View current day transaction information

Procedure

1. On the main menu, select Accounts, and in the Manage Accounts section, select Current Day. The Current Day Balances page appears.

2. To view the current day's transactions for the account, click the Reference Text icon in the View Details column.

   The Current Day Transactions page displays all debits and credits for the account for the current day.

   Note: Your company is configured for real-time updates, the system performs a real-time update at this time to retrieve transaction detail for the selected account.

3. To view details for any listed transaction, click the Reference Text icon in the Transaction Detail column. The Transaction Detail overlay displays a data summary.

   Tip: Click the Clipboard icon to copy the details to your clipboard.

   Note: Click the Back button at the bottom of the page to return to the Current Day Balances page. Do not use the browser's Back button. If the list of transactions is long, you may need to scroll down to see the Back button, using the page's scroll bar, not the browser's.