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How to Create an Internal Standing Order in Next Gen CIB? (Within Your Accounts) Print


To create an internal standing order (within your accounts), follow these steps:

 

Step 1:  Log in to iBusiness using your user and go to iPay > Transfers and click “Initiate Transfer”


Step 2: Select the following:

  • Click Standing Orders
  • Select Within Your Account


Step 3: Select/Input all the mandatory details on the screen below, then click proceed.


 

Step 4: After Selecting Proceed, the user will be redirected to the Summary Review screen to verify all filled/selected details. Then, accept the Terms & Conditions and click Submit



Step 5: Enter TOTP



An acknowledgment Screen will appear providing the user with a Reference Number, Date and Time of Transaction Initiation

Step 6:

  • Post initiating the request, it will move to the checker’s queue for action
  • The Approver should log in to iBusiness and click on the transactions tab and go to pending your Authorization
  • The pending items for the action will be available under transaction type “Within Your Accounts Transfer”
  • Approver can review the details of the request/documents uploaded, and act (Approve/Reject) on the request initiated.

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