Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
As a periodic direct debit moves through the workflow, it goes through a number of different statuses. You may not see all of the statuses if your organisation has not been set up with the approve template workflow. (Please refer to your Company Administrator to check the settings in the Division Details Screen).
The following table details each periodic direct debit status.
| STATUS | DESCRIPTION |
|---|---|
| Draft | The periodic direct debit has been created and saved but not yet submitted for approval. |
| Needs Repair | Indicates that there is an error with the periodic direct debit which needs to be repaired before it can be approved. |
| Pending Approval | The periodic direct debit has been created and submitted for approval. Once fully approved, it will move to an Active status. |
| Active | The periodic direct debit has been approved and a direct debit will be generated based on its schedule. |
| Expired | The periodic direct debit schedule has expired and there are no more direct debit instances to run. |
| Approver Rejected | The periodic direct debit has been rejected by an approver. It will need to be edited if necessary and resubmitted for approval. Alternatively, it can be deleted. |
| Deleted | The periodic direct debit has been deleted. A periodic direct debit can be deleted if it is in a Draft, Pending Approval, Active or Approver Rejected status. |