The calendar displays reminders, pending payments, and payment history based upon the desired date range.

The Calendar has two views, Calendar and List. It defaults to display the current month in calendar view.

Calendar View:

A key at the bottom of the screen defines the different colors on the screen; items in white are payment history, items in green are pending or scheduled payments, and items in blue are reminders.

For payments (scheduled or history), the amount displayed on a specific date is a total dollar amount for that date. Additionally, the number in the parenthesis represents the number of payments that make up the amount.

The number in parenthesis for reminders represents the number of reminders for that date.

Hover over a dollar amount to see a snapshot of the payments for that date. The payee nickname and payment amount are shown in the tooltip.

When hovering over a reminder, the subject of the reminder is displayed in the tooltip.

Click on a dollar amount or reminder to see more details on the items for that date.

Payments:

Clicking on a dollar amount will display a popup that gives more details on the payments for that date. The window displays the payee nickname, source, processing date, due date, status, confirmation number, and amount.

Sort any of the columns in ascending or descending order by clicking on the column headings.

Reminders:

Clicking on the word "Reminder" will display a popup that gives more details on the reminders for that date. The window displays the payee nickname, date, subject, and memo.

Sort any of the columns in ascending or descending order by clicking on the column headings.

Navigate to different months by clicking the arrow heads to the right or left of the month and year or can click on the month/year to select a specific month/year.

Up to 18 months of history or 11 months of future transactions are available.

List View:

Clicking on List will display the calendar in a listing. This view also defaults to the current month.

The list view of the calendar displays the payee nickname, source, processing date, due date, item type, status, confirmation number, amount, and frequency for all payments. Payee nickname, due date, item type, subject, and frequency are displayed for all reminders.

Sort the Payee Nickname, Proc Date/Due Date, and Item Type columns in ascending or descending order by clicking on the column heading. The processing date/due date column will use the due date when sorting.

Click on a reminder subject to view the reminder message if the reminder contains one.

You can also sort by payee nickname or item type by clicking on the corresponding dropdown and choosing one of the options listed. Both dropdowns will only list options that pertain to one of the items listed. The dropdowns can be used together in order to narrow down the information displayed.

View different date ranges when in list view by clicking on This Month to display a dropdown to display items for next month, this month, last month, or a specific date range.

Last Month:

Next Month:

Date Range:

Type in a date or can click on either of the calendar icons to select a date.

Up to 18 months of history or 11 months of future transactions are available.

Entering a date beyond the 18 month backward/11 month forward availability will display a message requesting a valid date range. This message will also displayed if you search without entering a date range.

All items for the selected date range may be exported to an Excel, .csv, PDF, or Word file.