Mandates

Mandates are your Customer's authority to take Payments.



Clicking on the “Mandates” item, on the left-hand menu, will bring you to the list view and you will be shown a screen like the one below:


Actions

Available actions, subject to permissions, are:

Action Description
AUDDIS of the Record To view the record Detail click on the AUDDIS of the record.

NOTE: Creation of new Mandate Records are done from the Account Detail View.


List Filtering

When checking through list views on any of the menu items on the left-hand side menu, you have the ability to add additional filtering to make the information displayed more focused to your needs.
To access the list filtering options, you will need to select the “> Filter” area at the top of the list, which will display the Filter tool:

Search Drop Down

By default, all columns will be queried for the contents of the Search Box. This dropdown list can be used to select which column to perform a search on, to help narrow down the results to a more specific selection.

Anything you wish to be searched for can be entered into this text box to aid in reducing available results. This is not a mandatory option, however, as you are able to perform a search purely based upon the date range fields below.

From Date

This field is the start date you wish to begin your search from. If left blank, the system will begin looking for records from the first record created. The format for dates entered is “dd/mm/yyyy”, if you choose to type the date in. The alternative is to use the calendar icon, and selecting the date using the screen provided.

To Date

The ‘To Date’ field allows you to specify an end date to a date search should you wish to do so. As previously discussed, this field is also not mandatory, and can be left blank if you wish to perform a search on all records.
You also have the option to be able to either enter the date manually in the format “dd/mm/yyyy”, or can simply select the calendar icon, and choose what date you wish the cut off to be.

CLEAR FILTER

Used to clear any filter currently applied to the list.

FILTER

Used to apply the selected Filter.


Filtering can be a very powerful tool to locate a record.
For example, you could put the word ‘Smith’ in the Search Box, with a From Date of 01/01/2020, to get all records containing the word Smith, from 1st January 2020 till today.


List Ordering

By default, the list is ordered by the first column.

Clicking on any of the selectable column headers will sort the entire list by that selected column (There is no sub-sorting) A-Z (Earliest first).
Clicking on the same column header again toggles between the A-Z and the Z-A ordering.

  • Last modified: 2021/03/16 16:52