Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
Folders help you organise items (accounts/billing entities/payees/payers/templates) that you want to group together. You can then use the View menu to display the items in a folder.
An item can only be in one folder at any time.
Create a Folder
- Click View > Create & Manage Folders on the Control Bar from the e.g., Operating Account screen
- Enter a New Folder name
- Click Add
- If you have more than one folder, you can add, reorder, rename or remove folders
- Click OK
RESULT: The new folder will be available to select from the View menu on the Control Bar.
Add Item to a Folder
- From a grid screen, e.g., Operating Accounts, do one of the following:
- Right click on the item(s) and click Move To on the Context Menu
- Select the items(s) and click Actions > Move To on the Control Bar
- Select the folder to add the item to
RESULT: A message is displayed to advise that the item has been moved to the folder.
Remove Item from a Folder
From a grid screen, e.g., Operating Accounts, do one of the following:
- Right click on the item(s) and click Move To > None (Remove From Folder) on the Context Menu
- Select the items(s) and click Actions > Move To > None (Remove From Folder) from the Control Bar
RESULT: A message is displayed to advise that the item has been removed from the folder.
Rename or Delete a Folder
- Click View > Manage Folders on the Control Bar
RESULT: The Manage Folders pop-up window is displayed.
- To rename a folder, place your cursor in the folder row and enter the new folder name
- To delete a folder, click x
- Click OK to close the pop-up window