Financing Request Dashboard and Status – iTrade
Overview
This guide explains how to access and use the Financing Request Dashboard in iTrade.
The Financing Request Dashboard provides a centralized view of all Financing Request transactions and allows users to:
- Monitor Financing Request transactions
- Track transaction status
- Review requests requiring action
- View transactions awaiting approval
- Monitor requests pending with the bank
- Access rejected and archived transactions
- Initiate new Financing Requests
- Initiate Islamic Financing Requests
Prerequisite: Users must have the appropriate permissions to access and manage Financing Requests. If access is unavailable, contact your Corporate Administrator.
Step 1: Access the Financing Request Dashboard
- From the iTrade Dashboard, select Trade Services.
- Click Financing Request.
The Financing Request Dashboard displays all Financing Requests organized by transaction status.
Step 1: Access the Financing Request Dashboard
- From the iTrade Dashboard, select Trade Services.
- Click Financing Request.
Live- Lists all the approved Financing Requests records and the expired Financing Requests records by the bank. (Maker)
Draft - Lists all the Financing Requests events in draft state and also the transactions that checker has returned for improvement. (Maker)
Actions - Lists all the Financing Requests transactions on which the bank has requested further action. (Maker)
Pending Approval - Lists all existing Financing Requests transactions that are awaiting approval from a second user within the corporate. (Checker)
Pending at Bank
The Pending at Bank tab displays Financing Requests that have been submitted successfully and are awaiting review or processing by the bank.
Available for: Maker users.
Rejected
The Rejected tab displays Financing Requests that have been rejected by the bank.
Rejected requests are typically assigned the status:
Not Processed
Review the rejection details before creating a new request or resubmitting the transaction.
Other
The Other tab displays Financing Requests that are:
- Expired
- Archived
- Purged by the bank
These transactions are available for inquiry purposes only.
No amendments, messages, or additional actions can be performed on transactions in this section.
Step 3: Available Dashboard Actions
The Financing Request Dashboard provides quick access to financing request creation options.
Initiate Financing Request
Use this option to create a new standard Financing Request.
Related Guide:
Apply for a Financing Request – iTrade
Initiate Islamic Financing Request
Use this option to create a new Islamic Financing Request.
Related Guide:
Apply for an Islamic Financing Request – iTrade
Step 4: Search and Filter Transactions
The Financing Request Dashboard includes search and filtering tools to help users locate specific transactions quickly.
Available search criteria may include:
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After entering the required criteria:
- Click Apply.
- Review the filtered results displayed on the dashboard.
Support Tip: Use filters when managing a large number of Financing Requests or investigating a specific transaction.
Step 5: Customize Table Columns
The transaction grid can be customized to display the information most relevant to your role.
Available options include:
- Show or hide columns
- Reorder columns
- Save preferred layouts
- Restore default settings
- Freeze important columns
Examples of available columns include:
- Customer Reference
- Bank Reference
- Status
- Entity
- Currency
- Amount
- Creation Date
- Expiry Date
Note: Available columns may vary depending on the selected dashboard view and transaction type.