Geography: This article is applicable for ANZ Transactive - Global customers banking in Pacific Islands and Laos.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
About Templates screen (Asia & Pacific)
The Templates screen allows you to create and manage a list of your stored payment templates. The Templates grid provides information including template name, payment type, beneficiary name, division, if the template is fixed and payment method. Use the predefined template to create frequently used payments instructions.
- Right-click on a row to display the Context Menu where you can Edit, Delete, Copy a template
- Click on a row to view the Template Details screen
Control Bar
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| New | Click New to create a template. |
| Actions | Use the Actions menu to perform an action on one or more selected templates. Choose from Edit, Copy and Delete |
| Group | Group data on the screen by predefined criteria. |
| Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
| Export | Export the records on screen into a CSV file. |
| Refresh | Refresh the records on screen. |
| Settings | Use Settings to:
|
Columns
- To sort columns, click the column heading to reorder in ascending or descending order.
- To customise the column order, click the column then drag and drop to your preferred order
- To hide columns, right-click the column heading and untick the checkboxes next to the column name
- To reset columns, right-click any column heading, scroll down and click Reset Grid Columns
The application will remember these changes
| COLUMN | DESCRIPTION |
|---|---|
| Template Name | The name of the template. |
| Payment Type | The Payment Type: Account Transfer, Domestic Payment, International Payment or Cheque Payment. |
| Beneficiary Name | The name of beneficiary in the template, or Multiple Beneficiaries, if more than one beneficiary is included in the template. |
| Division | The name of division under which the template was created. |
| Fixed | The template has restricted fields: Yes or No. |
| Added By | The name of organisation that added the template |
| Payment Method | The Payment Method: ACH/GIRO, Book Transfer, Cash Withdrawal, RTGS, Cross Border FT, Bank Cheque or Customer Cheque. |
Template Details
To view payment template details from the Templates screen, select a template from the list. Details of the template are displayed including any errors or alerts associated with the template.
Template Details Control Bar
The control bar items displayed are determined by the status of the template and your user permissions.
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| Create Payment | Create Payment from a template. |
| Edit | Edit a template. |
| Delete | Delete a template. |
| Copy | Copy the details of a template into a new template. |
| Refresh | Refresh the records on screen. |
| Close | Close the Templates Details screen and return to the Templates screen. |