Transaction Details

Selecting an individual transaction opens a dialog that displays the transaction's details. The following fields apply to posted transactions, unless specified below that they apply to pending transactions:

• Transaction title  – The transaction description taken from the core, and the dollar amount; also shows for pending transactions

• Images of cleared check (if applicable) – Select Download to view images in high resolution

• Transaction date – The date the transaction occurred; also shows for pending transactions

• Posted date – The date the transaction was posted

• Resulting balance – The resulting balance after the posted transaction

• Account – The account corresponding to the transaction; also shows for pending transactions 

• Transaction Type – The type of transaction; there are several possible types, including "Cleared Check," "Branch Transfer Withdrawal," "Dividend," or "Fee."

• Description – For posted ACH transactions, this includes information added in the “Memo” field for the initiated transfer. For pending transactions, this displays the transaction title.

Actions

Users can perform the following actions in the transaction detail dialog:

• Add Tags – Add tags to a transaction to easily find it later when performing a keyword search or setting transaction alerts. For more information on searching, go to Search and Filter Transactions. For more information on transaction alerts, go to Alerts & Security.

• Download – Automatically download a PDF of the specific transaction. Use this to view check images in high resolution. To download the complete transaction history for an account, go to Download Transaction History.

• Notes – Add a note about the transaction for personal reference. These notes also help find transactions later when performing a keyword search. For more information on searching, go to Search and Filter Transactions.

• Report an Issue – Select Report an issue to contact the financial institution about the transaction. Note: Report an Issue is only available for settled transactions, not pending transactions. A dialog appears to enter a subject, type a message, select the team to direct the message to (if applicable), and attach supporting files. Select Submit to send the message.

To set up support teams that users can direct messages to, go to Manage Support Teams. For more information on messaging and customizing the messaging dialog, go to Secure Messages.