This topic provides the systematic instructions for users to view a summary of all payment transactions marked as favorites.

Users can search for a favourite transaction based on the favourite name or favourites types or debit account. They can view and initiate transactions using these favourite transactions as templates, and they can also delete any transaction from the favourite list.

To view and initiate a favorite transaction:

1. Navigate to the Favourites screen.
   All the favourite transactions appear as a list on the Favourites Summary screen.

   Figure 7-1 Favorites – Summary (Payments)

   
   

   
   Description of "Figure 7-1 Favorites – Summary (Payments)"

   
   

   Figure 7-2 Favorites – Summary (Demand Drafts)

   
   

   
   Description of "Figure 7-2 Favorites – Summary (Demand Drafts)"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 7-1 Favorites – Summary - Field Description

   Field Name	Description
   Payment tab	Below fields are displayed for the Payment type of favourites
   Favourite Name	Name of the favourites.
   Payee	The name of the payee.
   Amount	The amount which is to be transferred.
   Nickname	Nickname of the favourite.
   Payment Type	The transaction type for the favourite transaction. The options are: Domestic Transfer Within Bank Transfer Cross Border Transfer
   Debit Account	The CASA (Current Account and Savings Account) account for which transactions are marked as favourite.
   Actions	The action which can be performed. The options are: Pay Remove
   Demand Drafts tab	Below fields are displayed for the Demand Draft type of favourites
   Favourite Name	Name of the favourites.
   Draft Favouring	The name of the payee i.e. the intended recipient of the funds.
   Nickname	Nickname of the favourite.
   Amount	The amount which is to be transferred.
   Debit Account	The CASA (Current Account and Savings Account) account for which transactions are marked as favourite.
   Type	The transaction type for the favourite transaction. The options are: Domestic Transfer Cross Border Transfer
   Actions	The action which can be performed. The options are: Pay Remove

2. Perform one of the following actions:
   • Click the icon against the Favourite record to initiate a transaction towards payee.

   • Click the to change filter criteria.

     The Filter overlay screen appears.

     Figure 7-3 Favourites (Payments) - Filter Criteria

     
     

     
     Description of "Figure 7-3 Favourites (Payments) - Filter Criteria"

     
     

     Figure 7-4 Favourites (Demand Draft) - Filter Criteria

     
     

     
     Description of "Figure 7-4 Favourites (Demand Draft) - Filter Criteria"

     
     
     1. Enter the filter criteria.
     2. Click Apply to search the records.

        Transaction records appears based on the updated criteria.

   • Click the icon to setup a column preference by rearranging or removing columns.

     Figure 7-5 Favourites - Manage Column setup

     
     

     
     Description of "Figure 7-5 Favourites - Manage Column setup "

     
     
   • Click the icon against specific transaction record to delete it the from the favourites list.

     Figure 7-6 Remove Favourites- Confirm

     
     

     
     Description of "Figure 7-6 Remove Favourites- Confirm"

     
     

     Perform one of the following actions:

     • Click Remove to proceed with the deletion request.

       The message confirming the removal of the transaction from the favourite list appears.

     • Click Cancel to cancel the deletion process.