Transaction Details

Selecting an individual transaction opens a dialog that displays the following details of the transaction:

• Transaction description and amount
• Images of cleared check (if applicable) – Select Download to view images in high resolution.
• Transaction date
• Posted date
• Resulting balance
• Account
• Transaction Type
• Description – For posted ACH transactions, this includes information added in the “Memo” field for the initiated transfer.

Perform the following actions on 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 transaction. Use this to view images (such as check images) in high resolution. 
• Notes – Add a note about the transaction for personal reference. These notes also allow finding 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.