How do I find a transfer I created before today?
Transfers that have been executed today, are awaiting approval or review or are pending will show on the transfers screen. To find transfers that have been executed or cancelled before today, the Search option should be used.
- Select Search (If viewed on a mobile device, ‘Mobile options’ will need to be selected first)
- Select the Entered Dates From and To you wish to search between or
- Select the Transfer Dates From and To you wish to search between
- Select the Pay From account or leave as All Accounts
- Select the To Account or leave as All Accounts
- Select the Status you wish to search for or leave as All
- Enter a Payee Reference if you wish to search for a particular transfer
- Select Search
The list of all transfers that match the criteria entered will appear.