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.
To view the details of an instrument, you can do one of the following:
- Select a transaction from the Pending Approval screen
- Select an instrument from the Current Instruments screen
- Select an instrument from the Past Instrument screen
The Instrument Details screen consists of three main sections:
- Instrument Summary - Displays key instrument information that applies to all transactions associated with the instrument. The information displayed varies depending on the instrument type
-
Transaction List - Lists the transactions associated with the instrument. For each transaction listed, the following information is displayed:
- Transaction Type
- Transaction Status
- Transaction Date
- Transaction Currency
- Transaction Amount
- Transaction Details - Displays the details of the selected transaction from the Transaction List. The information displayed varies depending on the transaction type.
Instrument Details Control Bar
NAME | DESCRIPTION |
---|---|
Refresh | Refresh the records on the screen. |
Close | Close the Instrument Details screen and return to the previous screen. |
Transaction List Control Bar
NAME | DESCRIPTION |
---|---|
View | View all transactions for an instrument or filter the transactions listed using the transaction dates entered.
|
Instrument Details Control Bar
The control bar items displayed are determined by the status of the transaction and your user permissions.
NAME | DESCRIPTION |
---|---|
Audit History |
View the Instrument Audit History pop-up window.
|
Approve |
Approve the selected transaction.
The button will only be enabled if the transaction is in a Ready to Authorise or Partially Authorised status and you have Approve entitlements.
|
Repair | Send the selected transaction for Repair.
The button will only be enabled if the transaction is in a Ready to Authorise, Partially Authorised, Ready to Check or Authorise Failed status and you have repair entitlements.
|
Open with Transactive Trade / APEA | Open the selected transaction in ANZ Transactive Trade / APEA in a new tab without the need for you to login again. |