Key features

• Receive transfer option enables accepting of funds between head office and branches or branch to head office or between branches
• The different Transaction types of received funds are identified more easily from the Receive fund search page.
• The users can easily understand from which Head Office or Branches the fund is received.
• It shows the details of already recorded receive funds on the Receive fund search page.
• Users can identify the canceled transactions and, the canceled transactions are highlighted, in red color. 

Receive Fund Search Page

The Receive Fund search page shows the details of different funds received.

Data Available in Receive Fund Search page

Menus Available in Receive Fund Search Page

1. Filter Option

The user can filter the receive fund details in two ways. Either can directly enter from account in to the Search Bar near Filter Option or by clicking the Filter menu. By clicking on the Filter menu, filter tab will open and it includes three options to filter the data. User can filter the data by selecting From branch or By date option and by selecting a particular status. After selecting/entering the filter details user needs to click on Apply button to filter the data and the data will open based on the details entered. 

2. Export Option

The Fund Received data can be Export to Excel format. Click On the Export button at the top right corner. Select the file location and click on Save.

3. Refresh Option

If the latest data is not displayed then click on the refresh option

4. More Options

More options include two additional options, which are Receive and Cancel. User can approve the received fund by using the Receive option and can reject it by using the Cancel option.

5. Journal view icon (+)

A + icon is given on the left side of the data table and it helps the user to access the journal view of the particular receive fund transaction. When the user clicking on the icon, a new tab will open and it shows the ledger, debit and credit amount details of the particular transaction.

6. Cancelled

Cancelled receive fund details are displays with color format. Red color indicates the Cancelled transfers.

7. Pagination control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. By giving page number in the box and clicking on Go button, user can jump to the intended page

8. Exit Option

If the user wants to exit from the current page click on the "exit" option, then it redirects to the previous page.

Steps to Accept/Cancel new received fund

• Click on the Accounts menu and select Fund Transfer
• Click on Receive Fund menu under the Fund Transfer
• Then it redirects to Receive Fund Search page
• Click on the More options on the right side of the data table
• It shows two options which are Receive and Cancel
• After click on Receive, it redirects to Fund Received View page.

Menus Available in Receive Fund Search Page

1. Filter Option

The user can filter the received fund details in two ways. Either can directly enter the account into the Search Bar near the Filter Option or by clicking the Filter menu. By clicking on the Filter menu, the filter tab will open and it includes three options to filter the data. Users can filter the data by selecting From branch or By date option and by selecting a particular status. After selecting/entering the filter details user needs to click on Apply button to filter the data and the data will open based on the details entered. 

2. Export Option

The Fund Received data can be exported to Excel format. Click On the Export button at the top right corner. Select the file location and click on Save.

3. Refresh Option

If the latest data is not displayed then click on the refresh option

4. More Options

More options include two additional options, which are Receive and Cancel. Users can approve the received fund by using the Receive option and can reject it by using the Cancel option.

5. Journal view icon (+)

A + icon is given on the left side of the data table and it helps the user to access the journal view of the particular received fund transaction. When the user clicks on the icon, a new tab will open and it shows the ledger, debit, and credit amount details of the particular transaction.

6. Canceled

Canceled receive fund details are displayed in color format. The red color indicates the Cancelled transfers.

7. Pagination control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50, or 100. By giving the page number in the box and clicking on the Go button, the user can jump to the intended page

8. Exit Option

If the user wants to exit from the current page click on the "exit" option, then it redirects to the previous page.

Steps to Accept/Cancel new received fund

• Click on the Accounts menu and select Fund Transfer
• Click on Receive Fund menu under the Fund Transfer
• Then it redirects to Receive Fund Search page
• Click on the More options on the right side of the data table
• It shows two options which are Receive and Cancel
• After clicking on Receive, the Amount will be received