7 Transactions

This topic describes the process by which customers can track transactions occurring within their loan accounts.

Customers can track the transactions taking place in their accounts. All the debit and credit entries along with each transaction amount and reference details are displayed. User can acess account related transactions on the kebab menu.

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 Loans & Finances account statement related screens from the More Actions menu provided on the screen.

Customers can also undertake the following from the More Actions menu:

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 Accounts, and then click Loans & Finances tab, and then click Loans & Finances Account Number. From the Loans & Finance Details page, click on the Show all transactions link under Recent Transaction section.
    • From the Search bar, type Loan & Finances – Transactions and press Enter.
    • On the Dashboard, click Overview widget, click Loan & Finances card, then click Loans & Finances Account Number. From the Loans & Finance Details page, click on the Show all transactions link under Recent Transaction section .
    • On the Dashboard, click Overview, click Loans & Finances, then click Loans & Finances kebab menu, and then click Transactions.
    • From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Loan & Finances . Under Loan & Finances , click Transactions.
    • Access through the kebab menu of transactions available under the Loan & Finances module.

    The Transactions screen appears.

  2. From the Account Number list, select the account of which you wish to view transactions.
    The list of transactions appears.

    Figure 7-1 Transactions – View Transactions


    Description of Figure 7-1 follows
    Description of "Figure 7-1 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 7-1 Transactions – View Transactions - Field Description

    Field Name Description
    Loan Account Select an account of which you wish to view transactions.
    Transaction Date Date on which the activity was performed.
    Description Short description of the transaction.
    Reference Number Reference number of the transaction.
    Amount The transaction amount.
  3. Perform one of the following actions:
    • Click the filter criteria change filter criteria.

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

      Figure 7-2 Transactions – Filter Criteria


      Description of Figure 7-2 follows
      Description of "Figure 7-2 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 7-2 Transactions – Filter Criteria - Field Description

      Field Name Description
      View Options

      Filters to view the transactions of a specific period.

      The options are:

      • Current Month
      • Current Day
      • Previous Day
      • Previous Month
      • Current Month + Previous Month
      • Previous Quarter
      • Date Range
      • Last 10 Transactions
      Transaction Filters to view the transactions based on description.

      The options are:

      • All
      • Credits Only
      • Debits Only
      From Date –To Date

      Specify the period for which you wish to view transactions. Search will be based on the transaction date range.

      These fields will be displayed only if you have selected the option Date Range from the View Options list.

      Amount The specific transaction amount matching to which you wish to view transactions.
      Reference Number Reference number of the transaction.
      1. From the View Options list, select the desired transaction period.
        1. If the option Date Range has been selected in the View Options list, specify the date range in the From Date and To Date fields.
      2. From the Transaction list, select the types of transactions to be displayed i.e. either debit or credit or all transactions.
      3. In the Amount field, enter the specific transaction amount matching to which you wish to view transactions.
      4. In the Reference Number field, enter a transaction reference number if you wish to view a specific transaction record.
      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 download icon to download the records in CSV & PDF format.
    • Click the manage columns icon to setup a column preference by rearranging or removing columns.
    • Click on the More Actions menu to access other Loan & Finance account statement related transactions.