This topic provides the systematic instructions for the users to view, and download all the transactions posted to the current account and saving accounts for a particular date range or last n transactions.

1. On the Homepage, from Account Services, under Inquiry, click Account Transactions, or specify the Account Transaction Inquiry in the Search icon bar.
   Account Transactionsscreen is displayed.

   Figure 13-3 Account Transactions

   
   Description of "Figure 13-3 Account Transactions"
2. On Account Transactions screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 13-3 Account Transactions - Field Description

   Field	Description
   Search by	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Search Transactions	This section displays the fields to perform the search.
   Transaction Type	Select the type of transactions to be searched. The options are: Debits & Credits Debits Credits
   Search Type	Select the search type for the transaction. The options are: Data Range Current Month Current Month Plus Previous Month Current Month Plus Previous 3 Month Current Month Plus Previous 6 Month Last Number of Transactions
   Date Range	Select or specify the from and to date for fetching the transaction details. Note: This field is displayed if you select Date Range from the Search Type field.
   Last Number of Transactions	Select or specify the last number of the transaction to be fetched. Note: This field is displayed if you select Last Number of Transactions from the Search Type field.
   Transactional Details	This section displays the transaction details for the account selected. Note: You can click the icon to view only the selected transaction details.
   Filter	Specify a value to filter the details as required.
   Transaction Date	Displays the date of the transaction.
   Reference Number	Displays the transaction's reference number.
   Transaction Description	Displays the description for the transaction.
   Instrument Number	Displays the instrument number used for the transaction.
   Value Date	Displays the value date of the transaction.
   Debit Amount	Displays the transaction's debit amount.
   Credit Amount	Displays the transaction's credit amount.
   Running Balance	Displays the current running balance of the transaction.
   Details	Displays the icon to view more details of the transaction. For more information, refer View Details.

   To view more transaction details:

   1. Click the icon from the Details field.

      The Account Transfer section is displayed.

      Figure 13-4 View Details

      
      Description of "Figure 13-4 View Details"

      For more information on fields, refer to the field description table.

      Table 13-4 Account Transfer - Field Description

      Field	Description
      Account Transfer	This section displays the account transfer details. The transaction number is displayed below the section header.
      Transaction Date	Displays the date when the transaction was performed.
      Value Date	Displays the value date of the transaction.
      Transaction Branch	Displays the branch code where the transaction was performed.
      Instrument Number	Displays the instrument number used for the transaction.
      Account Branch	Displays the name of the account branch.
      Account Number	Displays the transaction account number.
      Account Name	Displays the account name of the transaction.
      Account Currency	Displays the transaction account currency.
      Debit/Credit	Displays whether the transaction of debit or credit type.
      Local Currency Amount	Displays the local currency amount of the transaction.
      Foreign Currency Amount	Displays the foreign currency amount of the transaction.
      Exchange Rate	Displays the exchange rate of the transaction.
      Audit Details	This section displays the audit details.
      Authorized	Displays whether the transaction is authorized.
      Maker	Displays the name of the maker along with the date and time.
      Checker	Displays the name of the checker along with the date and time.
      Source Code	Displays the source code for the transaction.

   2. Click OK.