Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The overview shows a summary of autogiro orders, deposits, and admissions in the system. Click on the tabs Orders, Deposits, or Admissions to view detailed lists with of the orders and deposits.

Deposits, admissions, or orders that are marked with orange/yellow, or red color needs to be investigated and handled manually. It is desirable to not have any red markings.

...

Yellow/Orange: Active deposits with business day today is are marked yellow in the grid. These deposits must be handled manually and will never be handled by the night job.
Red: Active deposits with the business day before today are marked red (this should “never” happen)

...

Click on Details to view receive more information. A new tab will be opened.

...

Autogiro

The export and import buttons are available on the overview and also on the tab Orders. The section “Autogiro - admissions” will show pending, rejected, created, and to be canceled admissions. Autogiro admissions and orders that are rejected the latest week are marked orange. Autogiro admissions are external accounts of type autogiro listed on the tab Admissions.

...

You will receive more information when clicking on the plus sign, for example, the type of import, accounts, and the name of the imported file.

...