10 Transactions

Customers can track the transactions taking place in their accounts. This feature enables customers to view the details of all the transactions performed in their deposit accounts. All the debit and credit entries along with each transaction amount and reference details are displayed.

Using the Manage Columns feature, bankcan configure and enable customizable UI display/download option for the end users. Using this feature, users can personalize the information to be displayed/downloaded from search grid displayed on the screen.

By clicking on ‘Manage Columns’ option available on the screen, user can

  • Rearrange columns
  • Remove specific columns.

Note:

  1. The downloaded report will have the same columns as displayed on the UI as per user preference as well as there will also be an option to modify the column selection while downloading.
  2. The column preferences setup by the user will be saved for future reference i.e. in case the user revisits this screen, the preferred columns will only be displayed in the table.

The user can also navigate to other deposit account statement related screens from the More Actions menu provided on the screen.

Customers can also undertake the following from the More Actions menu:

  • Request for Statements –The customerwill be able to define the period for which he/she requires to receive statements at his/her registered address.
  • Download Pre-Generated Statements – The customer can view /download the pre-generated statements for the selected period.
  • Subscribe for E-Statements – The customer can opts to subscribe for e-statements, he/she will receive monthly e-statements on his/her registered email address.

Navigation Path:

From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Deposits tab, and then click Deposits Account Number. From the Deposits Details page, click on the Show all transactions link under Recent Transaction section

OR

From the Search bar, type Term Deposits – Transactionsand press Enter

OR

On the Dashboard, click Overview widget, click Term Deposits card, then click Deposits Account Number. From the  Deposits Details page, click on the Show all transactions link under Recent Transaction section

To view transactions:

  1. Navigate to one of the above paths.
    The Transactions screen appears.

    Figure 10-1 Transactions – View Transactions


    Description of Figure 10-1 follows
    Description of "Figure 10-1 Transactions – View Transactions"

    Figure 10-2 Transactions – Filter Criteria


    Description of Figure 10-2 follows
    Description of "Figure 10-2 Transactions – Filter Criteria"

    Table 10-1 Field Description

    Field Name Description
    Deposit Account Select an account of which you wish to view transactions.
    Transaction Type The type of transaction performed, i.e. if it was a debit or credit transaction.
    Transaction Date Date on which the activity was performed.
    Description Short description of the transaction.
    Reference Number Reference number of the transaction.
    Amount The transaction amount.
    Filter Criteria
    View Options

    Filters to view the transactions of a specific period.

    The options are:

    • Current Month
    • Current Day
    • Previous Day
    • Previous Month
    • Current Month &Previous Month
    • Previous Quarter
    • Date Range
    • Last 10 Transactions
    Transaction Filters to view the transactions based on description.

    The options are:

    • All
    • Credits Only
    • Debits Only
    From Date – To Date

    Specify the period for which you wish to view transactions. Search will be based on the transaction date range.

    These fields will be displayed only if you have selected the option Date Range from the View Options list.

    Amount The specific transaction amount matching to which you wish to view transactions.
    Reference Number Reference number of the transaction.
  2. Click filter criteria change filter criteria.
    The Filter overlay screen appears. Based on the defined criteria you can view transactions.
  3. From the View Options list, select the desired transaction period.
    1. If the option Date Range has been selected in the View Options list, specify the date range in the From Date and To Date fields.
  4. From the Transaction list, select the types of transactions to be displayed i.e. either debit or credit or all transactions.
  5. In the Amount field, enter the specific transaction amount matching to which you wish to view transactions.
  6. In the Reference Number field, enter a transaction reference number if you wish to view a specific transaction record.
  7. Click Apply to view transactions based on the defined criteria..
    OR

    Click Reset to clear the details entered.

  8. Click on the
    download

     icon to download the records in CSV & PDF format.

    OR

    Click on the manage columns icon to setup a column preference by rearranging or removing columns

    OR

    Click on the More Actions menu to access other Current and Savings account statement related transactions.

    The following actions can also be performed in the screen: