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Introduction |
The search option is available as a collapsed screen in Deposit Account transaction history screen itself. If you want to search the transactions based on any of the search criteria, click the search icon to open the search criteria on an overlay screen. |
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What you can do |
The table below provides a brief description of the data that should be entered on the screen and the functions you can perform: |
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Field |
Description |
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Note: You can select either search based on date range or based on the transaction period. |
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Date From - To |
Enter the date range between which you want to search the transactions. |
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Transactions For |
Select the appropriate value from the drop-down list and select the period for which the transaction history is sought. Valid Values: Last 1 Month Last 2 Month Today |
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Amount From - To |
Enter the amount range between which the transaction history is sought. |
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Instrument ID From - To |
Enter the instrument ID range between which the transaction history is sought. |
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Amount Type |
Select the appropriate value from the drop-down list to view either only credit transactions or only debit transactions. Valid Values: Credit Debit |
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Category |
Select the category from the drop-down list based on which the transaction history will be displayed. |
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Template Action |
Make the search criteria as a template. Valid Values: Save Template Delete Template Note: Click OK after selecting the appropriate value from the drop-down list. |
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