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Configuring payment widgets

You can customize payment widgets, as required.

1.     Click Add Widget button on the home page to add payment widgets on the dashboard.

2.     Click to customize the widget. Specify the required details for the following widgets on the home page:

•       Last Five Payments

•       Payment Pending Approval

•       Payment Type Summary

•       Payment Request

•       Debit Failed

•       Payment Trend

•       Payment Breakup

3.     Click Save. Click a record listed on a widget to view the respective details.

 

·        Click the icon to refresh the data on the widget.

·        Click See More on the widget to view the details.

·        You can show the required columns on the widget and specify the required Sorting using the ascending or descending check box.

 

The following table lists the fields corresponding to each of the balance reporting widget:

 

Field

Applicable to widget
 

Debit Failed

Payment Breakup

Payment Pending Approval

Payment Trend

Payment Type Summary

Last Five Payments

Payment Request

Payments Pipeline

Transaction Type

●

●

●

●

●

●

●

 

Creation Date

●

  

●

●

●

●

●

●

Created By

●

  

●

●

●

●

●

  

Amount

●

  

●

 

 

●

    

Sending Accounts

●

●

●

●

●

●

●

  

Payment Category

●

●

●

●

 

●

 

●

Payment Method

●

●

●

●

 

●

  

●

Widget Name

●

●

●

●

●

●

●

●

CCY

  

●

  

●

●

  

●

  

Service

      

 

 

 

 

 

Generation Date

      

 

 

      

Operator

    

●

 

 

      

Status

      

 

 

●

    

 

Related Topics

Adding widgets

 

© 2017-19 Finastra International Limited, or a member of the Finastra group of companies (“Finastra”). All Rights Reserved.
Cat ID: FCM4.6-00-U02-1.5.3-201903

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