Most screens have search and/or filter functionality to help you find transactions.

Any green words/numbers can be clicked on

• If it’s a transaction reference, you will be taken to the transaction
• On a transaction list, clicking on the corporate name filter to show just transactions for that corporate
• On a transaction list, clicking on the department name will filter to show just transactions for that department
• On a transaction list, clicking on a status (of any colour) will filter to show just transactions in that status
• On the Export Transaction List, clicking on a confirmation status will filter to show just transactions in that status

Using the back button can result in you being logged out of the system; it’s always best to click on a link.

Actions on a transaction create an Alert. These can be viewed in the Alert Box.

Clicking on the green words in the Alert column give you more information about the alert; clicking on the green text in the Reference column will take you directly to the transaction.

Alerts are, by default, set up to also be sent to users by email.