Account Activity

The Account Activity page displays account transaction activity. Activity can include pending and processed transaction, as well as scheduled transactions, for a selected account. This topic provides an overview of the Account Activity features and options.

Account Selection

The Account Activity page displays transaction activity for one account. The default account is displayed when you first access this page. Use the Account field, along with the Update button, to select another account.

Transaction Search

The Search on feature allows you to filter the activity results based on specific information. For example, you can define search criteria to filter the transaction based on a date range, a range of checks, or based on a keyword. In addition, links are provided so that you can quickly search activity over the last 30 days or since your last login to Universal Online Banker.

Recap

The recap section of the page, located towards the upper-right, provides limited account information in summary format. The information displayed in the recap section is based on the account type. For example, a checking account and savings account could have different information in the recap section.

Transaction Lists

The transaction lists provide information about transaction activity. Within each list you can view basic transaction information, including the status of each transaction. The name of the transaction is displayed as a link, where you can either view the Transaction Details, or if the transaction has not been processed and you are entitled to make changes to the transaction, you can access the edit page. From the edit page, you can make any necessary changes to the transaction before it is processed.

You can control the number of items displayed on the page, sort the columns, as well as scroll through the pages of information. In addition, the View option may be available, which allows you to view information for a specific time period, such as the Last 30 Days or Since Last Login.

Note: The information displayed may vary.
Date
The actual or expected transaction date.
Transaction
The transaction text is displayed as a link. Using the link, you can either access a page where you can edit the transaction or, for transactions that are view-only, such as processed transactions, opens a Transaction Details page.
Description
Provides a description of the transaction.
Status
Indicates the status of the transaction.
Image
Provides a link to an image, such as a check, if an image is associated with the transaction.
Debit / Credit
Indicates the debit or credit amount.
Balance
Shows the running balance, when applicable.

Available Tasks

Using the Account Activity page, you can view transaction and also perform a few additional tasks.