Undertaking Advised Dashboard and Status Print

Ana Corbari

Modified on: Wed, 21 Oct, 2026 at 12:00 PM

Overview

This guide explains how to access the Undertaking Advised Dashboard in iTrade and understand the various transaction statuses, search capabilities, and dashboard customization options available.

The Undertaking Advised Dashboard provides a centralized view of all Undertaking Advised transactions and allows users to:

Monitor transaction status
Review transactions requiring action
View pending approvals
Track transactions awaiting bank processing
Access rejected and archived transactions
Search and filter transactions
Customize dashboard columns

Prerequisite: Users must have the appropriate permissions to access and manage Undertaking Advised transactions. If access is unavailable, contact your Corporate Administrator.

Step 1: Access the Undertaking Advised Dashboard

From the iTrade Dashboard, select Trade Services.
Click Undertaking Advised.

The Undertaking Advised Dashboard displays all transactions grouped by their current status.

Step 2: Review the Dashboard Status Tabs

The dashboard organizes Undertaking Advised transactions into status categories to help users monitor and manage requests efficiently.

Live

The Live tab displays:

Approved Undertaking Advised transactions
Active transactions
Expired transactions processed by the bank

Available for: Maker users.

Draft

The Draft tab displays:

Transactions saved as drafts
Transactions returned by an Approver for amendment or correction

This tab allows users to continue working on incomplete requests.

Actions

The Actions tab displays transactions that require additional action from the customer.

Examples include:

Requests for additional information
Outstanding customer actions
Queries raised by the bank

Available for: Maker users.

Pending Approval

The Pending Approval tab displays transactions awaiting approval from another user within the organization.

Available for: Checker users.

Pending at Bank

The Pending at Bank tab displays transactions that have been submitted successfully and are awaiting review or processing by the bank.

Available for: Maker users.

Rejected

The Rejected tab displays Undertaking Advised transactions that have been rejected by the bank.

Rejected transactions are typically assigned the status:

Not Processed

Review the rejection details before creating a new request or resubmitting the transaction.

Other

The Other tab displays transactions that are:

Expired
Archived
Purged by the bank

These transactions are available for inquiry purposes only.

No amendments, messages, or further actions can be performed on transactions within this section.

Step 3: Search and Filter Transactions

The Import Collection Dashboard includes search and filtering capabilities to help locate specific transactions quickly.

Depending on the transaction type, available filters may include:

Customer Reference
Bank Reference
Status
Entity
Applicant Name

Beneficiary Name
Currency
Amount
Transaction Date
Expiry Date

After entering the required search criteria:

Click Apply.
The dashboard will display only the transactions matching the selected filters.

Support Tip: Use Advanced Search when working with many Import Collection transactions.

Step 4: Customize Table Columns

The transaction grid can be customized to display only the information relevant to your workflow.

Available Actions

Users can:

Show or hide columns
Reorder columns
Save preferred layouts
Restore default column settings
Freeze important columns for easier viewing

Common Columns

Examples of commonly available columns include:

Customer Reference
Bank Reference
Status
Entity
Applicant Name

Beneficiary Name
Currency
Amount
Transaction Date
Expiry Date

Note: Available columns may vary depending on the selected dashboard view and transaction type.