This section of Arranging Director shows all uncleared transactions and any transaction less than two months old.
Navigate to Arranging Director > Financials > Account History.
Any uncleared transactions, or transactions less than two months old, will appear. You will not see anything if you have neither of these. You can view the details of each transaction by clicking on ‘details’ beside each transaction.
To perform a flexible search for a particular transaction or transactions, click ‘Perform an Advanced Search’.
New fields will appear for you to perform your search. The more search criteria you enter, the better the results you will receive. Click the ‘Search Transactions’ button.
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