Monday, January 19, 2015

How To View a Bank’s Transaction Activity

1. From the Bank Record window, click the Activity tab. The activity information appears, showing the transactions that have been made to your selected account. You cannot edit this. 2. Each transaction is listed for the selected bank account, one line per transaction. Each line is made up of one or more individual items. To see these items, double-click on the transaction to see its ’ component parts. The following fields are displayed: No, Tp, Date, Ref, Details, Debit/Credit, R To change the range of transactions that are shown, click Range. Choose the Tidy List button to clear all sub-items from view. 3. To exit the Bank Record and return to the main Bank Accounts window, click Close.

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