Transfer History

  1. Date: Click Date to sort the transfers by date
  2. Add Filter: Allows you to enter a specific date range that you wish to view. You will see the box below.

  3. Input the dates for the range desired. Select OK to only see the items in that date range, Cancel to stop the request and return, or Clear to clear all dates.
  4. From: Defines which account the transfer is being made from. You can sort by using the drop-down arrow either by all, or by an account listed.
  5. To: Defines which account the transfer is being made to. You can sort by using the drop-down arrow either by all, or by an account listed.
  6. Amount: The dollar amount of the transfer that was made. You can sort by clicking on amount. This will allow you to sort greatest to least or least to greatest.
  7. Add Filter: Allows you to input a specific dollar amount range that you wish to view. You will see the box below.

    Input the specific amount for the range desired. Select OK to only see the items in that range, Cancel to stop the request and return, or Clear to clear all amounts.

  8. Type: The type of transfer that was made. You can sort by clicking on type or you can sort by using this drop-down box either by all, or a specific type listed.
  9. Status: Allows you to sort by status, either all, confirmed, processed or unable to complete by clicking on the drop-down arrow.
  10. Conf #: Displays the confirmation number of that specific transfer. You can also key in a confirmation number in the blank field to search for that specific transfer. Confirmation numbers are also sortable by clicking on Conf #.
  11. Desc: The description entered when the transfer was set up. You can click Add Filter at the top of this column to search by exact description.
  12. Display Options:
    • Directional Arrows – page numbers are displayed and current page is highlighted. Redirect or select the first page, last page, next page or previous page by choosing the appropriate arrows. Or, you may select the page number desired from the list of pages.
    • Transactions per page – The current number of transactions per page is displayed. Options to display 10, 50, 100 or all are available.
    • Summary – Displays current page number displayed (out of total available) and the number of transactions displayed (out of total available)