts, making it simple for users to initiate new transactions with pre-populated data, reducing the need for manual entry.
- Users can view and manage their Favourite payments, with options to un-favourite them as needed, enhancing the flexibility and efficiency of recurring transactions.
- Recent Payments
- The Recent Payments widget provides a log of the user’s latest transactions, displaying the most recent incoming and outgoing payments. Each transaction includes details like the payee’s name, transaction amount, date, and payment status.
- Users can quickly click on a transaction to view additional details or repeat a transaction with similar parameters, making it easy to continue with routine payment workflows.
- The View All Payments option allows users to navigate to the comprehensive Payments Inquiry screen, where they can explore further details, filter transactions, and perform actions like payment cancellation, amendment and download receipts.
- My Initiated Payments (Corporate Exclusive)
- This widget is designed to offer easy access to payments that the user has initiated, helping them to track, manage, and confirm the status of their transactions directly from the dashboard.
- Users can quickly click on a transaction to view additional details or repeat a transaction with similar parameters or can mark the transaction as favourite or un-favourite.
- The View All Payments option allows users to navigate to the My Initiated List where they can explore further details and filter transactions.
- Saved Drafts Notification
- A toast notification displays any saved payment drafts, allowing users to resume or review transactions that were previously saved but not completed. This feature is helpful for users who may need to return to a complex transaction or continue later without losing progress.
- Users can click on Resume for single drafts, which takes them back to the payment entry screen with all details pre-filled. If multiple drafts exist, a View option is available for browsing and selecting drafts.
- Quick Actions (Mobile & Tablet Exclusive)
- Available on mobile and tablet devices, the Quick Actions widget provides a one-click access feature for high-priority transactions like Make Payment, Manage Payees, Payment Status, Favourites, and Saved Drafts.
- The widget supports long press gestures on actions making the interface responsive and user-friendly for mobile users.
The Payments Dashboard provides a centralized control over all payments and related functions from one convenient location. No more toggling between menus. It also provides a highly organized and intuitive interface for accessing and managing all aspects of digital, enhancing overall banking experience and empowering customers to manage their payments with ease.