8 Futura Wallet Transactions

This feature enables customers to view the details of all the transactions performed on their wallet. All the debit and credit entries along with each transaction amount and reference details are displayed on the Futura Wallet Transactions screen.

Customers can also undertake the following from this screen:

  • Request for Statements – The customer can access this option by selecting the Request Statement option from the kebab menu. The user will be able to define the period for which he/she requires to receive statements at his/her registered address.
  • Download Pre-Generated Statements – The customer can select the Pre-Generated Statement option from the kebab menu 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 kebab menu, 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. .

Navigation Path:

From Toggle Menu , click Menu, click Wallet , click Futura Wallet Trnsactions

OR

On the Dashboard, click Relationship Overview Widget , click Futura Wallet  , then click Futura Wallet   kebab menu, and then click Futura Wallet Trnsactions

OR

Access through the kebab menu of  Wallet Widget & all the transactions of Futura Wallet

To view the wallet transactions:

  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 Transactions 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. Click Apply to view transactions based on the defined criteria.
      OR

      Click Reset to clear the details entered.

    Figure 8-1 Transactions – Filter Criteria


    Description of Figure 8-1 follows
    Description of "Figure 8-1 Transactions – Filter Criteria"

    Table 8-1 Field Description

    Field Name Description
    Filter section
    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
    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.

    Transactions

    Filters to view the transactions based on description.

    The options are:

    • All
    • Debits Only
    • Credits Only
    Amount Specify an amount if you wish to view transactions of that amount.
    Reference Number Reference number of the transaction.
    Results
    Transaction Date Date on which the wallet activity was performed.
    Value Date The valuedate of the transaction as maintained by the bank.
    Description Short description of the transaction.
    Reference Number Reference number for the transaction.
    Transaction Type The type of transaction performed, i.e. if it was a debit or credit transaction.
    Amount The transaction amount.
    Balance

    The wallet balance along with the currency.

    The Balance column appears only if the option All has been selected as filter criteria in View Options field.

  2. Click on the filtericon to change filter criteria. Based on the defined criteria you can view transactions.
    OR

    Click Download and select the format in which the statement is to be downloaded.

    The statement gets downloaded.

  3. The following actions can also be performed in the screen: