The Activity tab shows transactions posted to this bank account. You can:
Search for transactions by reference or value
View transactions between a specified date range
Select Filters to view certain transaction types by choosing the relevant option from the Type dropdown list
View or edit details of receipts and payments. To do this select the relevant receipt or payment
View if the transactions appear cleared or reconciled
You can use the Action Toolbar to print, email or export the bank transaction list. You can also use the Action Toolbar to delete a transaction.
TIP:
The Action Toolbar appears when you select one or more of your transactions.
Select the checkbox next to the required transaction.
TIP:
To select all transactions, select the checkbox at the top left-hand corner of the grid.
Select the option that you want to use:
Print
Email
CSV
PDF
Delete
View bank activity in chronological order
When viewing your bank activity, it’s sometimes useful to have it arranged chronologically.
To put your bank account activity in date order, select the Date column heading at the top of the transaction list on the Activity tab. This will display the oldest transactions first. Select the heading again to reverse this order.
