View or edit transaction detail

About this task

Depending on the transaction status and whether you have permissions to edit the transaction, you can either edit or view the transaction detail for transaction listed on the Account Activity page.

Procedure

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

  2. In the transaction column, click the transaction link for the transaction you would like to view or edit.

    • If the transaction is scheduled, has not cleared and you have permission to edit the transaction type, the edit page for the transaction is displayed.

    • If the transaction is cleared, in process or you do not have the permissions to edit the transaction, the Transaction Details page appears.

Parent topic: Account activity