Urban Partnership Treasury Online Banking eGuide

Transactions

Activity Center

The Activity Center shows transaction activity initiated through upbAnywhere with Urban Partnership Bank. Depending on the type of account and access, you can review, approve and cancel unprocessed transactions. Whether single or recurring transactions, you can view debits/credits and verify the status, type, amount, account and date of your online activity.

To View Online Activity:

Click on the Activity Center tab. 1. You can choose to view Single

Transactions , Recurring Transactions , or Deposited Checks by clicking on the appropriate tab at the top. 2. Click on a transaction to view more details. 3. Click Show Filters for additional sorting options. 4. Select Actions to perform additional functions like to Copy a transaction or choose Inquire to compose a secure message to <>.

Treasury customers can easily view status and ownership as well as the process workflow for each transaction.

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