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Home Page: Account Details Overview
A.
On the Home page, you can click on an account name to view the Account
Details screen. You can also click the right side of an account card and click
the
View Activity
button.
B.
You can find transactions within that account using the search bar.
C.
Transactions can be sorted by time, type, amount or check number.
Click the “Show filters” for more options.
D.
You can print a list of transactions by clicking the
icon.
E.
The icon indicates how the Date, Description and Amount columns
are sorted.
F.
You can view more details about a transaction by clicking on it.