Other Options

To refresh the summary list with the most recent data, click Other Options and then click Update Screen.

1. To make it easy to find information on summary forms and Library Look-Up lists, CitiDirect provides the Search Definition dialog box.  Use this dialog box to enter search criteria to find specific transactions, filter data to limit the number of transactions displayed, and to sort summary lists so that they appear in an order that suits your needs.

2. To begin a search, click Other Options, and then select Search from the menu.

To view error messages associated with a transaction, click Other Options and then click View Error Messages.  The View Error Messages dialog box appears.  Review any errors and click OK to close the dialog box.

Note:

• This action is not available if the selected transaction does not have any error messages associated with it.

1. From a summary form, select the transaction you want to include in your summary list.  To select multiple transactions, drag the cursor down sequential lines or hold the CTRL key as you select individual lines that are not sequential.

2. Click Other Options and then click Print Summary. A summary list of the selected transactions, including column headings, is printed.

1. From a summary form, select the transaction you want to include in your summary list.  To select multiple transactions, drag the cursor down sequential lines or hold the CTRL key as you select individual lines that are not sequential.

2. Click Other Options, and then click Print Detail. Transaction details of the selected transactions are printed.

1. From a summary form, select the transactions you want to see the totals for.  Drag the cursor down sequential lines or hold the CTRL key as you select individual lines that are not sequential.

2. Click Other Options and then click View Totals.  The View Totals dialog box appears, containing payment amount totals, listed by currency, for the selected transactions, as well as the count of how many transactions make up the totals for each currency.

Note:

• To print the transaction totals, click Print in the View Totals dialog box.

1. Click Other Options and then click Enter/View Comments.  The Comments dialog box appears,listing any existing comments for the selected transaction.

2. To attach a new comment to the selected transaction, click in the text field and type a comment.

3. Click OK or click Cancel to return to the summary form.

Notes:

• When entering or viewing comments, each transaction must be selected individually.

• Comments are cumulative.  Ten comments of up to 100 characters are stored, along with the name of the person who entered the comment.

1. Click Other Options, and then click View Transaction Flow. The View Transaction Flow dialog box appears, containing the state and status of the selected transaction.

2. Review the transaction flow and click OK to close the dialog box.

Notes:

• When viewing a transaction flow comments, each transaction must be selected individually.

• States are displayed in ascending order, reflecting the entire transaction life cycle, first state through last.

• To print the transaction flow history, click Print in the View Transaction Flow dialog box.  The following additional information is printed:  Transaction Reference Number, Beneficiary Name, Beneficiary ID (Latin America only), Beneficiary Tax ID (Latin America only).

1. Click Other Options, and then click View Transaction History. The View Transaction History dialog box, containing a list of actions undergone by the selected transaction, appears.  Each action is listed with its date/time and the user name of the person who performed the action.

2. Click OK or Cancel to close the dialog box and return to the summary form.

Notes:

• When viewing transaction histories, each transaction must be selected individually.

• To print the transaction history, click Print in the View Transaction History dialog box.