Recent and Scheduled Transactions
Use the feature to view the recent, pending, and scheduled transactions of a selected account type.
Menu path:
- Web channel: On the account dashboard screen, under Accounts, click any account row to view the account details and transactions screen.
- Mobile Native: On the account summary screen, tap any row (transaction record) in Scheduled or Posted Transaction section view the transaction details respectively.
UX Overview
Business Process Diagram - Recent Transactions
Web Channel (Online Banking)
The recent and pending transaction details are displayed under the Transactions section in the Account Details and Transactions screen.
The following table shows the transaction types and tabs (Transfer, Deposits, Checks, and so on.) displayed under Transactions for the selected account type:
Example: If the Savings account is selected, the app shows the Transfers, Deposits, Checks, and Withdrawals tabs.
Account Type | Transaction Type | Tab |
---|---|---|
Checking | Outgoing Fund Transfer | Transfers |
|
Incoming Fund Transfer | Deposits |
|
Check Deposit to Account | Checks |
|
Check issued from account | Checks |
|
Cash Withdrawal | Withdrawals |
|
Debit Card Transactions | Withdrawals |
|
Fees /Charges debit | Withdrawals |
|
Interest Deposited | Deposits |
|
Outgoing P2P | Transfers |
|
Incoming P2P | Deposits |
|
Bill Payment | Withdrawals |
|
Online Payments (Amazon, etc.) | Transfers |
Savings | Outgoing Fund Transfer | Transfers |
|
Incoming Fund Transfer | Deposits |
|
Check Deposit to Account | Checks |
|
Check issued from account | Checks |
|
Cash Withdrawal | Withdrawals |
|
Debit Card Transactions | Withdrawals |
|
Fees /Charges debit | Withdrawals |
|
Interest Deposited | Deposits |
|
Outgoing P2P | Transfers |
|
Incoming P2P | Deposits |
|
Bill Payment | Withdrawals |
|
Online Payments (Amazon, etc.) | Transfers |
Credit Card | Debits | Purchases |
|
Credits | Payments |
Deposits | Interest Added | Interest |
|
Amount Deposited | Deposits |
|
Amount Withdrawn | Withdrawals |
Loans |
|
No tabs |
Recent and Pending Transactions
The list of recent and pending transactions linked with the account is grouped by the transaction type (Transfer, Deposits, Checks, Purchases, Payments, and Interest - represented as tabs) with date, description, type, transaction amount, and account balance details. The list is sorted by date (most recent transaction on top) by default, and you can even sort the list by amount.
You can do the following:
- Click any of the tabs (Transfer, Deposits, Checks, and Withdrawals) to view the corresponding transactions under Pending or Recent.
- Edit or delete a pending transaction.
- Search
for transactions by using search and filter criteria.
- Print
the transactions list.
Click the down-arrow placed on the transaction row to view the transaction details. The information displayed depends on the transaction type. The transaction details shown for the list in All, Transfers, Deposits, Checks, and Withdrawals tabs are Date, Description, Type, Withdrawal Amount, Notes, Frequency, and Recurrence.
You can do the following after expanding the transaction row:
- Dispute Transaction: You can inquire about a transaction in case of a dispute, questions, or concerns.
- Download: You can download the transaction in PDF format. You can see all the details related to the transaction in the downloaded PDF format.
These features vary depending on the account type.
Scheduled Transactions
The list of transactions scheduled on your account are displayed with date, notes, type, transaction amount, and transaction action details. The list is sorted by date (most recent transaction on top) by default, and you can even sort the list by amount.
You can do the following:
- Click the down-arrow placed on the transaction row to view the schedule details.
- Modify a transaction.
- Cancel a transaction
- Click View Account List to go back to Account Details and Transactions screen.
Mobile Banking
You can view the following:
Recent Transactions
You can view the details, such as the transaction amount, the payee account, transaction description, the account from which the amount was transacted, the transaction ID, frequency, notes and the transaction date.
For transactions where a check is involved (check deposit or check issued to a beneficiary), the app displays the check images in the Transaction Details screen. Tap on the respective check images (front and back) as part of the transaction.
You can perform the following actions in this screen:
- Download Transaction. Tap the button to download the transaction. The transaction report is downloaded in PDF format, by default.
- Dispute Transaction. Tap the button to dispute the transaction.
- Tap the back button to navigate to the previous screen.
Scheduled Transactions
You can view the details, such as the transaction amount, the payee account, the account number, the account from which the amount was transacted, the transaction ID, the transaction scheduled for date, whether the transaction is a recurrence or one-time, and any provided notes.
For transactions where a check is involved (check deposit or check issued to a beneficiary), the app displays the check images in the Transaction Details screen. Tap on the respective check images (front and back) as part of the transaction.
You can perform the following actions in this screen:
- Download Transaction. Tap the button to download the transaction. The transaction report is downloaded in PDF format, by default.
- Tap the back button to navigate to the previous screen.
Recent Transaction
Scheduled Transaction (Check Deposit type)
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