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Viewing CASA Account Transaction Information

The CASA Account Transactions are not stored in Siebel Finance. CASA account transactions data is displayed using VBCs. One account can have multiple account transactions; the list applet is used to display account transactions information in Siebel Finance.

To view CASA account transaction information

1. Navigate to the Financial Accounts screen, then the Financial Accounts List view.
2. In the Financial Accounts list, drill down on the financial account with Type as CASA.
3. Click the CASA view tab and then the Account Transactions link.

Refreshing CASA Account Transaction

Use the following procedure to refresh CASA account transactions.

To refresh CASA account transactions

1. Navigate to the Financial Accounts screen, then the Financial Accounts List view.
2. In the Financial Accounts list, drill down on the financial account with Type as CASA.
3. Click the CASA view tab and then the More Info view.
4. Click the Refresh button, then the Account Transactions link.