{"id":29443,"date":"2026-10-28T11:24:19","date_gmt":"2026-10-28T11:24:19","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29443"},"modified":"2026-10-28T11:24:35","modified_gmt":"2026-10-28T11:24:35","slug":"how-can-i-check-mandate-details-and-approval-status-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-check-mandate-details-and-approval-status-on-the-partner-portal\/","title":{"rendered":"How can I check mandate details and approval status on the Partner Portal?"},"content":{"rendered":"\n<p>Mandate Details lists every mandate set up for your clients, with its type and approval status.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Track &gt; Mandate Details<\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>Click Track in the left menu and open Mandate Details.<\/li><li>See Total Mandates, Approved Mandates, Rejected Mandates and clients Without Mandate on the cards at the top.<\/li><li>Filter by SIP Type (SIP, OTM, UPI or SmartSIP mandate), Mandate Status (Approved, Pending or Rejected) and date range, then click Apply.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-41.png\" alt=\"\" class=\"wp-image-29445\" width=\"606\" height=\"412\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-41.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-41-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-41-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-41-320x217.png 320w\" sizes=\"(max-width: 606px) 100vw, 606px\" \/><\/figure><\/div>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3027],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29443"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29443"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29443\/revisions"}],"predecessor-version":[{"id":29447,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29443\/revisions\/29447"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29443"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29443"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29443"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}