Import Collection Dashboard and Status – iTrade Print

Overview

This guide explains how to access the Import Collection Dashboard in iTrade and understand the different transaction statuses, search options, and dashboard customization features available.

The Import Collection Dashboard provides a centralized view of all Import Collection transactions and allows users to:

• Monitor Import Collection requests
• Track transaction status
• Review transactions requiring action
• View pending approvals
• Monitor requests awaiting bank processing
• Access rejected and archived transactions
• Search and filter transactions
• Customize dashboard columns

Prerequisite: Users must have the appropriate permissions to access and manage Import Collection services. If access is unavailable, contact your Corporate Administrator.

Step 1: Access the Import Collection Dashboard

1. From the iTrade Dashboard, select Trade Services.
2. Click Import Collection.

Step 2: Review the Dashboard Status Tabs

The dashboard organizes Import Collection transactions into different status categories to help users track and manage requests.

Outstanding

The Outstanding tab displays:

• Active Import Collection transactions
• Outstanding transactions
• Expired Import Collection records

Available for: Maker users.

Draft

The Draft tab displays:

• Import Collection requests saved as drafts
• Transactions returned by an Approver for amendment or correction

This tab allows users to continue working on incomplete requests.

Actions

The Actions tab displays Import Collection transactions that require additional action from the customer.

Examples may include:

• Requests for additional information
• Bank queries
• Outstanding customer actions

Available for: Maker users.

Pending Approval

The Pending Approval tab displays Import Collection transactions awaiting approval from another user within the organization.

Available for: Checker users.

Pending at Bank

The Pending at Bank tab displays Import Collection requests that have been submitted successfully and are awaiting review or processing by the bank.

Available for: Maker users.

Rejected

The Rejected tab displays Import Collection transactions that have been rejected by the bank.

Rejected transactions are typically assigned the status:

Other

The Other tab displays Import Collection transactions that are:

• Expired
• Archived
• Purged by the bank

These transactions are available for inquiry purposes only.

No amendments, messages, or further actions can be performed on transactions within this section.

Step 3: Search and Filter Transactions

The Import Collection Dashboard includes search and filtering capabilities to help locate specific transactions quickly.

Depending on the transaction type, available filters may include:

After entering the required search criteria:

1. Click Apply.
2. The dashboard will display only the transactions matching the selected filters.

Support Tip: Use Advanced Search when working with many Import Collection transactions.

Step 4: Customize Table Columns

The transaction grid can be customized to display only the information relevant to your workflow.

Available Actions

Users can:

• Show or hide columns
• Reorder columns
• Save preferred layouts
• Restore default column settings
• Freeze important columns for easier viewing

Common Columns

Examples of commonly available columns include:

Note: Available columns may vary depending on the selected dashboard view and transaction type.