Where else can you view Account Matches?

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.