How Do I Download A Transaction Confirmation?

To print a receipt or confirmation page of a transaction you've created:

  • Start by clicking on the Banking Tab from the toolbar on the left side of the screen, and the All Accounts page will display.

  • From there, select the transaction you would like to print. You can also filter transactions by Date, User, Department, or Status, or search for a specific transaction.

  • When you click on the transaction, a window to the right of your screen will open, displaying transaction details.

  • You will see the Download Details button in the top left corner.

  • Selecting this button will prompt you to download your transaction confirmation as a PDF. Once you save it to your computer, you can email it to your recipient or file it for later viewing.

Dashboard showing banking overview: $42,000,000 pending, 27 transactions. Options for viewing transaction details and uploading files.