Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia. Full details are available in Features by Geography.
About PayID Management screen
The PayID Management screen provides you with a list of all your active, disabled, deregistered and transferable PayIDs in an Approved, Pending Approval, Approver Rejected, Processing, Transferrable or Bank Rejected workflow status.
- Right-click on a row to display the Context Menu where you can View, Edit, Approve, Reject, Transfer, Deregister, Disable, Enable or View Audit History.
- Click on a row to view the PayID Management details.
- View PayID Statuses.
Control Bar
| CONTROL BAR ITEM | DESCRIPTION |
|---|---|
| View | Change to View PayIDs for My Approval, Deregistered PayIDs, Bank Rejected PayIDs or Transferred PayIDs. |
| New | Click New to create a PayID. |
| Approve | Approve a PayID in a Pending Approval status. |
| Reject | Reject a PayID in a Pending Approval status. |
| Actions | Use the Actions menu to perform an action on one or more selected PayIDs View, Edit, Approve, Reject, Transfer, Deregister, Disable, Enable or View Audit History. |
| 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 save the View and Group selected. |
Columns
For information on how to customise grids, can be found under Navigating the System.
| COLUMN | DESCRIPTION |
|---|---|
| PayID | The email address or mobile number used to link to an account. |
| PayID Type | Email Address or Mobile Number. |
| Linked Account | The account number linked to the PayID. |
| PayID Name | The account name. |
| PayID Status | The status of the PayID. |
| Workflow | The workflow status of the PayID. |
| Last Update | The date and time the PayID was last modified. |