This topic provides the systematic instructions for users to view a summary of all inward remittances received in user's primary account.

An option is provided to search specific remittance transaction based on various search criteria.

To view incoming payments:

1. Navigate to the screen.
2. From the Account Number list, select the appropriate account number.
   The list of inward remittance populates on the screen.

   Figure 7-7 Incoming Payments - Summary

   
   

   
   Description of "Figure 7-7 Incoming Payments - Summary "

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 7-5 Incoming Payments - Summary - Field Description

   Field Name	Description
   Select Account	To view the transfers based on the account from which money will be debited.
   Search Results	The following fields are displayed for each transaction.
   Transfer To	Displays payee account name or nickname.
   Host Reference Number	Display the reference number assigned to the transaction by the host system. Click on the link to view the details of the recurring payment.
   Frequency	Display the frequency of the payment.
   Start Date	Display the initiation date of transactions.
   End Date	Display end date or instances of the transaction.
   Amount	Amount of the set Repeat Transfer.
   Next Payment	Displays next payment date.
   Payment Type	The type of payment type i.e. Within Bank, Domestic or Cross Border transfer.
   Status	The current status of the payment transfer record. It could be: Active Closed
   Action	The action that can be performed for that transaction by the user. The options are: (Copy)- to make a payment to an unsaved beneficiary. (Stop) - to stop recurring payment Note: The (Stop) option is available only for active transactions.

3. Click on the Host Reference Number for the specific payment record to view the instructions set for the transfer.
   The Remittance Detailsscreen appears.
4. Perform one of the following actions:
   • Click the to change filter criteria.

     The Filter overlay screen appears.

     Figure 7-8 Incoming Payments - Filter Criteria

     
     

     
     Description of "Figure 7-8 Incoming Payments - Filter Criteria "

     
     

     Note:

     The fields which are marked as Required are mandatory.

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

     Table 7-6 Incoming Payments - Filter Criteria - Field Description

     Field Name	Description
     Payment Type	The type of payment transfer such as Within Bank, Domestic or Cross Border transfer.
     Received On (From- To)	The start date and end date from which the transaction is received by the bank from the channel.
     Amount (From- To)	The minimum and maximum amount for inward remittance to be done.

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

        Transaction records appears based on the updated criteria.

   • Click the icon to download the records in CSV & PDF format.
   • Click on the icon to setup a column preference by rearranging or removing columns.

     Figure 7-9 Incoming Payments - Manage Column setup

     
     

     
     Description of "Figure 7-9 Incoming Payments - Manage Column setup "