Search for transactions

Procedure

1. On the main menu, select Accounts, and in the Manage Accounts section, select Account Activity. The Account Activity page appears.

2. From the Account list, select the account, and then click Update. The transaction lists show the transactions for the selected account.

3. From the Search on field, select your preferred search option, define the search criteria, and then click Search. The transactions lists display the information based on the defined search criteria.

   Date

   Search account activity based on a defined date or date range

   Enter the From and To dates.

   Check Number

   Search for a single check or a range of check numbers

   Enter the range in the From and To fields.

   Note:

   • To search for a single check, enter the number in the From field and leave the To field empty.
   • This search does not search for scheduled transactions.

   Keyword

   Search based on a partial or whole word

   For example: The keyword authorize will return all transactions that include the text "authorize", including authorized and preauthorized.

   The information in the Transaction and Description columns are included in the search.

   Note: The keyword search does not search for scheduled transactions.

   Enter the word or phrase in the Keyword field.

   Amounts

   Search based on a debit or credit amount range

   Enter the From and To amount range. Select either Credit or Debit.

   Note:

   • Both From and To fields are required.
   • This search does not search for scheduled transactions.

   Credits by Date

   Search credit transactions based on a defined date range

   Enter the From and To dates.

   Note:

   • Both From and To fields are required.
   • This search does not search for scheduled transactions.

   Debits by Date

   Search debit transactions based on a defined date range

   Enter the From and To dates.

   Note:

   • Both From and To fields are required.
   • This search does not search for scheduled transactions.