Integrated Payments Help

This page allows you to do a variety of functions for Wire Memos such as creating new Wire Memos, or searching, modifying, approving and deleting existing Wire Memos, depending on your privileges.

The Memo Summary page can display all outgoing memos that you have sent to Scotiabank and all incoming messages from Scotiabank.

The following actions are available on this page:

• Create a New Wire Memo: create a new wire memo by clicking on the “Create Memo” button.
• Search Wire Memos: based on selectable search criteria.
• Reset: resets the search criteria to the default settings.
• View wire Memo Details: you can select an existing Wire Memo to view its details and then select from optional actions.
• Modify existing Wire Memos: you can select from your existing Wire Memos to edit the Wire Memo information.
• Change Wire Memo Status: change the status of your Wire Memos to “Approve”, “Delete”, or “Submit”.

• After setting your search criteria and clicking on the “Search” button the Search Results will be displayed at the lower portion of the page, sorted by ‘Creation Date’.
• The following actions can be applied to the selected Wire Memos from this page. The availability of these actions depends on your access privileges:
  • Modify: existing ‘Recall’ Wire Memos can be modified.
  • Approve: you can select Wire Memos in “Entered” status to be “Approved”.
  • Delete: you can select Wire Memos to be “Deleted”.
  • Submit: you can select Wire Memos to “Submit” to Scotiabank.

  Once you have chosen the desired action for the selected Wire Memo, click on the “Go” button to execute the action.

The following types of Wire Memos are available to you, depending on your access privileges:

• Recall: used to request the cancellation of a wire payment transaction. Note: Wire payment instructions will only be recalled on a ‘best efforts’ basis. The receiving bank may already have acted upon the Wire Payment instructions.
  
• Query: used to request information/clarification related to a previous transaction.
  
• Freeform: used to send information for which another message type is not applicable.
  

Note: When an incoming memo is received from Scotiabank, a message will be displayed in the Message Centre on your ScotiaConnect home page.

• Creation Date: is the date the Memo was originally created.
• Memo Reference Number: is the number for the Memo and links to the Memo Details page.
• Memo Type: is the type of the Memo – “Query”, “Recall” or “Freeform”.
• Original Payment ICN Number: is the number of the payment that is related to this Memo. These numbers link to the Payment History page of the payment.
• Investigation Case Number: is the Bank’s number for the investigations required for the Memo, if applicable.
• Service Group: is the Service Group for the person who created the Memo.
• Status: displays the current status of the Memo.
• Action: displays action options for the Memo, if applicable.

• Memo Type: allows you to choose the type of message you would like to create; ‘Incoming’, ‘Recall’, ‘Query’, ‘Freeform’.
• Wire Memo Status: allows you to refine your search list based on the status of your Wire Memos.
• Payment ICN Number: allows you to refine your search for Wire Memos based on an ICN Number.
• Creation Date: allows you to refine your search based on the Dates the Wire Memos were created on.

• Integrated Payments: Wire Memo Details
• Integrated Payments: Approve Wire Memos
• Integrated Payments: Create Wire Memo
• Integrated Payments: Delete Wire Memos
• Integrated Payments: Modify Wire Memos
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