Transactions
The Transactions page provides you with quick access to ACH Activity and Transactions.
On the Transactions tile:
- Use Add Filter to customize the range of transactions by Date Range, Transaction Code, Amount, or Check Number, and select Apply filters.
- Use to view a predefined range of transactions or use Select Year to view all transactions for a specific calendar year. Up to 8 years before the Prior Year appears.
- Use Export to download groups of 250 transactions into a .csv file.
- Use the Details and Reversals buttons when researching more specific transaction information.
- Use the Show Presentments and Adjustments link in the Description column to view presentment and adjustment details on Savings and Certificate of Deposit accounts.