Checking Your Account Transfer History

The Transfer History page displays both Same Currency and Cross Currency account transfers. Statuses you may opt to view include accepted, rejected, future dated, sent and unknown. The exception is that Cross Currency Transfers cannot be future dated.

Navigate to Payments in the main menu and select the Account Transfers sub-menu, and then select Transfer History.

Review: Using the form, search for the transfers you would like to review:

1. Select a specific status from the drop menu, if that will help you
2. Select an account from the next drop menu, if that will help too
3. Then you must enter a date, either choose a pre-set range from the drop menu, or enter a specific date range using the calendar fields
4. Click the “View” button to display your search results below
5. View a Transfer by clicking its Account Number link in the From Account column—a modal window of details will appear
6. You may print the details from this modal window, if you choose

Report: Click the “Report” button to generate a report of your Transfer History in the format set up in your User Profile (found within the Administration menu). You will be prompted with your browser’s File Download dialogue box and prompted to Open, Save or Cancel.

• Same Currency Account Transfers
• Cross Currency Account Transfers
• View Details, Print or Delete a Transfer
• Related Tutorial Videos