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Find the customer whose transactions you want to review.
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In the blue pane, locate the account, then click Financial.
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On the Financial Transactions page, click Advanced.
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Enter your search criteria, then click Apply.
|
Field |
Description |
|---|---|
|
Transaction type |
For example, Bank Deposit, Bank Withdrawal, Transaction Fee, Customer Transfer. |
|
TXN ID |
Internal ID of the financial transaction |
|
External Reference ID |
External ID of the financial transaction. Only applies to third-party transactions such as POLi. |
|
Amount from
|
Amount range in cents. You can use the slider to enter the amount up to which you want to search. |
|
Date From
|
Date range you want to search |
|
Include Interest And Tax Transactions |
Select the checkbox if you want the search results to include interest and withholding tax transactions. |
The search results are displayed.
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Click
The transaction expands.