Check Mandate statuses
Available Mandate statuses
FA uses account tags to show mandate statuses.
Account tag | Description |
|---|---|
| New mandate to be included in file to bank |
| Mandate file created in FA / sent to bank |
| Mandate request approved by bank |
| Mandate request rejected by bank. Reject reason in task |
| Mandate amendment to be included in file to bank |
| Mandate cancellation to be included in file to bank |
| Mandate cancellation request approved / mandate cancelled |
| Mandate cancellation request rejected |
Portfolio views
Pre-saved Portfolio views can be used to track Mandate statuses.
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Dashboard
There is also a dashboard called Mandates that can used to track Mandate statuses.
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