Accounts & Statements

• You can use the Accounts & Statements page to find and view specific transactions on your accounts.
• View, print and save statements.
• View accounts and Account Details.

Account List

1. From the navigation toolbar click the Accounts & Statements tab.
2. Use the search functionality to reduce the list of accounts in view. From thedrop down selection menu next to Search, select either Account name, Account number or Show all
   • Account name: Limits your search to accounts which contain all or part of the search criteria you have entered.
   • Account number: Limits your search to accounts which start with the search criteria you have entered.
   • Show all: Displays every account that you have access to in the Account List.
   • You may need to use the navigation functionality to page through the list.
3. Once you have made your selection, tab across to the blank field next to Search and enter your search criteria.
4. Click the Go button.
5. Use the ascending or descending functionality to change the sort of the list of accounts.
6. Use the navigation functionality to navigate through the Account List page.

Account Details

1. From the navigation toolbar click the Accounts & Statements tab.
2. To view the Account Details of a specific account, click the Account name.
3. To return to the Account List page, click the Back button located at the bottom of the Account Details page.

Find & View Transactions

• Transaction list is not a statement of account, only actual bank account statements should be relied upon for details of your account transaction history and balances. Transactions that have their date highlighted in the Transaction List are transactions generated today. These are not finalised until overnight processing has been completed.

1. From the navigation toolbar click the Accounts & Statements tab.
2. Select the account/s you wish to search on, click the check box next to the specific account/s located on the left-handside of the Account List. To select all of the accounts from the list being displayed click the checkbox next to the Account name. You cannot select individual accounts from different pages.
3. To view the transactions for the selected accounts, click Find & view transactions.
4. You can narrow your search by entering specific search criteria. You can select one or more search criteria from the options available:
   • Date Period: Enter a “from” and “to” date in the format dd/mm/yy
     • Active Banking will default the Date Period “to” date as today’s date and the “from” date to a week prior to today’s date.
     • You may enter ‘to’ and ‘from’ dates spanning a maximum period of three years.
     • You may enter a ‘from’ date no longer than 10 years prior to the current date.
   • Transaction description: Enter part or all of a transaction description.