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View Bank Account Information

In Inquiry, you can display transactions for a specific bank account on the Bank Accounts tab. To display detailed information for the transaction, double-click on it.

  1. Under Run Inquiries, select the Inquiry Type tab.
  2. In the drop-down list, select Account Inquiry and click Go .
  3. Click on the Bank Accounts tab.
  4. Select the Month and Year you want to view.
  5. In the drop-down list, select a Bank Account.
  6. If necessary, select any filtering options, such as MTD, YTD, or All, on the Bank Accounts tab.