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Activity center

Using the activity center

The activity center displays details for recent transactions. You can sort, search, filter, and manage transactions on this page. In the activity center, all scheduled recurring transactions appear on the Recurring Transactions tab. You can use the Recurring Transactions tab to view or cancel the recurring series. You can also see checks that have been deposited on the Deposited Checks tab.

Sorting & searching transactions

Viewing transaction details

Canceling & Copying transactions

Sending a message about a transaction

Printing transaction details

Exporting by transaction type

 

The activity center

Activity Center screenshot

You can customize the transaction details that appear in the activity center by selecting up to six fields. Options vary by transaction type, but may include:

  • Amount
  • Approvals
  • Beneficiary financial institution
  • Create date
  • Created by
  • From account
  • Intermediary financial institution
  • Message to beneficiary
  • Payment template (name)
  • Process date
  • Recipients
  • Status
  • To account
  • Transaction type and ID
  • Automatic Clearing House (ACH) class code

The Single Transactions tab includes transactions that do not recur and any recurring transaction due in the next seven calendar days. You can use the Single Transactions tab to view or cancel a specific transaction in a recurring series. You can utilize these fields to approve or cancel transactions, as well as export or print the filtered data.

When you have pending approvals waiting, the number of pending approvals appears on the tabs.

Tip:  You can also view transaction details on the page where you created the transaction.

You can select individual check boxes to view the total debits and credits of the selected transactions. For international wires, the debit total displays the USD equivalent.

Furthermore, click or tap an individual transaction to expand the transaction details. Depending on your financial institution's configurations and the transaction type, transaction details in the Activity Center may include the following:

  • Tracking ID
  • Batch ID
  • Created date
  • Created by
  • Process date
  • From account
  • To account
  • To account type
  • Currency code
  • Exchange rate
  • Foreign currency amount
  • USD amount
  • Recipient wire name
  • Beneficiary financial institution name
  • Beneficiary financial institution address

 

Cathay Bank

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