This topic describes the systematic instruction to Favorites - Summary screen. Users can view summarized views of all payments markes as favourites.

The screen displays summarized views of all payment transactions marked as favourites. Users can search for a favourite transaction based on the favourite name or favourite 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 favourite 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. Click on the icon against the Favourite record to initiate a transaction towards payee.
   • Click on icon against specific transaction record to delete it the from the favourites list.

   • Click to change filter criteria.

     The Filter overlay screen appears.
     1. Enter the filter criteria.
     2. Click Apply to search the records.

        Transaction records appears based on the updated criteria.

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

   Figure 7-3 Favourites (Payments) - Filter

   
   

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

   
   

   Figure 7-4 Favourites (Demand Draft) - Filter

   
   

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

   
   

   Figure 7-5 Favourites - Manage Column setup

   
   

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

   
   

   Figure 7-6 Remove Favourites- Confirm

   
   

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

   
   

   1. Click Remove to proceed with the deletion request. The message confirming the removal of the transaction from the favourite list appears.
   2. Click Cancel to cancel the deletion process.