user manual - itrade dashboard
TRANSCRIPT
iTrade Dashboard - User Manual
Login to iBusiness using your credentials
User ID along with Pin+token to be entered
Please click on Trade & Guarantees module to access trade module
Then Click on Trade Services - iTrade
iTrade Dashboard - User Manual
This page shows the dashboard of all trade related information. Starting from on-going tasks,
outstanding amount (product wise), upcoming events includes requests pending in approver’s queue,
notification from bank side, list of discrepancies and graphical re-presentation of the product wise
outstanding positions
Ongoing Tasks: will list down all the tasks performed by the user logged in
Calendar: Displays the list of all the transaction either due for expiry or shipment date or maturity date
for easy reference. Clicking on the date will show all the transaction of that date
iTrade Dashboard - User Manual
Outstanding Amount – displays the overall outstanding amount at a product level
Upcoming Events:
Recent Pending Transactions with Corporate User – This shows the list of pending transactions with the
Corporate User to approve. Kindly click on the System ID to view details
iTrade Dashboard - User Manual
Recent Notifications from Bank – This shows the transactions which are completed end to end from the
Bank user
The statuses included in this are:
New – Only the first event completed by Bank user for e.g. creation of Import LC, Export Collection
transactions etc
Reporting – The subsequent events completed by Bank user for e.g. Import LC Amend / Bill Lodgment
and Export Collection Amend / Accept / Payment etc.
Legend:
: Completed
: In Process
: Rejected
Recent Pending Transactions with Bank – This shows the transactions pending with the Bank users
The status included in this are as follows:
Submitted to Bank – Under Approval – This shows the transaction which is currently under internal
approval with the Bank
Approved by Bank – Under Process – This shows the transaction which was approved & currently under
processing with the Bank
Wording Under Review – This shows transaction is pending as Bank is awaiting draft approval from the
Client
iTrade Dashboard - User Manual
Pending Discrepancies – This shows the transactions for which discrepancies are raised
Outstanding per Product – The graph shows the outstanding amount at a product level
Adding Events: an event/reminder can be created from the dashboard with an option of one time or
recurring