When you log in to your team office, you will see 5 headings across the top of the screen:
Hover your mouse over the heading "Financial Tools". Doing so will show a drop-down menu, like so:
This page shows all transactions that have taken place on the account. From here, you can search transactions by, date, type, amount, associate, etc.
Pending transactions show transactions that have not yet been processed by our Accounting Department.
In the history, there are six columns for each transaction:
- Transaction ID.
- Date of Transaction.
- Description of transaction.
- Debit (An “X” will appear here if the transaction in question is a debit from their account).
- Credit (An “X” will appear here if the transaction in question is a credit to their account).
- Remaining balance after the transaction is completed.