The transactions overview lists all created and uploaded transactions that are not yet sent.
Preset filters allow you to
You can view the status of a transaction in the overview (in the column Action) or in the details of transaction.
TIP: Hover over the status icon to see the description.
The transaction needs To be completed, user interaction is required.
The transaction is Refused by another user or by Isabel due to an error.
|The transaction needs To be signed.|
|The transaction is Sufficiently signed, is ready to send.|
|The transaction is Insufficiently signed. One or more signatures are missing to be able to send the transaction.|
An action is pending. If you click the icon, you will see the message A refresh is needed to receive an update of the file status. Click OK to continue.
An urgent transaction is shown with an exclamation mark.
When a transaction or group of transactions is uploaded an icon indicates its origin.
The file is uploaded with a browser.
The file is uploaded with Isabel GO.
|The file is uploaded by Isabel Corporate Synchronizer.|
|The file is uploaded with Telelink.|
Transactions can be assigned to envelopes. The color of the envelope indicates the status of the transactions in the envelope:
Click on the transaction line of which you want to view the details
The audit trail shows all steps in the lifecycle of a transactions (who created, modified, signed, sent,... the transaction)
Reports of transactions can contain overviews, details or summaries of selected transactions in both PDF and TXT format. The PDF can include the transactions' processing data. The text file has a csv structure and can be used to import data in a spreadsheet or a database.
*: only applicable to PDF reports
More information: Plan, download or import a report in a spreadsheet.
You kan keep transactions together by assigning them to envelopes.
Add transactions to an envelope
Note: Although there is no limit, it is recommended to only have a maximum of 100 transactions in a single envelope.
Remove transactions from an envelope
Rename an envelope
From the details of your transaction Choose Modify transactions(s) from the left navigation menu
Note: Uploaded transactions (created by an accounting or ERP package) cannot be modified. In case you need to modify such a transaction, you can edit it using your accounting or ERP package and upload it again.
When a banking file is uploaded, Isabel 6 calculates a unique hash on it. During the signature process, the content and integrity of the file is guaranteed by this hash. You can ask your IT department to calculate this hash to compare it with the hash displayed in the detail screen an on the signature screen. This way you can assure the file you are signing is exactly the one that you created in your accounting package.
You will be only able to sign as much transaction as available in your view. To view more transactions in your current view, you can assign transactions to envelopes or change the number of displayed transactions at the bottom of the page.
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 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.
As signer, you will have the option to reject a transaction or request a change.
When a transaction is rejected, the file will get the status rejected. The specified reason why it is rejected can be found in the details of the transaction.
Note: once it is rejected, it cannot be modified anymore. The creator must recreate or upload the corrected transaction again.
In case the transactions are not yet signed, you will be prompted to sign them.