Urban Partnership Treasury Online Banking eGuide

Transactions

Account Details

Need to see recent and pending transactions for an account. Simply click on the account for which you would like more information. The top of this new screen shows an overview; the bottom shows transactions.

To View Account Details:

1. You can organize your transactions view by date, description or transaction amount by clicking the column header. 2. If you click on the description of a specific transaction, you can then print or Ask about transaction where you can compose a secure message. 3. If you choose to Show Filters , you will be able to sort out particular transactions to view, export or print. 4. Once you’ve made your selections, click Apply Filters . 5. You can then choose to click Print . 6. You could Export your filtered selection to then save on your computer or device.

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