Manual actions

There are currently four major data entry and management options for the creation of mandates and collections:

  • Manual entry through forms in the console/applets (for everyday users)

  • Manual file upload in the console (for power users)

  • Batch file processing (for system development)

  • API integration (for system development)

Our developer guide provides a walkthrough of the API integration, access control, error handling, status codes, and methods.

Manual actions in the console are summarised below.

Manual entry

Mandates and collections can be created manually in the console/applets via form submissions. To learn more, click on the link below.

Manual verifications

Manual verifications can be performed on mandates and/or collections in the console. To learn more, click on the link below.

Manual authentications

Manual authentications can be performed on mandates in the console. To learn more, click on the link below.

Manual approval

Mandates can be approved manually in the console. To learn more, click on the link below.

File uploads

Mandates and/or collections can be created via file upload in the console. To learn more, click on the link below.

File downloads

Existing mandates and/or collections can be downloaded from the console. To learn more, click on the link below.

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