11 Transactions

This topic provides the systematic instructions to user to view details of all transactions, including purchases, payments, debits, and credits, made on their credit card accounts.

Users can select any card to view transactions initiated using that card. All transactions initiated on the card are displayed in chronological order of spending, with the latest transactions displayed first. Only primary cards are available for selection. On selecting a primary card, if any Add-On cards are linked to it, the transactions initiated on the Add-On card are also listed.

In addition to being able to select a specific card of which to view the statement details, users can also filter transactions based on billed or unbilled transactions. On selecting the option ‘billed’ the user can select the billing month to view the statement of that month.

Using the Manage Columns feature, bank can configure and enable customizable UI display/download option for the end users. Using this feature, users can personalize the information to be displayed/downloaded from search grid displayed on the screen.

By clicking on Manage Columns option available on the screen, user can

• Rearrange columns
• Remove specific columns.

Note:

1. The downloaded report will have the same columns as displayed on the UI as per user preference as well as there will also be an option to modify the column selection while downloading.
2. The column preferences setup by the user will be saved for future reference i.e. in case the user revisits this screen, the preferred columns will only be displayed in the table.

The user can also navigate to other Credit card statement related screens from the More Actions menu provided on the screen.

Customers can also undertake the following from this screen:

• Download Pre-Generated Statements – The customer can select the Pre-Generated Statement option from the More Actions on this page, in order to be provided with the facility to define the period for which he/she would like to download pre-generated statements.
• Subscribe for E-Statements – By selecting the E-Statement option from the More Actions , the user will be able to either subscribe or unsubscribe (if subscription is active) for e-statements for the specific account. If the user opts to subscribe for e-statements, he/she will receive monthly e-statements on his/her registered email address.

To view transactions:

1. Perform anyone of the following navigation to access the Transactions screen.
   • From the Dashboard, click Toggle menu, click Menu, then click Cards, and then click Credit Cards tab, click on the credit card.

     From the Credit Card Details page, click on the Show all transactions link under Recent Transaction section.

   • From the Search bar, type Credit Cards – Transactionsand press Enter
   • On the Dashboard, click Overview widget, click Credit Cards card,then click on the credit card.

     From the Credit Card Details page, click on the Show all transactions link under Recent Transaction section.

   The Transactions screen appears.

2. From the Credit Card Number list, select the credit card to view transactions initiated through that card.

   Figure 11-1 Transactions – View Transactions

   
   

   
   Description of "Figure 11-1 Transactions – View Transactions"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 11-1 Transactions – View Transactions - Field Description

   Field Name	Description
   Card Number	Select the credit card to view transactions initiated using that card.
   View Options	Filters to view the transaction type. The options are: Billed Transactions Unbilled Transactions
   Amount	The specific transaction amount matching to which you wish to view transactions.
   Month	The user is required to select a month so as to be able to view the billed transactions of that month. This field appears if you select the Billed Transactions option from the Transaction Type list.
   Search Result
   Date	The date on which the transaction took place.
   Amount	The transaction amount.
   Description	Displays the name of the credit card associated with the transaction along with the description of the transaction.
   Transaction Type	The type of transaction performed, i.e. if it was a debit or credit transaction.

3. Perform one of the following actions:
   • Click the change filter criteria.

     The Filter overlay screen appears. Based on the defined criteria you can view transactions.

     Figure 11-2 Transactions – Filter Criteria

     
     

     
     Description of "Figure 11-2 Transactions – Filter Criteria"

     
     

     Note:

     The fields which are marked as Required are mandatory.

     For more information on fields, refer to the field description table.

     Table 11-2 Transactions – Filter Criteria - Field Description

     Field Name	Description
     View Options	Filters to view the transaction type. The options are: Billed Transactions Unbilled Transactions
     Amount	The specific transaction amount matching to which you wish to view transactions.
     Month	The user is required to select a month so as to be able to view the billed transactions of that month. This field appears if you select the Billed Transactions option from the Transaction Type list.

     1. From the View Options list, select the desired transaction period.
        1. If the option Billed Transaction has been selected in the View Options list, select the month so as to be able to view the billed transactions of that month.
     2. In the Amount field, enter the specific transaction amount matching to which you wish to view transactions.
     3. From the Month list, select the month for which the pre-generated statement is to be viewed / downloaded / printed.
     5. Perform one of the following actions:
        • Click Apply to view transactions based on the defined criteria.
        • Click Reset to clear the details entered.
   • Click the . The statement gets downloaded in PDF format.
   • Click the icon to setup a column preference by rearranging or removing columns.
   • Click on the More Actions menu to access other Credit Card statement related transactions.

     The following actions can also be performed from More Actions in the screen:

     • Subscribe for E-Statements
     • View Pre-Generated Statements

• E-statement
  This topic provides the systematic instructions to user to manage their e-statement subscriptions, including both subscribing and unsubscribing.
• Pre-generated Statement
  This topic provides the systematic instructions to user for generating pre-generated statements.