Autopay Transaction Details

When you select a specific transaction from the Autopay Payment List, the Autopay Transaction Details view opens. This screen provides an in-depth look at the payment.

Header Area

• Supplier/Recipient Name: Displays the name of the entity to be paid.
• Amount: Shows the total amount of the transaction.

Body Area

This section contains the primary details of the transaction:

• Document Preview: If an associated document is available, a thumbnail or preview is displayed.
• Transaction Type: Indicates the nature of the payment (e.g., supplier invoice, salary).
• Pay Date: The scheduled date for the payment.
• Status: The current status of the transaction.
• Notes: Any notes that have been added to the transaction will be displayed here.
• Additional Metadata: Further details may be available by scrolling, such as:
  • Debtor information
  • Creditor information
  • Reference numbers
  • Transaction ID
  • Batch ID
• Warnings: If there are any issues or warnings associated with the transaction (e.g., potential duplicate, missing information), a warning banner may appear. Tapping on “View warnings” will provide more details.

Interaction Options

• Add Note:

  1. Tap “Add note” .
  2. A text field will appear.
  3. Enter your note.
  4. Tap “Save” to store the note with the transaction.

• Change Pay Date:

  1. Tap the pay-date field.
  2. A calendar picker will open.
  3. Select the new desired payment date.
  4. Confirm your selection. → The pay-date field will update with the new date.

• Cancel Transaction:

  1. Tap “Cancel transaction”.
  2. A confirmation prompt will appear to prevent accidental cancellation.
  3. Confirm the cancellation. → The transaction will be marked as cancelled and will be removed from the active payment list.