Table of Contents

Search Account History

  1. Open the Details module for the account you plan to search.
  2. Under More, select Search History.

  3. On the Search History page, select or type the Transaction Date Range.
  4. Select Search History.

  5. To view additional details, click on the search result once, and details will appear in a pop-up window. Toggle between Transaction and Detail as needed.

     

View History for each account can also be accessed under the More menu.