11.2 Account Transactions

This topic provides the systematic instructions for the users to view, and download all the transactions posted to the current account and saving accounts for a particular date range or last n transactions.

1. On the Homepage, from Account Services, under Inquiry, click Account Transactions, or specify the Account Transaction Inquiry in the Search icon bar.
   Account Transactionsscreen is displayed.

   Note:

   The fields which are marked in asterisk blue are mandatory.

   Figure 11-3 Account Transactions

   
   Description of "Figure 11-3 Account Transactions"
2. On Account Transactions screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 11-3 Account Transactions - Field Description

   Field	Description
   Account Number	Enter the Account Number or click the search icon to view the Account Number pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Account Number by providing Customer ID, Account Number, or Account Name and click Fetch. Note: The Account Name is displayed adjacent to this field as the account number is selected.
   Transaction Type	User can view all the transactions posted to the current account and saving account with the below transaction type: Debits & Credits Debits Credits
   Search Type	The Users can select the search type. The below list of values is available: Data Range Last 2 months Last 3 months Last number of transactions
   Date Range	This option will be available, if the user selects the search type as Date Range. Click on the Calender and specify the From date and To date for the account transactions. Note: To Date cannot less than From Date. Click Search. Post the inputs, the Account Transaction can be viewed.
   Last Number of Transactions	This option will be displayed if the user selects search type as Last number of Transactions. Users can search the account transactions for the last n transactions. Click Search. Post the inputs, the Account Transaction can be viewed.
   Transactional Details	This field displays the transaction details for the account selected. The following transaction details can be searched and sorted: Transaction Date Reference Number Transaction Description Cheque Number Value Date Debit Amount Credit Amount Running Balance
   Filter	Specify a value to filter the details as required.