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## 2.5.2 View Transaction Details

User can view the transactions that are initiated by user and the system in this screen.

To view the transaction details:

Note:

The fields marked as Required are mandatory.

1. On the Homepage, from Retail Lending Services mega menu, under Accounts, click Transaction View & Reversal. User can also open the screen by specifying Transaction View & Reversal in the search icon bar and selecting the screen.
   The Transaction View & Reversal screen is displayed.

   Description of the illustration transaction-view-and-reversal.png

2. Select the appropriate option from the Search by field.
3. Perform the required action, based on the option selected from the Search by field.
   The Search and Transactions sections are displayed.

   Description of the illustration transaction-view-and-reversal_data.png

4. By default, the Transactions section displays the last 10 transactions performed on the account. If the section does not display the transactions user searching for, perform the following steps:
   1. From the Search section, select or specify required search criteria.
   2. Click Search.
      The required transactions are displayed in the Transactions section.
5. On the Transaction View & Reversal screen, view the details of the transaction. For more information on fields, refer to field description table below:

   Table 2-25 Transaction View & Reversal – Field Description

   Field | Description
   --- | ---
   Search by | Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Search | This section displays the search options, which can be used to search the required transactions of the account.
   Search Type | Select the search type based on which the search is to be performed. The options are: Last 10 Transactions Last Month Last 2 Months Last 3 Months Date Range
   Date Range | Specify or select the date range for viewing the transaction. Note: This field is displayed and enabled, if user select the Date Range from the Search Type field. The from date should be greater than the loan account creation date. The To date should be lesser than the current system date.
   Amount Range | Specify the amount range to search and view the transactions within the specified amount range.
   Transactions | This section displays the fetched transaction details of the account. Note: By default, the Transaction section displays the last 10 transactions of the account. User can filter the transaction by entering the transaction details in the field provided in this section. As users specify a value in the field, the details in the table are filtered, and displayed.
   Show Accruals | Switch to to view the accrual transactions of the account. Switch to to hide the accrual transactions of the account.
   Transaction Date & Time | Displays the date and time when the transaction was performed.
   Value Date | Displays the value date of the transaction.
   Event | Displays the event description.
   Amount | Displays the transaction amount.
   Reversed | Displays whether the transaction is reversed.
   Action | Click the icon to view more details of the transaction. For more information, refer the Perform Reversal of Transaction.

Parent topic: Transaction View & Reversal