How to create a group of payments (manage groups, using templates)

To modify a specific transaction in your group:

1. Click on the title Created groups.
2. Locate the transaction you want to modify.
3. Click on the row of the transaction or the icon.

Note: When clicked the details of the transaction will appear. Once the changes are made, click on Next transaction and afterwards on the title Created Groups to return back to an overview of the created groups and their transactions.

To remove a specific transaction in your group

1. Click on the title Created groups.
2. Locate the transaction you want to remove.
3. Click on the icon.

Quickly modify the amount or message for each individual transaction in the group

In case all transactions exist, you can quickly review and modify the amount and transaction message. This can be convenient in case you are working with templates.

1. Click on the title Created groups.
2. Locate the group for which you want to modify the transactions.
3. Click on the icon.
4. A popup will appear where you can quickly modify the amount or the message to the beneficiary.
   

TIP: by clicking on the titles of the columns you can sort the group in this window.

All created groups are assigned with a default name. This name contains the SEPA or NON-SEPA flag (or other bank specific name), the alias of the ordering account (or account holder) and the account number. You can modify the name to give it more meaning.

1. Click on the title Created groups.
2. Locate the group for which you want to modify the name.
3. Click on the existing name.
   

Remark: your new name can only be 64 characters long.

When inviting a potential signer, the invited user will receive a mail (only if the signer has configured an email address in the preferences > General) informing him a transaction is ready to be signed.

To invite potential signers:

1. Click on the title Created groups.
2. Choose Set advanced processing options .
3. From here you can view and invite the potential signers.
   

Note:

• Isabel will automatically create multiple groups based on the transaction. In case multiple groups exists (the amount of groups is displayed in the Created groups title), you must repeat these steps for each group if required.
• To be able to invite potential signers, you need to be subscribed to the module MultiSign. The signer does not have to be subscribed to MultiSign.

When creating a Group of payments you are able to hide sensitive information from both the signer (hide details) as well as the user who receives the account information (global debit).

To hide the detail in your account information (which you will receive once the transaction is fully processed by the bank), you must enable Global debit.

1. Click on the title Created groups.
2. Enable the option Global debit.

Note: Isabel will automatically create multiple groups based on the transaction. In case multiple groups exists (the amount of groups is displayed in the Created groups title), you must repeat these steps for each group if required.

To hide the details for potential signers (the signer will only be able to view the ordering account, total sum and amount of transactions), you must select hide details.

1. Click on the title Created groups.
2. Choose Set advanced processing options .
3. From here you can enable the option Hide details.
   
   

Note: Isabel will automatically create multiple groups based on the transaction. In case multiple groups exists (the amount of groups is displayed in the Created groups title), you must repeat these steps for each group if required.

When using group of payments you can modify multiple transactions at once (batch update). This can be done for:

• The execution date
• The message to beneficiary
• The ordering account
  
• The reason of payment
• The urgency of the payments

To modify or update one of these items:

1. Click on the title Created groups.
2. Choose Modify group attributes .
3. Enter a new Message to beneficiary or Execution date (or other information).
   
4. Click Apply (a confirmation message will appear notifying you that this change will be applied to all transactions in the group).
   
   

Note: Isabel will automatically create multiple groups based on the transaction. In case multiple groups exists (the amount of groups is displayed in the Created groups title), you must repeat these steps for each group if required

You can save a group as template by enabling the option Save as template at the top of the wizard. When choosing Finish, you will be prompted to choose a new name for you template.

1. Go to the tab Transactions.
2. Switch the filter to display My Templates.
3. Select the template you want to use.
4. Click on Create from template in the left menu.

It is not possible to modify an existing template, however you can create a new template with your modifications.

1. Create a new Group of payments based on your template (as explained above).
2. Perform your modifications.
   TIPS:
   • You can update all transactions in your group (batch update).
     
   • You can quickly modify the amount and message for each transaction.
3. Select the option Save as template.
4. Choose Finish.
5. You will be prompted to enter the name of your new template.
   The name must be different from the original template. You can use My Template v2.
6. Remove the original template (if you want to remove it).