Templates page is now available under Payments -> Manual payments page.
This will enable you to view existing templates as well as create, edit, delete templates as per account rights.
It is also possible to mark a template as favourite, view template history and use a template in creating payment.
Templates of only those payment types that can be managed from Nordea Corporate are available. To know more about which payment types that can be managed on Nordea Corporate
Follow these steps to perform different actions from Manage templates page :
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Go to Payments, select Manual payments -> Templates.
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On Templates page, you can view, create or edit your payment templates for future use and use a template in creating payment.
- Create template: On the left hand side, there is a button to Create new template - from where you can create a Company, Personal and Locked company templates from scratch for future use.
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Search: Below that, there is a search box to search templates by typing a name or account number
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Filters: There are filter chips under the search box, to view Favourites, Company and Personal templates on clicking these as you need. You can also filter Locked and Unconfirmed templates.
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List: The templates list is displayed under these filters, in the left hand side. Here you can view a list of all templates available to you.
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Template summary: Summary of selected template from the list is displayed in the right-hand side.
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Use in payment: In the right-hand top corner, there is a Use in payment button, which will open a Create payment form with details pre-filled as in the selected template.
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Edit: The three-dot menu next to Use in payment button has an option to Edit the selected template.
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Mark as favourite: The three-dot menu has an option to Mark the selected template as favourite.
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View history: The three-dot menu has an option to view history of the template.
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Delete template: The three-dot menu has an option to delete the selected template.