5 / 90
5
bylinebank
.com
Account History
From the Account History screen, you can search and view your recent
transactions in greater detail. You may begin with the Dashboard screen
or use the menu.
Path:
Reports >> Balance Reporting >> Account History
1
The upper panel on the next screen
allows you to enter search criteria to
explore your transactions. Simply
enter the date range, category, the
account, account type, as well as
the amount and check number range
(From and To). Click
Submit
to enter
and reveal your search criteria.
2
Click “
+
” or “
–
” to expand or collapse
account details or click
Expand
All
or
Collapse All
located in the
upper right side of this panel.
3
Use the buttons displayed to
either save account information as
a “Favorites” or frequently used,
export the information into another
electronic format or print the page.