Trade Finance - Manage transactions – ANZ Digital Services Help

Geography: This article is applicable for ANZ Transactive Global customers banking in all ANZ geographies.
Full details are available in Features by Geography.

Approve Trade Finance Transaction

To approve a transaction that is in a Ready to Authorise or Partially Authorised status, follow the steps below.

You can also approve transactions from the My approvals widget. To learn more, visit Workspace widgets
You must have the appropriate entitlements to approve transactions. The Approve button will be disabled if you do not have entitlements to approve transactions
Use Method 1 and 2 to approve several transactions at the same time

Edit Trade Finance Transaction

To edit a trade transaction that is in a Ready to Authorise or Partially Authorised status, follow the steps below.

You must have the appropriate entitlements to edit transactions
You can only edit a transaction in ANZ Transactive Trade

NEXT: Approve Transaction

Repair Trade Finance Transaction

To send a transaction for repair that is in a Ready to Authorise, Partially Authorised, Ready to Check or Authorise Failed status, follow the steps below.

You can also repair transactions from the My approvals widget. To learn more, visit Workspace widgets
You must have the appropriate entitlements to send a transaction for repair. The Repair button will be disabled if you do not have entitlements to send a transaction for repair.
You can only send transactions for repair, one at a time.

STEP	ACTION
1	Go to the Trade Finance > Pending Approval screen
2	Click View > Transactions for My Approval from the Control Bar to view all payments Pending Approval. If required, you can further refine the transactions on screen by using Filter or Sort: Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records. Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order. RESULT: Transactions that you are entitled to approve will be displayed.
3	Use one of the following methods to display the Approve Transactions pop-up window: Method 1: Select the transaction(s) and right-click on the transaction. Click Approve on the Context Menu Method 2: Select the transaction(s) and click Approve on the Control Bar Method 3: Click on the transaction in the list to display the Instrument Details screen and then click Approve on the Control Bar RESULT: The Approve Transactions pop-up window is displayed.
4	Review the details of the transaction(s) in the Approve Transactions pop-up window: If the transaction does not require two-factor authentication (i.e. Discrepancy Response), a summary of the selected transaction for approval will be displayed: If the transaction requires a one-time password (OTP), a summary of the selected transaction(s) for approval will be displayed and you will be prompted to enter your security credentials for OTP: If the transaction requires a signature, a summary of the selected transaction(s) for approval will be displayed and you will be prompted to enter your security credentials for signature: If the transaction requires ADK approval via a push notification, a summary of the selected transaction(s) for approval will be displayed and you will be prompted to approve the transaction via your ANZ Digital Key app on your device: If the transaction requires ADK approval via a scan of a QR code, a summary of the selected transaction(s) for approval will be displayed and you will be prompted to scan the QR code using your ANZ Digital Key app and camera on your device:
5	Click Approve If the transaction does not require an Authorisation Code (i.e. Discrepancy Response), click Approve in the confirmation pop-up window If the transaction requires two-factor authentication, follow the instructions provided, enter your security credentials and click Approve in the confirmation pop-up window If the transaction requires ANZ Digital Key authentication, follow the instructions on your mobile device to approve RESULT: A confirmation message is displayed advising that the transaction(s) has been approved If the transaction requires additional approvals, the status of the transaction will change to Partially Authorised and will remain in this status until all approvals are obtained If this is the final approval, the status of the transaction will change to Authorised If there is an error in the approval process, the status of the transaction will change to Authorise Failed

STEP	ACTION
1	Go to the Trade Finance > Pending Approval screen
2	Use one of the following methods to Edit a transaction in Transactive Trade: Method 1: Right-click on the transaction. Click Open with Transactive Trade / APEA on the Context Menu. Method 2: Select the transaction and click Open with Transactive Trade / APEA on the Control Bar Method 3: Click on the transaction in the list to display the Instrument Details screen and then click Open with Transactive Trade / APEA from Transaction Information RESULT: A new tab will open and will display the transaction to edit in Transactive Trade / APEA.
3	Click Edit
4	Edit the transaction as required, then click Verify Data RESULT: The transaction will be in a Ready to Authorise status. You can authorise the transaction after this step or in ANZ Transactive Global.
5	Click Return to My Bank Portal RESULT: The Transactive Trade tab will close and you will be presented with the ANZ Transactive Global screen
6	Click Refresh on the Control Bar to update the details on the screen

STEP	ACTION
1	Go to the Trade Finance > Pending Approval screen
2	Use one of the following methods to display the Repair Transaction pop-up window: Method 1: Right-click on the transaction and click Repair on the Context Menu Method 2: Select the transaction and click Repair on the Control Bar Method 3: Click on the transaction in the list to display the Instrument Details screen and then click Repair on the Control Bar RESULT: The Repair Transaction pop-up window is displayed.
3	Review the details of the transaction in the Repair Transaction pop-up window:
4	Enter a Repair Reason for the transaction RESULT: The Submit button will be enabled.
5	If required, select recipients from the Send Email Notification list who you would like to notify that the transaction has been sent for repair
6	Click Submit RESULT: A confirmation message is displayed advising that the transaction has been requested to be repaired and the transaction status changes to Repair. To view the repair details or edit the transaction, go to ANZ Transactive Trade.

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