Creating / Editing A Record
Example - New Record
Example - Editing A Record
Fields
| Field | Mandatory | Type | Description |
|---|---|---|---|
| Amount | Yes | Text Box | Amount format is a decimal value for ££.pp (10.99). |
| Description | Yes | Text Box | This is a text field to give a description to the Payment. |
| Bacs Code | No | Text Box | For system use. |
| Custom Reference | No | Text Box | This can be used to give a Custom Reference to the Payment. |
| Collection Date | Yes | Text Box | Date format is YYYY-MM-DD. You can use the Calendar icon to pick a valid date in the future. |
| Status | Yes | Dropdown | New Payments should be set to “Pending Submission”. The system will update this field as the Payment progresses through it's lifecycle. |
| Bacs Description | No | Text Box | For system use. |
| Default Narrative | No | Text Box | Text, associated with the transaction, which will be displayed in the customers Bank Account. Maximum 18 characters. |
Actions
Available actions, subject to permissions, are:
| Action | Description |
|---|---|
| “SAVE” Button | Saves the new record and displays the Detail View. |
| “CANCEL” Button | Cancels the record creation and returns to the List View. |