View Transaction History

View Transaction History

From the Customer Overview page, select “Transaction History” from the menu.  Select the desired account to view in the “Account Number” field, and select the date range.

Figure 3.14 – View Transaction History

The transaction history of any account type can be viewed, including all deposit account types and all loan account types.  Based on the start and end date of the search, a graph is presented that shows the balance of the account across a timeline.  Each transaction is plotted on the chart as a dot, and the user can view the details of the transaction by mouse-ing over the dot.  The transactions are listed below the graph in reverse chronological order with the most recent transaction on top.  Filters for 4 different transaction type groups are provided to enable the user to show or hide the transaction type groups.

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