> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/account/standing-order.md).

# Standing Order

A standing order is an instruction to automatically transfer a fixed amount or percentage from one account to another, on a recurring schedule you define. The Standing Order page lets you create new standing orders, monitor their status, and activate, deactivate, or modify them as needed.

## Accessing Standing Order

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Accounts** in the side menu.
3. Expand **Accounts** and Select **Standing Order** from the dropdown list.

<figure><img src="/files/PWrGeiJiSmhxBGTmKMd4" alt=""><figcaption></figcaption></figure>

## **Creating A Standing Order**

To create a new standing order:

1. Click the **Add** button at the top of the page
2. Enter the **Order Name**
3. Select the **Order Type** and **Transaction Type**
4. Enter the **Amount** and/or **Percentage Value**
5. Select **For How Long**, **Order To Be Triggered Every**, **Order Frequency**, and **Over How Many Cycles**
6. Enter the **Tenure**
7. Set the **Start Date** and **End Date**
8. Search for and select the **Debit Account** and **Credit Account**, then select the **Debit Branch** and **Credit Branch**
9. Enter the **Debit Narration** and **Credit Narration**
10. Optional: toggle **Allow Force Debit** on to permit the debit even where it would exceed available balance
11. Click **Save**

<figure><img src="/files/tU2JoossV3ugMg85TpT7" alt=""><figcaption></figcaption></figure>

## **Managing A Standing Order**

To manage an existing standing order:

1. In the Actions column, click the three vertical dots (⋮) next to the order you wish to manage
2. Select the appropriate option:
   * **View;** see the order's full details
   * **Modify;** edit the order's details (see below)
   * **Activate;** reactivate an InActive order, or **Deactivate;** pause an Active order (the option shown depends on the order's current status)

#### **To modify a standing order:**

1. Select **Modify** from the Actions dropdown
2. In the Edit Standing Order modal, update the necessary fields
3. Click **Update**
4. Click **"Yes, I want to proceed"** to confirm the update, or **"No, thanks"** to cancel

#### **To activate or deactivate a standing order:**

1. Select **Activate** or **Deactivate** from the Actions dropdown
2. Click **"Yes, I want to proceed"** to confirm, or **"No, thanks"** to cancel

## **Filtering The Records**

To filter the standing order records:

1. Click the **Filter** button at the top right of the page
2. Enter or select any combination of: Order Name, Debit Account Number, Debit Account Name, Credit Account Number, Credit Account Name, Order Type, Transaction Type, Order Frequency, Start Date, End Date, Status, and Is Force Debit
3. Click **Apply**

> :pushpin:Click **Reset Filter** to clear all applied filters and return to the full list.

## **Exporting Records**

To export the standing order records:

1. Click the **Export** button at the top right of the page
2. Select your preferred format: **CSV** or **Excel**