diff --git a/docs/integration/banks/maybank.md b/docs/integration/banks/maybank.md index a953d431..0574d142 100644 --- a/docs/integration/banks/maybank.md +++ b/docs/integration/banks/maybank.md @@ -25,16 +25,44 @@ On **Maybank linking dialog**, click on `Connect` to link with Maybank account ![4](../../../static/img/integration/banks/maybank/linking-2.png) -Maybank login screen will show up, **login** to your `Maybank account`, **select** `account` to link and **authorize**. +### For Sole Prop -![5](../../../static/img/integration/banks/maybank/maybank-ui.png) +Maybank2u login screen will show up, **login** to your `Maybank account`, **select** `account` to link and **authorize**. + +![5](../../../static/img/integration/banks/maybank/maybank-ui-1.png) + +### For Non-Sole Prop Account + +1. **Maker Account** + - Maybank2u Biz login screen will show up, **login** to your `Maker` account, **select** `account` to link and **authorize**. + + ![6](../../../static/img/integration/banks/maybank/maybank-ui-2.png) + + - After authorize sucessfull, `Pending` status will show on **Maybank linking dialog**. + + ![7](../../../static/img/integration/banks/maybank/linking-7.png) + +2. **Checker Account** + - The `Checker` account will receive a notification for linking approval. + + - Login to the `Checker` account. + + - Review and approve the linking request to complete the account linking process. + + ![8](../../../static/img/integration/banks/maybank/maybank-ui-3.png) + + - After the linking request has been approved, reopen the **Maybank linking dialog**. `Account approved` message will shown. + + ![9](../../../static/img/integration/banks/maybank/linking-8.png) + +### Mapping Payment Method After linking successful, account linking with payment method dialog will show up, then select the payment method to map. 1. **Click** on `Payment Method` dropdown 2. **Select** `MAYBANK` payment method to map - ![6](../../../static/img/integration/banks/maybank/linking-3.png) + ![10](../../../static/img/integration/banks/maybank/linking-3.png) :::tip[Hints] Maybank allow **up to 3 bank account** to linking at the same time. @@ -42,44 +70,44 @@ After linking successful, account linking with payment method dialog will show u 3. **Click** `Link` - ![7](../../../static/img/integration/banks/maybank/linking-4.png) + ![11](../../../static/img/integration/banks/maybank/linking-4.png) 4. **Account linking successful** message will show up - ![8](../../../static/img/integration/banks/maybank/linking-5.png) + ![12](../../../static/img/integration/banks/maybank/linking-5.png) 5. **Connected** status will display - ![9](../../../static/img/integration/banks/maybank/linking-6.png) + ![13](../../../static/img/integration/banks/maybank/linking-6.png) -### Disconnect Maybank Linking +## Disconnect Maybank Linking 1. On Maybank linking dialog, **Click** on `Disconnect` - ![10](../../../static/img/integration/banks/maybank/disconnect-1.png) + ![14](../../../static/img/integration/banks/maybank/disconnect-1.png) 2. A confirm dialog will prompt, **Click** `Yes` to disconnect - ![11](../../../static/img/integration/banks/maybank/disconnect-2.png) + ![15](../../../static/img/integration/banks/maybank/disconnect-2.png) 3. **Disconnected** message will shhow up - ![12](../../../static/img/integration/banks/maybank/disconnect-3.png) + ![16](../../../static/img/integration/banks/maybank/disconnect-3.png) ## Bank Reconciliation 1. `General Ledger` > `Bank Reconciliation` - ![13](../../../static/img/integration/banks/maybank/bank-recon-1.png) + ![17](../../../static/img/integration/banks/maybank/bank-recon-1.png) 2. Select `Bank Statement Date` and select `Maybank` payment method that linked to Mayabank account - ![14](../../../static/img/integration/banks/maybank/bank-recon-2.png) + ![18](../../../static/img/integration/banks/maybank/bank-recon-2.png) 3. Select `Date Between` of transactions to load **(up to 60 days of transaction history)** and click `Load Statement` - ![15](../../../static/img/integration/banks/maybank/bank-recon-3.png) + ![19](../../../static/img/integration/banks/maybank/bank-recon-3.png) 4. All transaction loaded from Maybank API and mapped transactions will auto match with SQL Account transaction - ![16](../../../static/img/integration/banks/maybank/bank-recon-4.png) + ![20](../../../static/img/integration/banks/maybank/bank-recon-4.png) diff --git a/static/img/integration/banks/maybank/linking-7.png b/static/img/integration/banks/maybank/linking-7.png new file mode 100644 index 00000000..38dcb833 Binary files /dev/null and b/static/img/integration/banks/maybank/linking-7.png differ diff --git a/static/img/integration/banks/maybank/linking-8.png b/static/img/integration/banks/maybank/linking-8.png new file mode 100644 index 00000000..3b1bbb54 Binary files /dev/null and b/static/img/integration/banks/maybank/linking-8.png differ diff --git a/static/img/integration/banks/maybank/maybank-ui.png b/static/img/integration/banks/maybank/maybank-ui-1.png similarity index 100% rename from static/img/integration/banks/maybank/maybank-ui.png rename to static/img/integration/banks/maybank/maybank-ui-1.png diff --git a/static/img/integration/banks/maybank/maybank-ui-2.png b/static/img/integration/banks/maybank/maybank-ui-2.png new file mode 100644 index 00000000..47e72a3a Binary files /dev/null and b/static/img/integration/banks/maybank/maybank-ui-2.png differ diff --git a/static/img/integration/banks/maybank/maybank-ui-3.png b/static/img/integration/banks/maybank/maybank-ui-3.png new file mode 100644 index 00000000..6bef94a8 Binary files /dev/null and b/static/img/integration/banks/maybank/maybank-ui-3.png differ