Transfers in Transactions (Transactions and Visualizations)
Under the Transactions tile, you can view the transfer information in two places:
- Transactions
- Confirmed Account Transfers are show with the TXN TYPE of Internal Transfer.
- Found Transfers will not show as TXN TYPE as Internal Transfer, but are likely to indicate Possible Transfer.
- Visualizations
- Confirmed Account Transfers show on the Visualization, in the middle as a flow between Accounts.
Transfers in Reports
Each of these reports has sections where Confirmed Transfers are shown.
- Bank Transactions (SUM); Excel Format
- Bank Transactions and Image Details (DET); Excel Format
- Both these files you can find Account Transfer information in Columns AE to AL.
- Sorting by Column AE (Xfer Match ID) will group each pair of transfers together.
- Financial Activity Report (FAR); PDF Format
- Section 5 lists all Transfers, grouped by the account the transfer came from.