Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand. Full details are available in Features by Geography.
To view a periodic direct debit, follow the steps below.
STEP
ACTION
1
Go to the Receivables > Periodic Direct Debits screen
2
Locate the periodic direct debit you want to view. There are several ways to find a template:
Use the View menu if you are looking for a periodic direct debit in a particular status. Choose from Pending Approval, Active or Requires Action.
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.
3
Use one of the following methods to view the View Periodic Direct Debit screen:
Method 1: Click on the periodic direct debit in the list
Method 2: Right-click on the periodic direct debit and click View on the Context Menu
Method 3: Select the periodic direct debit and click Actions > View on the Control Bar