Transactions overview
The transactions overview lists all created and uploaded transactions that are not yet sent.
Access
Click on the tab Transactions.
Filters
Preset filters allow you to
view transactions matching specific criteria:
limit the view to a specific ebanking contract (minimum requirement of 2 ebanking contracts linked):
Status of a transaction
You can view the status of a transaction in the overview (in the column Action) or in the details of transaction.
| A rectangle with an orange exclamation mark. | The transaction needs To be completed, user interaction is required. |
| A rectangle with a red cross. | The transaction is Refused by another user or by Isabel due to an error. |
| A rectangle with a pencil. | The transaction needs To be signed. |
| A rectangle with a green check. | The transaction is Sufficiently signed, is ready to send. |
| A rectangle with a pencil and a blue plus sign. | The transaction is Insufficiently signed. One or more signatures are missing to be able to send the transaction. |
| A rectangle with a blue clock | 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. |
Urgent and Instant Transactions
Urgent transaction
An urgent transaction is shown with an exclamation mark.
| an exclamation mark and a lightning bolt | column header | |
| an exclamation mark in a circle | Urgent payment | |
| a lightning bold in a circle | Instant payment | |
| an exclamation mark and a lightning bolt in a circle | Mix of urgent and instant payments |
Uploaded Transactions
When a transaction or group of transactions is uploaded an icon indicates its origin.
| a square with an arrow | The file is uploaded with a browser. |
| a square with two circles | The file is uploaded with Isabel Connect. |
| a square with the word GO | The file is uploaded with Isabel GO. |
| a square with the word ICS | The file is uploaded by Isabel Corporate Synchronizer. |
| a square with the icon of Telelink | The file is uploaded with Telelink. |
Envelopes
Transactions can be assigned to envelopes. The color of the envelope indicates the status of the transactions in the envelope:
Green envelope: all banking files are sufficiently signed
Blue envelope: all banking files are ready to be signed
Orange envelope: all banking files are already signed but still insufficiently signed
Yellow envelope: all banking files are in the TO BE COMPLETED status (ex. to accept an upload condition)
Red envelope: all banking files are in the ERROR status
White Crosshatched envelope: the banking files have a different status
View transaction details
Click on the transaction line of which you want to view the details
Browse through transactions
In the upper right part of the transaction details screen, navigation buttons allow you to go to the first / previous / next / last transaction within the boundaries of the current filter and the selected envelope.
Audit trail (activity history) of a transaction
The audit trail shows all steps in the lifecycle of a transactions (who created, modified, signed, sent,... the transaction)
From the details, click on the button Audit trail history
Create a report
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.
Select the transactions you want to include in your report.
Click the Create Report button on top of the page, or select Create Report under Actions in the action pane.
Select your report type:
Overview
Add Totals*
Details
Add processing data*
Start new page per file*
Sorting*
Summary
Confirm your report format : PDF or TXT(csv)
When generated, you can download and open your report by clicking My Reports in the navigation pane on top of the page.
*: only applicable to PDF reports
More information: Plan, download or import a report in a spreadsheet.
Manage Transactions
Using envelopes
You kan keep transactions together by assigning them to envelopes.
Add transactions to an envelope
Select the transaction(s) you want to assign to the same envelope
In the top right corner, click on Assign to envelope
The window Assign selected transactions to will appear:
Choose an existing envelope from the list
Define the new name of your envelope and click on Create envelope. If no name is defined, the name of the envelope will be "Envelope of user name (date and time)"
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
Select the transaction that you want to remove from the envelope
Click on Remove from envelope. In case you want to assign it to another envelope, you do not need to remove it first from the current envelope
Rename an envelope
Click on the current name of the envelope
A text field will be shown where you can change the name
Press ENTER if the name is adapted
Modify Transactions
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.
Verify the integrity of an uploaded file
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.
Sign a transaction
Sign multiple transactions
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.
Switch Signer
Invite another user to sign a transaction
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.
Open the details of your transaction
In the left navigation menu, choose Modify processing options
From the processing options, select the potential signers and use the arrow button to invite these users
Reject a transaction or request a change
As signer, you will have the option to reject a transaction or request a change.
Open the details of the transaction
Click on Request change from the left navigation menu
Specify the reason why you reject the file
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.
Send transactions
Select the transactions you want to send
Click on send located in the left navigation menu
In case the transactions are not yet signed, you will be prompted to sign them.
Reuse, duplicate or clone a transaction
Open the details of your Transaction.
In the left navigation menu, select Clone transaction.
A message will be shown informing you that the execution date will be updated.
Confirm this message to reuse the transaction with all its content.
Delete transactions
Select the transactions you want to delete
select Delete in the left navigation menu