Viewing Transaction Details

Perform the following steps to view transaction details.

To view transaction details

  1. Search a KYC.
    If the customer type is corporate, the KYC - Corporate Details screen appears.
    If the customer type is individual, the KYC - Personal Details screen appears.

  2. On the navigation pane, under the View KYC section, click the Transaction Details link.
    The KYC - Transaction Details screen appears displaying the details of all transactions of the account that appears first.

  3. To view the transaction details of another account

    1. Specify the following field details on the navigation pane.

Field

Description

Choose Account Code

Select the account number of which you want to view transaction details.

Amount

Type the amount.

Operator

Select the appropriate operator from the drop-down list.

Cash Flow Type

Select the cash flow type from the drop-down list. For example, CR

Start Date

Select the date from the drop-down list, from when you want to view transaction details of the selected account number.

End Date

Select the date from the drop-down list, till when you want to view the transaction details of the selected account number.

  1. Click the Trans No link of the transaction you want to view.
    The Transaction Details screen appears.

  2.  View the details as required.