SAMPLE - DYNAMIC PLUS (Q2) Retail User Guide

Transactions

Account Details

It is easy to see recent and pending transactions for each account. Simply click on the account name on the Allegiance Bank Online Home page. The credits appear in green and the debits appear in red.

To View Account Details:

From the Home page , Click on the account for which you would like more information. 1. The top of this screen shows you an overview of this account. 2. You can organize your view by date, description or amount by clicking the column header. 3. If you choose to Show Filters , you will be able to filter out certain transactions to view, export or print. 4. Once you’ve made your selections, click Apply Filters . 5. Once you have filtered the transactions that you would like to print, click Print . Or you can choose to Export your selection and save on your computer or device. 6. Looking for a specific transaction? You can also search transaction descriptions.

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