Business Admin User Guide_Company Use

Admin User Guide

2. In the Account Balance Summary section, click on the View Details link next to Balance .

3. The Transaction Details page is displayed. You can search for transactions to limit the number appearing in the grid.

The table below describes the information shown on the Transaction Details page:

Service Request Type

Description

The account that the transaction was made on. The date the transaction posted to the account.

Originating Account

Posting Date

The date of the transaction. A description of the transaction. The category of the transaction.

Trans Date

Description

Categories

A unique ID number for the transaction.

Reference

The amount of the transaction.

Amount

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