/mobilemanager/autopay/autopay-payments section Manage and approve payments with Autopay. 2025-07-03T16:01:35+02:00 # Autopay Payments Manage and approve payments with Autopay. This section outlines how to manage and approve payments using the Autopay feature. ### Payment List - **[Payments List](/mobilemanager/autopay/autopay-list/)**: For details on navigating the payment list, searching, and selecting transactions. ### Transaction Details - **[Payment Details](/mobilemanager/autopay/autopay-details/)**: To understand how to view individual transaction details, add notes, change pay dates, and cancel transactions. > [!NOTE] > The specific authorization method (BankID, 2FA) depends on your company's setup and the requirements of the financial institution. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/autopay/autopay-payments/autopay-list section View and manage your list of Autopay payment tasks. 2025-07-03T16:01:35+02:00 # Autopay Payment List View and manage your list of Autopay payment tasks. Navigate to the Autopay section of the app to access the Autopay Payment List. This screen displays all payment agreements and their associated transactions that require your attention. ### Header Area - **Search Field**: Located at the top, allowing you to quickly find specific agreements or transactions by entering search terms (e.g., agreement name, transaction ID, supplier name). ### Body Area This section lists payment agreements and their transactions. - **Agreements List**: Displays a list of your payment agreements. - Each agreement entry may show a summary of pending transactions or amounts. - **Salary Transactions Button**: A blue button labeled "Salary transactions are available for approval." allows for quick selection of all salary-related payments across all agreements. - **Expanding Agreements**: Tapping on an agreement name will expand it to show all individual salary transactions listed under that specific agreement. - **Transaction Details**: Each transaction line typically shows: - Recipient/Supplier identifier (e.g., "FirXXXX") - Amount - Status and due date ### Interaction Options - **Search**: 1. Tap the search field. 2. Enter your search term. *→ The list will dynamically filter to show matching agreements or transactions.* - **Select All Salary Transactions**: 1. Tap the **"Salary transactions"** button. *→ All salary transactions across all agreements are selected, and an "Approve" button will appears.* 2. Tap the **"Salary transactions"** button again to deselect all. *→ All transactions are deselected, and the "Approve" button will disappear if no items are selected.* - **Select All Transactions in an Agreement**: 1. Tap the **circle** next to an agreement name. *→ All transactions under that specific agreement are selected, and the "Approve" button appears.* 2. Tap the circle again to deselect all transactions for that agreement. - **Select Individual Transaction(s)**: 1. Expand an agreement by tapping its name to view individual transactions. 2. Tap the **circle** next to one or more individual transactions. *→ The selected transaction(s) are highlighted, the "Approve" button appears.* - **View Transaction Details**: - Tap directly on a transaction's name or details to navigate to the Autopay Transaction Details screen. - **Approve Selected Transactions**: 1. Once one or more transactions are selected, tap the **"Approve"** button. *→ This will take you to an authorization view for BankID or 2FA approval to finalize the payments. > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen. /mobilemanager/autopay/autopay-payments/autopay-details section View detailed information for an Autopay transaction. 2025-07-03T16:01:35+02:00 # Autopay Transaction Details View detailed information for an Autopay transaction. When you select a specific transaction from the [Autopay Payment List](/mobilemanager/autopay/autopay-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.* > [!TIP] > Tap the **info icon ⓘ** in the top-right of the app at any time to access a quick reference guide built into each screen.