Here, the operations are;
- previewing the list of CCI for the transaction report,
- Editing a CCI,
- Deleting a CCI.
- Adding a new CCI,
- Downloading a CCI and
- Bulk Delete
NOTE: Only person(s) profiled as deputy supreme admin can carry out these operations
To perform any of the operations;
STEP 1: From the left-hand side menu, click ‘Control panel’ as in fig. 18.2a.
Fig 18.2a
- This will display a drop down as in Fig 18.2b below.
STEP 2: Click ‘ACCOUNT’ on the drop-down list. See an example in Fig. 18 .2 b below.
Fig 18.2b
- This will display the ACCOUNT CONTROL PANEL OPERATIONS dashboard as in Fig. 18 .2c below
Fig 18.2c
STEP 3: Click “CCI” from the top menu on the account page. See an example in fig. 18 .2d below
Fig 18.2d
- This displays a page as seen in fig. 18.2e below.
(fig. 18.2e)
How To Preview CCI List For Transaction Report
This refers to searching for CCIs for the various transaction reports during a specified period. Here is how to preview a CCI for a transaction type.
STEP 1: Select the transaction type from the ‘Tran Type’ box as shown in fig. 18.3a.
(fig. 18.3a)
STEP 2: Set ‘START DATE’ and ‘END DATE’ to specify the beginning date and the ending date of the transaction reports whose CCI list is to be generated. See fig. 18.3a for example.
(fig. 18.3b)
STEP 3: Click the “Operations” button as shown in fig 18.3c below
(fig. 18.3c)
- This displays a drop-down as in fig 18.3d below
STEP 3: Click ‘PREVIEW’ on the drop-down list as in fig.18.3d below.
(fig. 18.3d)
- Results for CCI for the selected transaction type will be displayed on the page as in fig. 18.3e below.
(fig. 18.3e)
- At the bottom-right corner of the page, the software gives information about the number of pages. The page numbers represent buttons to go to each page. Clicking any page number will take you to that page. Click on the ‘NEXT’ button to go to the next page or the ‘PREVIOUS’ button to go to the page before the current page.
- Click on the ‘ENTRIES’ box to adjust the number of entries per page as shown in fig. 18.3f below.
(fig. 18.3f)
- You can search for a ‘CCI’ for a transaction by typing the ‘CCi’, source account number or the destination account number involved in the matched transaction. See an example of a search in fig. 18.3g below.
(fig. 18.3g)
How to Edit CCI
This refers to changing the CCi number attached to a transaction. Here is how to do this.
STEP 1: Click on the ‘EDIT’ button of the CCI record. See fig. 18.4a for an example.
(fig. 18.4a)
- This displays an ‘Edit CCI’ console as shown below.
(fig. 18.4b)
STEP 2: Fill in the new CCi (i.e., the new Certificate of Capital Importation number) to be attached to the transaction for reporting. See fig. 18.4c for an example.
(fig. 18.4c)
STEP 3: Click on ‘SAVE CHANGES’ as in fig. 18.4d to save the new transaction CCi.
(fig. 18.4d)
- This displays a confirmation console as in fig 18.4e below.
STEP 4: Click ‘CONFIRM’ as in fig. 18.4e to proceed to save changes or click on ‘CANCEL’ to discontinue.
(fig. 18.4e)
- A notification as in fig. 18.4f will be displayed at the top of the page upon successful completion of the operation.
(fig. 18.4f)
How To Add New CCI
This refers to matching a CCi to a transaction on the Compliance Planet software. This CCi will form part of the details that will be rendered for that particular transaction when the compliance planet processes an ADRAPS FTR report, including the transaction.
STEP 1: Click the “Operations” button as shown in fig 18.5a below
(fig. 18.5a)
- This displays a drop-down as in fig 18.5b below
STEP 3: Click ‘New CCI’ on the drop-down list as in fig.18.5b below.
(fig. 18.5b)
- This displays a console as in fig. 18.5c where details of the transaction and the CCi to be attached are to be filled.
(fig. 18.5c)
STEP 2: Fill in the required details and click on ‘SAVE’ as in fig. 18.5d to match CCi with the transaction. Click on ‘CANCEL’ to close the console.
(fig. 18.5d)
- This displays a confirmation console as in fig. 18. 5e to confirm your request.
(fig. 18.5e)
- Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to discontinue. A notification will be displayed at the top of the page when the operation is successful.
How To Delete CCI
This refers to deleting a CCi entry. Here is how to do this;
STEP 1: Click the ‘DELETE’ button for the CCi entry, as in fig. 18.6a.
(fig. 18.6a)
- This will display a confirmation console to confirm your request to delete the transaction CCi.
STEP 2: Click on ‘CONFIRM’ as in fig. 18.6b to proceed or ‘CANCEL’ to discontinue.
(fig. 18.6b)
- A notification will be displayed at the top of the page when the delete operation is complete.
How to Download CCI
STEP 1: Select the CCI entry to be downloaded as in fig. 18.7a below.
(fig. 18.7a)
STEP 2: Click the “Operations” button as shown in fig 18.7b below
(fig. 18.7b)
- This displays a drop-down as in fig 18.7c below
STEP 3: Click ‘Download Previewed’ on the drop-down list as in fig.18.7c below.
(fig. 18.7c)
- This displays a confirmation console to confirm your request as in fig. 18.7d.
(fig. 18.7d)
STEP 3: Click on ‘CONFIRM’ to proceed with the download or click on ‘CANCEL’ to discontinue.
- The signal console shows ongoing processes. An example of a signal console is Fig. 18 .7d. When the operation is complete, a notification will be displayed at the top of the page. See fig. 18.7e below for an example.
(fig. 18.7e)
How to Make Bulk Delete of CCI Records
This refers to deleting multiple CCI entries. Here is how to do this;
STEP 1: Select the entries to be deleted by clicking on their check boxes.
STEP 2: Click ‘Delete Selected’ on the operations drop-down list as in fig. 18.8a below.
(fig. 18.8a)
- This displays a confirmation console to confirm your request to delete the transaction CCi.
STEP 3: Click on ‘CONFIRM’ as in fig. 18.8b to proceed or ‘CANCEL’ to discontinue.
(fig. 18.8b)
- A notification will be displayed at the top of the page when the operation is complete.
(fig. 18.8c)
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