Sorting & searching transactions

In the activity center, you can choose to sort transactions by the column headings.

In the activity center, click or tap any column header to change the criteria by which transactions are sorted.

Tip: Click the column heading again to change the sort order between ascending and descending.

Searching transactions overview

When you search, you enter terms to locate specific account information. Some examples of things that you can search for include:

When you perform a transaction search, you can search for any of the following fields by typing keywords or using the Filters option:

Status	The status of the transaction.
Account	The account to search.
Start date	The creation date for the transaction.
End date	The end date for the transaction, if applicable.
Created by	The user that created the transaction.
Amount	The amount of the transaction. You specify a range of amounts to include in the search.
Transaction ID	The number that uniquely identifies the transaction.

Tip: Click or tap Filters to see the full list of fields you can use to better define your search.

When searching transactions in the activity center, you can search across multiple types of information, not just the transaction description:

Keywords	Search result
Transactions over $25	All transactions that are at least $25.01, regardless of type, appear.
Automatic Clearing House (ACH)	Any ACH transactions, including ACH Payment, ACH Payments, ACH Single Receipt, ACH Collections, and ACH PassThru, appear.
Tracking #23489	The transaction with tracking ID #23489 appears.

In the activity center, you can search for a transaction in the following ways:

Note: The exact appearance of the search fields may vary depending on your configuration.

In the navigation menu, click or tap Transactions > Activity Center
Enter text in the search transactions field
Click or tap the magnifying glass icon or press Enter. The results display all matching payments and transfers.

In the navigation menu, click or tap Transactions > Activity Center
Use the Filters button to specify the values to include in the search
Click or tap the magnifying glass or press Enter
In the search results, click or tap on a transaction for additional details. The results of a Basic search include transactions that match all the search conditions.

In the navigation menu, click or tap Transactions > Activity Center
In the Search transactions field, enter your search text
Click or tap the Favorites drop-down list
Click or tap Save As New to save the search
In the Save Search window, enter a name for the favorite and click or tap Save Search
In the success message, click or tap Close. The search result is saved and can be accessed later.

On the activity center page, click or tap Favorites and click or tap the favorite search that you want to use. The search results appear.