Transactions
Navigation
Section titled “Navigation”When arriving at the RCC —>Transactions page, a large dashboard of transactions can be seen as well as a lot of filtering criteria.
Sorting criteria are as follows:
- Flex ID
- Receiving Date
- First Name
- Last Name
- $ Amount
- Status
- Reason
- Your Reference #
- Send Date
- Check Date
- Settlement Date
- Returned Date
The items viewed per page can be adjusted in the bottom-right corner of the page, allowing for more transactions to be seen at the same time.
Located in the bottom-left corner are transaction total summaries, one for debit and one for credit.
Searching
Section titled “Searching”Near the top of the window, different search filters can also be applied such as:
- A text filter (for all text based searches)
- Date range (for effective, received, returned, send, settled)
- Item status
- Item ID
- Flex Item ID
By clicking on the filter dropdown menu titled: “more,” other filtering options can be found.
These include:
- Routing #
- Account #
- Your Reference #
- Flex Batch ID
- Amount Min
- Amount Max
- Return reason
- States
- Late return?
Exporting
Section titled “Exporting”The list may be exported by clicking the download icon located in the top-right corner:
See icon reference below: