To make decisions on exception items

  1. To make decisions on exception items, click Match Pay on the CitiDirect navigation bar.  The Match Pay Summary form appears.  Note:  After clicking on the Match Pay service class, a message box appears to inform you of the current Match Pay Decision Cut-Off Time.  To close the dialog box message, click OK.

  2. On the Decision Tab.  Select the exception item for which you want to submit a decision.

  3. Click Go to Details.  The Match Pay Detail Form appears.

  1. Select the exception items for which you want to submit a decision.  To select multiple exception items, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  1. To submit a decision to pay the exception item, click Pay.  This changes the decision of the selected item(s) to "Pay" and changes the status of the item(s) to "Input."  If more than one item is selected on the summary form, click Next to view activity details for the next item.  When the details of the last selected item have been viewed, clicking Next returns you to the summary form.

-OR-

To submit a decision to return the exception item, click Return.  This changes the decision of the selected item(s) to "Return" and changes the status of the item(s) to "Input."  If more than one item is selected on the summary form, click Next to view activity details for the next item.  When the details of the last selected item have been viewed, click Next to return to the summary form.

  1. Click Submit.  The item(s) move to the next stage as defined by Flow Control.

 

Notes: