6.1 Outgoing Payments

This topic describes the Outgoing Payments transaction, which enables corporate users to review and monitor all their payment activities.

This feature displays details of all payments initiated from the current and savings accounts to which the user has access, irrespective of the channel from which they were initiated. These transactions include Within Bank, Domestic and Cross Border transfers along with transfers made to own accounts.

The Outgoing Payments summary screen lists down payment transactions based on search criteria defined in the provided search fields. The User can repeat payment, cancel or download e-receipts for each payment. The user can view additional details of a payment by selecting the provided reference number link and navigating to the Outgoing Payments Details screen. The account filter option is provided at the top. (By default, primary account to be selected) to list outgoing payments. The Filter feature is provided to search the payments based on the search criteria.

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/add 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.
  3. The Long Press Gesture feature is implemented on quick actions f Status Inquiry, users can now press and hold down on a screen for an extended duration, which triggers additional options or actions like Single Payments, Recurring Payments, Incoming Payments. This functionality is only supported on mobile devices and tablets.
  4. Swipe gesture is implemented on the Outgoing Payments summary page showing actions -Repeat, Cancel or More actions as applicable. This functionality is only supported on mobile devices and tablets.

Pre-requisites:

Transaction access is provided to the retail user.

Perform anyone of the following navigation to access the Outgoing Payments screen.

  • From the Dashboard, click Toggle menu, click Menu, then click Payments .

    Under Payments , then click More Actions, and then click Inquiries , and then click Outgoing Payments.

  • From the Search bar, type Payment Inquiries – Outgoing Paymentsand press Enter.
  • From the Dashboard, click Toggle menu, click Menu, then click Payments .

    Under Payments , then from My Payments, from Recent Payments   widget, and then click Outgoing tab, click on the View All Payments.

The Outgoing Payments screen appears.

  • Outgoing Payments - Summary
    This topic provides the systematic instructions for user to view a summarized overview of all outgoing payments processed for their primary account.
  • Outgoing Payments - Details
    This topic provides the systematic instructions to user for viewing all payment details, notably the payment status.
  • Payment Cancellation
    This topic provides the systematic instructions for users to cancel payments.
  • Payment Cloning
    This topic describes the Repeat feature, available on the Outgoing Payments summary screen, which enables users to create a duplicate of an existing payment.

Parent topic: Inquiries