This section provides a guide on how to modify transaction type options available when sending an STR notification on the Compliance Planet, with step-by-step instructions and pictures.
Transaction types include NIP, NAPS, NEFT, Cheques, Cash deposits, Cash withdrawal, Transfer, FXFT, RTGS and REMITA, Investment Booking Transactions, Managers Cheque etc.
STR NOTIFICATION TRANSACTION TYPE OPERATIONS
Here, the operations are;
1. Editing notification transaction type,
2. Deleting notification transaction type
3. Adding a new notification transaction type
NOTE: Only person(s) profiled as deputy supreme admin can carry out these operations
To perform any of the operations;
STEP 1: From the main dashboard, click ‘CONTROL PANEL’ as in fig 20.2a below
(fig. 20.2a)
STEP 2:Click on ‘STR N. TRANSACTION’ on the left hand side menu as in fig 20.2b below
(fig. 20.2b)
➔ This displays a page showing a list of all transaction types that have been created and available on the software. See fig. 20.2c for an example.
(fig. 20.2c)
How To Edit an STR notification transaction type
This refers to changing the description or status of the transaction type. Here is how to do this.
STEP 1: Click on the ‘EDIT’ button on the action column. See fig. 20.3a for an example.
(Fig 20.3a)
➔ Clicking the EDIT button will display a ‘Notifications Transaction Type’ console as shown in fig 20.3b below.
(Fig 20.3b)
STEP 2: Click on the transaction type textbox to change the Notification transaction type description. See an example in Fig 20.3c below.
(Fig 20.3c)
STEP 3: Click on the transaction status checkbox to make that transaction notification type active or inactive. This is illustrated in Fig 20.3d and Fig 20.3e below
➔ Fig 20.3d shows that the transaction type is set ACTIVE while Fig 20.3e shows that the transaction type is set INACTIVE.
➔ An active transaction type will form part of the available options when sending a new STR notification on the compliance planet (See section 6.2.1 for sending an STR notification) while an inactive transaction type will no longer be part of the available options when sending a new STR notification on the compliance planet.
STEP 4: Click the ‘SAVE’ button to save the edit or click ‘DISMISS CONSOLE’ to cancel the operation. See Fig 20.3f for an example
Fig 20.3f
➔ This displays a confirmation console as in fig 20.3g below
Fig 20.3g
➔ A notification as in fig. 20.3h (A) will be displayed at the top of the page when the operation is successful. Also, See fig. 20.3h for an example of the updated description and status
Fig 20.3h
How To Delete an STR notification transaction type
This refers to deleting an STR notification transaction type. If a transaction type is deleted, it will no longer be part of the available options when sending a new STR notification on the compliance planet (See section 6.2.1 for sending an STR notification).
Here is how to do this.
STEP 1: Click on the ‘DELETE’ button of the STR notification transaction type as in fig 20.4a.
(fig20.4a)
➔ This displays a confirmation console to confirm your request to delete the transaction type.
STEP 2: Click on ‘CONFIRM’ as in fig20.4b to proceed or ‘CANCEL’ to discontinue.
(fig20.4b)
➔ A notification will be displayed at the top of the page when the delete operation is complete.
(fig20.4c)
How to add new STR notification transaction type
This refers to creating a new STR notification transaction type. This transaction type will form part of the available options when sending a new STR notification on the compliance planet (See section 6.2.1 for sending an STR notification).
STEP 1: Click on ‘NEW NOTIFICATION TRANSACTION TYPE’ as shown in fig. 20.5a below
(fig. 20.5a)
➔ A console as in fig. 20.5b will be displayed.
(fig. 20.5b)
STEP 2: Input the transaction type as in fig. 21.5c below
(fig. 20.5c)
STEP 3: Click on the transaction status checkbox to make that transaction notification type active or inactive. This is illustrated in Fig 21.5d and Fig 20.5e below
➔ Fig 20.5d shows that the transaction type is set ACTIVE while Fig 21.0e shows that the transaction type is set INACTIVE.
➔ An active transaction type will form part of the available options when sending a new STR notification on the compliance planet (See section 6.2.1 for sending an STR notification) while an inactive transaction type will no longer be part of the available options when sending a new STR notification on the compliance planet.
STEP 3: Click on ‘SAVE’ to save the edit or click ‘DISMISS CONSOLE’ to cancel the operation. See Fig 20.5f for an example
Fig 20.5f
➔ This displays a confirmation console as in fig 20.5g below. Click ‘CONFIRM’ to proceed or ‘CANCEL’ to close the console.
Fig 20.5g
➔ A notification as in fig. 20.5h (A) will be displayed at the top of the page as in fig. 20.5h and the description and status will be updated.
Fig 20.5h
