2.9.1 View Transaction Details

You can view the transactions that are initiated by you and the system in this screen.

To view the transaction details:

Note:

The fields marked as Required are mandatory.

1. On the Homepage, from Loan Service mega menu, under Accounts, click Transaction View & Reversal. You 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. On the Transaction View & Reversal screen, click the icon or specify the account number in the Account Number field, and press Tab or Enter. For more information on search, refer Fetch Account Number.
   The Search and Transactions sections are displayed.

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

3. By default, the Transactions section displays the last 10 transactions performed on the account. If the section does not display the transactions you 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.
4. On the Transaction View & Reversal screen, view the details of the transaction. For more information on fields, refer to field description table below:

   Table 2-35 Transaction View & Reversal – Field Description

   Field	Description
   Account Number	Click the icon and select the account number or specify the account number to view the transaction details and perform if required perform the reversal. Note: As you specify the account number, the name of the account holder appears next to the account number.
   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 you 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. You can filter the transaction by entering the transaction details in the field provided in this section. As you 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.