This topic provides the systematic instructions to users for viewing all transactions that have been saved as drafts and are incomplete.

It also allows user to complete the transaction by redirecting it to the respective transaction screen.

Note:

The Long Press Gesture feature is implemented. Users can now press and hold down on a screen for an extended duration, which triggers additional options or actions like open Saved Drafts. This functionality is only supported on mobile devices and tablets.

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. The user can sort the data on each column.

By clicking on Manage Columns option available on the screen, user can

• Rearrange columns
• Remove 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.

Pre-requisites:

• Transaction and account access is provided to the corporate user

Features supported in the application

• View Saved Payment Drafts
• Initiate a Payment

To view payment drafts:

1. Perform anyone of the following navigation to access the Saved Drafts screen.
   • From the Dashboard, click Toggle menu, click Menu, then click Payments . Under Payments , then click More Actions, and then click Favourites and Drafts , and then click Saved Drafts.
   • From the Search bar, type Favourites and Drafts - Saved Draftsand press Enter.

   The list of all the saved drafts appears on the Saved Drafts screen.

   Figure 9-1 Saved Drafts - Summary

   
   

   
   Description of "Figure 9-1 Saved Drafts - Summary"

   
   
2. Click on the Draft Name link to re-initiate transaction.
   The system re-directs to the Make Payment screen.
3. Click the icon against the draft record to delete the record.

   Figure 9-2 Saved Draft - Delete

   
   

   
   Description of "Figure 9-2 Saved Draft - Delete"

   
   

   Perform one of the following actions:

   • Click Proceed to proceed with the deletion request.
   • Click Cancel to cancel the deletion process.
4. Perform one of the following actions:
   • Click the to change filter criteria.

     The Filter overlay screen appears.

     Figure 9-3 Saved Draft - Filter Criteria

     
     

     
     Description of "Figure 9-3 Saved Draft - Filter Criteria"

     
     

     Note:

     The fields which are marked as Required are mandatory.

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

     Table 9-1 Saved Draft - Filter Criteria - Field Description

     Field Name	Description
     Total Count of saved Drafts	Displays the total count of saved drafts.
     Draft Name	Name of the Draft. Click on the draft name to view its details.
     Payee	Displays the payee’s name to whom payment is to be transferred.
     Amount	The amount which is to be transferred.
     Debit Account	The CASA (Current Account and Savings Account) account from which the amount is to be debited for payment.
     Payment Type	The desired transaction type of which drafts is to be searched. The options are: My Accounts Domestic Within Bank Cross Border
     Actions	Delete option to delete draft.

     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 9-4 Saved Draft - Manage Column setup

     
     

     
     Description of "Figure 9-4 Saved Draft - Manage Column setup "