Find Transfers

This article will explain how to look up cash transfers you have made in the past by using find transfers. 

1. Form the Home Page.
   
   
2. Click Cashbook.
   
   
3. Click on Find Transfers.
   
   
4. You will now be on the Select Transfers To Find screen.
   

There Are Several Ways To Look For Transfers:

Dates 

1. Select the date range you wish to search for by selecting a month from First Month and Last Month.
   dropdown boxes.
2. Click on the green tick and all transfers for this date range will be displayed, regardless of
   account or amount of the transfer.

Accounts 

1. Select the Dates as above.
2. Select the account the transfer was from in the dropdown list.
3. Click the green tick.
4. All cash transfers from this account for these dates will be displayed.
5. Select the dates as above.
6. Select the account the transfer was to.
7. All cash transfers to this account for these dates will be displayed.

Amounts 

1. Select the dates as above.
2. Enter the range of dollar amounts you are looking for.
3. All cash transfers from these dates to these amounts will be displayed.

You can also use a combination of dates, accounts and amounts and you will get a list of all the cash transfers that match all of the criteria you have selected.