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Zeta Optima platform enables you to access the existing transfers and allows you to edit the scheduled or successful transfers. For example, in a scheduled transfer you might need to cancel a payout to an employee who is no longer associated with the organization or you may wish to cancel the entire transfer itself due to the multiple discrepancies in the transfer.

Note

Ideally, you can adjust or make changes to “scheduled” transfers that you have not yet processed. However, you can make changes to the successful transfers only if disbursed amount is unused. You cannot settle any used funds using the Zeta Optima dashboard and in this scenario you may wish to settle the used funds offline.

Cancel a Scheduled Transfer

<Feature not yet deployed, coming soon> An important function, should be developed.

Cancel an Individual Payout Under a Scheduled Transfer

  1. Login to the Zeta Optima platform

  2. From

    3. the "Employee Benefits"

  3. “Zeta Optima” menu,

    4. go

  4. navigate to Active Programs > Meal

    5. Voucher option

  5. Vouchers > Transfer Orders tab. This opens up

    6. the meal voucher dashboard.
    Image Removed
  6. Locate the "Transfers" section in the dashboard. This lists all transfer details as per transfer period.
    Image Removed
  7. Click a Transfer Period to view all scheduled and successful transfers with individual entries. Notice the options such as scheduled, transferred, failed, pending for your precise and fast lookup.
    Image Removed 
    8. Click the "Scheduled" option to view all individuals in a scheduled transfer. Using

  8. all transfers such as scheduled, completed, cancelled, stalled or failed.

  9. On this page, locate and click more action (Image Added) option against a scheduled transfer.
    Image Added 
  10. Finally, click Cancel Transfer to cancel a scheduled transfer.
    Image Added 
  11. Post successful cancellation, you can view the cancelled transfers on the same page as shown below.
    Image Added

You’ve successfully cancelled the payout amount of a scheduled meal voucher transfer.


Cancel an Individual Fund Under a Scheduled Transfer


  1. Login to the Zeta Optima platform

  2. From “Zeta Optima” menu, navigate to Active Programs > Meal Vouchers > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed.

  3. Click the transfer ID of a scheduled transfer. This lists all individual entries in a scheduled transfer
    Image Added

  4. On this page, click more action (Image Added) option and then select Cancel Transfer against an individual to cancel the payout transfer. Using the search option, you may also search for an individual by name, email or mobile

    .
    Image Removed 
    5. Click the more action (Image Removed) and then select Cancel Transfer against an individual

  5. to cancel the

    6. payout

  6. transfer.


    7. Image Removed

  7.  
    Image Added

  8. Click Yes to confirm the transfer cancellation. You can view the cancelled entry under the Scheduled or Total Transfers option.
    Image Removed under on the same page as shown below.
    Image Added


You’ve successfully cancelled the payout of an individual from a scheduled meal voucher transfer.


Revoke an Individual

Payout

Fund Under a Successful Transfer


Note

You can also revoke an individual payout tagged against the status "Waiting for Beneficiary" from a transfer order. Follow the same steps as mentioned below.

  1. Login to the Zeta Optima platform

  2. From

    3. the "Employee Benefits"

  3. “Zeta Optima” menu,

    4. go to Active

  4. navigate to Active Programs > Meal

    5. Voucher option

  5. Vouchers > Transfer Orders tab. This opens up

    6. the meal voucher dashboard.
    Image Removed
  6. Locate the "Transfers" section in the dashboard. This lists all transfer details as per transfer period.
    Image Removed
  7. Click a Transfer Period to view all scheduled and successful transfers with individual entries. Notice the options such as total transfers, scheduled, transferred, failed and pending for your precise and fast lookup.
    Image Removed
    8. Click the "Transferred" option to view all individuals in a successful transfer.

  8. all transfers such as scheduled, completed, cancelled, stalled or failed.

  9. Click the transfer ID of a successful transfer. This lists all individual entries in a completed transfer.
    Image Added

  10. On this page, click more action (Image Added) option and then select Revoke Funds against an individual to revoke the payout transfer. Using the search option, you may also search also search for an individual by name, email or mobile .
    Image Removed
    11. Click the more action (Image Removed) and then select Revoke Funds against an individual
  11. to revoke the
    12. payout
  12. transfer.

    13. Image Removed
  13. Also, notice the options such as total transferred or successful for your precise and quick lookup.
    Image Added

  14. Click Yes, Revoke to confirm the transfer revocation. You can view the revoked entry

    15. under the Transferred or Total Transfers option

  15. on the same page as shown below.

    16. Image Removed

  16. Image Added


You’ve completed revoking an individual employee payout from the a successful meal voucher transfer. 

Note

You can make changes including the partial revoke to the successful transfers only if disbursed amount is unused. You cannot settle any used funds using the Zeta Optima dashboard and in this scenario you may wish to settle the used funds offline. Email support (support@zeta.in)  or call support (022 - 6112 3989) for any help.

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