2.1.1 View Payee Details

This topic provides the systematic instructions to view payee details of the account associated with the payee.

The user can view details of the account by selecting the option View/Edit provided against each account record displayed on expansion of a payee record.

The View Payee Details option provides the user with the facility to assign limits each account of the payee. By way of assigning limits, the user is able to define the maximum daily and/or the maximum monthly limits that are to be applicable to an account of the payee. Alternately, the user can also edit or remove these limits, once assigned.

To view payee details:

1. Perform one of the following actions:
   • From the Payee List, select and click on the expand option provided against the payee whose details you want to view.
   • Click the icon to search for a specific payee whose details you want to view.

     A card displaying Payee Name, Payee Type and links to add a new account or new demand draft to the payee appears.

2. Click the icon and then click the View/Edit option.
   The View/ Edit Payee screen appears.

   Figure 2-3 View/ Edit Payee

   
   

   
   Description of "Figure 2-3 View/ Edit Payee"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 2-2 View/ Edit Payee - Field Description

   Field Name	Description
   Peer to Peer Payee Details	The following fields appear if the payee details being viewed are that of a peer to peer payment to be initiated via email/mobile/Facebook, Twitter.
   Payee Photo	Displays the payee account photo, if uploaded. If the photo has been deleted or if no photo is uploaded, the initials of the payee account will appear in place of the photo.
   Payee Type	The type of the Payee associated with. The types can be: Peer to Peer
   Nickname	The nickname assigned to the payee’s account for easy identification.
   Transfer Mode	The mode through which payments to this payee are to be made. The options are: Email Mobile
   Transfer To	The Email/Mobile option enables the payee to initiate a funds transfer towards an email or mobile contact.
   Daily Limit	The maximum limit that can be transferred to this account on a daily basis. Click on the icon against the Daily Limits to update or set limit.
   Monthly Limit	The maximum limit that can be transferred to this account on a monthly basis. Click on the icon against the Monthly Limits to update or set limit.

3. Perform one of the following actions:
   • Click on the icon against the Daily Limits to update or set daily transaction limit.

   • Click on the   icon against the Monthly Limits to update or set monthly transaction limit.

     Perform one of the following actions:

     • Enter limits against the daily/ monthly limits field as the case may be.

       Click Save Limit against the Daily Limit / Monthly Limit field to save the changes made.

     • Click Cancel to cancel the editing.
     • Click the icon to delete the set limits assigned to the specific payee account.

       Note:

       This option appears only if limits (either daily or monthly) are assigned to the account.

       The  Remove Limits pop-up appears.

       Click Remove.

       A message stating that the selected limit has been removed successfully appears.

   • Click Make Payment of the specific payees card to transfer funds to the bank account type beneficiary.

     The user is directed to the Transfer Money screen with the beneficiary. This option is enabled for Account type payees.

   • Click Issue of the specific payees card to issue a demand draft towards the Draft type beneficiary.

     The user is redirected to the Issue Demand Drafts screen with the payees information  prepopulated.  This option is enabled for Demand  Draft type payees.

   • Click the icon of the specific payees card which you wish to edit the details.

     The system redirected to the Edit Account Beneficiary screen.

   • Click the icon of specific beneficary card which you wish to delete.