Viewing transaction summary

Fusion Cash Management (FCM) enables you to view the details of the payment towards the balances, paydown, and requests for advances.

1. Navigate to Accounts >> Loans >> Transaction Summary. The Transaction Summary page is displayed.

2. Click the icon to customize the columns and column order. For more information, see Summary information.

Page element	Description
Filters	You can narrow down the required definitions by using the request date (Latest) and saved filters criteria. You can group the transactions by the selected custom filter. For more information about creating a new filter, see Creating a new filter. To clear pre-defined settings, click Clear Filters.
Actions	The various actions that are possible on a loan transaction are: • Approve: Select the definition and click Approve to approve the definition. FCM displays a confirmation pop-up to confirm the approval of the transaction. • Reject: Reject the selected definition. • Discard: Discard the last activity performed on the definition. Alternatively, you can right click on a row to perform these action. When you single click on a row, the details are displayed.
Selection box	Select the check box and perform the requisite action on the loan transaction.
Select dropdown	Enables you to perform following activities: • View History: To view history of creation and approval. • View Record: To view the transaction details. • Clone: To create replica of the existing record. The next actions to be taken on the definition are displayed in the drop-down list.
Pagination bar	Depending on the volume of data displayed in the list, the list can have one or more pages. You can navigate through the list by using the pagination bar.
Paydown Advance	Enables you to: • Paydown: make a down payment against a loan. For more information, see Down payment against a loan. • Advance: make an advance payment against a loan. For more information, see Advance payment against a loan.
Export	You can export the summary information to the required format such as XLS, CSV, and TSV. If you want to export header details, select the With Header check box.
Report	You can generate a PDF report of the summary information.
View	Click to see/set number of records on a single page.

Following is example of Transaction Summary:

This section provides information about:

Paydown against a loan

Advance payment against a loan

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