Introduction |
The search option is available as a collapsed page in Operative 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 in an overlay screen. |
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: |
Field |
Description |
Note: User can select either search based on date range or based on the transaction period or last N transaction. |
|
Date From - To |
Enter the date range between which you want to search the transactions. |
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 |
Amount From - To |
Enter the amount range between which the transaction history is sought. |
Last N Transactions |
Enter the number to list the account for last 'n' number of transaction. Note: The maximum number of transaction listing is set by the bank. |
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 |
Description |
Enter the transaction remarks for listing the transactions. |
Instrument ID (From-To) |
Enter the range of the instrument or cheque numbers whose records have to be retrieved. |
Category |
Select the category from the drop-down list based on which the transaction history will be displayed. |
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. |
Click |
To |
Search |
Search the accounts based on the criteria. |
Clear |
Clear the data specified. |