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This screen displays further information about your accounts.
Select the account by using the drop down list at the top of the screen.
The Account Name is displayed and the recent transactions displayed.
By selecting "AccountDetails" the following extra information is displayed:
- the Account Number
- the Account Balance
- the Available Balance
- Additional information on your account
and the following actions are available for the account:
- Rename - Pressing the Rename button allows you to personalise the name
of your account. The new name you provide will appear
as the account name during your internet banking sessions. It will not appear on your
statements.
- Send Message - Pressing the Send Message button allows you to send an
account-based request via your internet banking session. For example using an
account-based request you could order a new cheque book or
replacement card.
Transactions Search
This section of the screen allows you to enter search criteria and list transactions for the selected account.
The Date Range drop down selection box allows you to either select a predefined
set of transactions, say from your last statement or alternatively
specify the exact dates that you wish to see. The full set of
options includes:
- Since last statement (default)
- For the last week
- For the last fortnight
- For the last month
- For the last 3 months
- For the last 6 months
- For a specifed range
Where you specify that you wish to see "For a specifed range",
Internet Banking will respond by enabling the Start Date and End Date
pair of date fields. Enter the date range that you wish to see in those two fields.
Further search options can be displayed by pressing the "Advanced Search" button.
To refine your search you can enter an Amount Range. There are two fields to be
entered for the Amount Range a "From" and "To" amount. These fields are optional
so if no value is entered in them the list will return the entire Amount Range.
To refine your search even further you can enter Search for Text where any text entered
here will only return results where this text is found. For example you may enter the name of a
specific payee that will only return transactions for this payee.
Once you are satisfied with your search criteria press the
Search button and the Transaction List will be presented with the resultant set of
transactions.
Transaction List Area
The Transaction List shows the transaction Date, Description, Debit or Credit amount and the account Balance.
The following actions can be performed on the transaction list:
Export Viewed
Pressing "Export Viewed" opens up a new page
providing a number of download options. This option enables you to
export to your accounting package or spreadsheet package if you use
such a software package. The transactions that will be exported are only the ones that have
been viewed in the transaction list by pressing the "Next" button.
Export All
Pressing "Export All" opens up a new page
providing a number of download options. This option enables you to
export to your accounting package or spreadsheet package if you use
such a software package. The transactions that will be exported are all the transactions that
meet the search criteria entered on the previous page.
Print
Pressing "Print" opens up your
standard print window allowing you to select your printer and print
the the list as it is displayed on the screen.
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