Documentation | User Guide

Documentation | User Guide

Display bank transactions

This part of the guide explains how to display a bank transaction.

Step 1 - Go to the page Bank Interface Transactions

  1. Go to the Interface module;
  2. Choose the Bank option;
  3. Click the Bank Interface Transactions menu. This action opens the Bank Interface Transactions page (508:2001);

Step 2 - Display bank transaction

  1. Go to the Search Criteria section;
  2. Complete the required fields;
  3. Click the Refresh button. This action refreshes the page and displays the list of bank transactions in the lower section;
  4. Find the bank transaction to display;
  5. Click the edit icon of the transaction subject of the request. This action opens the pop-up window Bank Transaction.