How to Search and View Transactions for a Checking Account

From the Checking Accounts screen select an account and then click the Show Transactions button, , in the toolbar.

Note: Double-clicking a checking account will simply open the checking account information record and this does not include transactions.

The Show Transactions button in the toolbar of the Checking Accounts screen will show the last 4 months of transactions for the selected account. For transactions older than 4 months use the Advanced Find search criteria.

Use the sort and filtering options in the columns header to refine the current search results. For more information about how to use this feature please see the Filtering and Sorting Browse Screens section the article Tour RFMS NEXT.

Search Criteria

The default search for the transactions screen is Register List set to include All.

To adjust this search, click the red search button, , (It'll read Register List for the default search setting).

Switch the search criteria to Advanced Find. Enter your search criteria and select Apply to run the search.  Selecting Reset will revert the search criteria to the default.

How to Download and Print Transactions

After running a search and using the sort/filter options you can download a CSV file of the current search results by selecting the Download button in the toolbar.

The Print button will print the current list of results. It is recommended that landscape mode is chosen to accommodate the number of columns.