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 here
|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.|
For information on how to customise grids, click here.
|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.|