To view the details of a transfer, click on it in the table:
If the remittance containing the transfer has been downloaded, the transfer is displayed in the Transaction information screen. Tip: When you view the detail of a transfer whose remittance is downloaded, you can switch quickly from a transfer to another one by using the Transfer drop-down list.
If the remittance containing the transfer is in the “Edition” status, the transfer is displayed in the Edit transfer screen.
Searching for transfers whose remittance has been downloaded
Click on Display. The transfers corresponding to your search criteria and that you have rights to display are listed in a result table.
If you wish, you can export this results table. To do so, you have two options:
To export this table in a PDF format, click on . Your browser offers you to open the file or to save it. Make your choice then click on OK.
To export this result table in a XLS format, click on . Your browser offers you to open the file or to save it. Make your choice then click on OK.
To view the details of a transfer, click on it in the table. The transfer is displayed in the Transfer information screen.
If you wish, you can export the transfer information in PDF format. To do so, click on . Your browser offers you to open the file or to save it. Make your choice then click on OK.
This procedure will enable you to create quickly a remittance template from an existing remittance. The remittance template information is initialized with the copied remittance and its transfers, and can be modified. Any existing remittance can be copied into a template, irrelevant to their type (domestic, international or SEPA transfer remittance).
Display the remittance you wish to copy in the Remittance information screen. To do so, follow the Search for a remittance procedure.
Click on Copy into template. A drop-down list is displayed.
In the drop-down list, indicate how the amounts of the transfers should be defined in the template:
With amounts set to zero
With same amounts as the copied remittance
The screen Enter remittance template information is displayed.
You can add or modify the remittance information.
Click on Save to save your remittance template.
Printing a remittance confirmation note
This procedure enables you to print the confirmation note of a downloaded remittance in order to keep it in your archives.
The remittance for which you wish to download and print a transaction notice must have the Downloaded status. To download a remittance, refer to the Download a transfer remittance section.
Search for the remittance for which you wish to print the transaction notice. To do so, define the desired search fields then click on Display. The downloaded remittances corresponding to your search criteria and that you have rights to display are listed in a result table.
Click on the remittance in the table. The remittance is displayed in the Remittance information screen.
Click on Sent notices at the top of the screen. A drop-down list is displayed, select the desired option:
Click on Print for all creditors if you wish to print the transaction notice for all the creditors of the remittance. Your browser asks you to either open the file or save it. Make your choice and click on OK.
Click on Print only for creditors without email address if you wish to print the transaction only for the creditors of the remittance whose email address is not indicated in Iziago. Your browser asks you to either open the file or save it. Make your choice and click on OK.
You can print the file to archive it or send it to the creditors by mail.
Sending transaction notices by email
This procedure enables you to send transaction notices of a given remittance by email.
The remittance for which you wish to send a transaction notice must have the Downloaded status. To download a remittance, refer to the Download a transfer remittance section.
Search for the remittance for which you wish to send the transaction notice by email. To do so, define the desired search fields then click on Display. The downloaded remittances corresponding to your search criteria and that you have rights to display are listed in a result table.
Click on the remittance in the table. The remittance is displayed in the Remittance information screen.
Click on Sent notices at the top of the screen. A drop-down list is displayed.
Select Send by email. A table with the creditors of the remittance and their email addresses is displayed in the Send transaction notices screen.
You can either enter or modify the creditors' email addresses. Note: Iziago automatically records in the database the entered e-mail addresses.
Select the creditors to whom you wish to send the transaction notice by email.
Click on Send. The sending status is actualized and displays "In progress", then "Sent" when the creditors receive the transaction notice by email in PDF format. Note: You can send the transaction notice to a creditor several times if, for example, the entered mail address is wrong.
Canceling the downloading of a remittance
This procedure enables you to cancel the downloading of a remittance.
Search for the downloaded remittance you wish to cancel. To do so, define the desired search fields then click on Display.
Click on the desired remittance. The remittance is displayed in the Remittance information screen.
Click on Cancel. The Confirm cancellation window is displayed. Confirm the cancellation. The status of the remittance in the Payments > Searches > Follow up remittances > Remittance information menu changes and displays "Edition". You can once again modify the remittance in the Payments > Remittances > Domestic transfers or Payments > Remittances > SEPA transfers or Payments > Remittances > International transfers menu.
. Your browser offers you to open the file or to save it. Make your choice then click on OK.
. Your browser offers you to open the file or to save it. Make your choice then click on OK.
