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.
An item can only be in one folder at any time.
About Folders
Set up folders within your menu screens to help you organise content such as your accounts, billing entities, beneficiaries, payers, templates, etc., into logical groups. You can then use the View menu to display the items in a folder, such as all local currency accounts or transactions. These folders are only visible to you.
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