View Recurring Instructions in a list of Recurrences

  • On the Active Instructions screen and View Details of the Active Instruction screen only the last occurrence of a series of the same recurring instruction will be shown (the current Authorised instruction will be shown until it is invested/completed).
  • This helps to know which recurring instructions belong together and is in essence the same instruction, especially where more than on recurring instruction is running on the same account.
  • To view all the recurring instructions in the list, go to More Actions -> Recurrences on the Recurrent instruction that is displayed.

 

Alternatively, ‘View Details’ on Active Instructions display number of recurrences. Selecting the number of recurrences will display all the recurrences.

 

On all the Recurring instructions there are “Previous Recurrence’ and ‘Next Recurrence’ to ensure easy navigation

Last Updated on 3 years ago by Tinus Burger