Account transactions

Search account transactions

  1. Open the account view page.

  2. From the content menu, choose the Account statement option.

  3. Fill in the search parameters > click the Search button.

  4. To view transaction details, click on the Technical ID number of the transaction.

View transaction details

  1. Find the necessary transaction.

  2. Click on the transaction Technical ID to view the details.

Export account transactions

To create a file export:

  1. Accounts > Reports > Transactions export.

  2. Fill in the export parameters and choose the date type: Posting date or Value date.

  3. Click the Export as CSV button.

BackOffice users with the EXPORT_TRANCTION privilege can export transactions.

Download transaction export file

  1. Reports > My reports.

  2. Click on the File name to automatically download the file on your computer.

  • You can only export transactions not older than 31 days.

  • All exported CSV or PDF files can be accessed and downloaded through the Reports > My reports menu option.

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