Activities/Details

The account detail displays more details of an account in addition to fields displayed in account summary. The fields displayed in account detail depend on the account type.

 

Steps to View Account Detail

1.   Login to (IRIS Digital  Banking URL)

2.   From Account Overview click on any account number under account number column in deposit account summary or loan account summary.

3.   Click Account Details tab to view the detail information of the account

(OR)

1.   Login to IRIS Digital  Banking URL)

2.   Click on Details/Activities sub menu Under Account Menu

3.   Select an account from Change Account dropdown

4.   Click Account Details tab to view the detail information of the account

Note: The information displayed in this screen is for inquiry purposes only.

 

Account activities display the history of transactions which have occurred in an account for a particular range of dates. History can also be viewed for a particular amount range or check number range. Account history can also be downloaded in various formats.

 

Steps to view Account Activities

1.   From Account Overview click on any account number under account number column in deposit account summary or loan account summary.

2.   By default system displays transaction activity of last 30 days from current date. To view transaction activity of other dates enter the appropriate values in From & To fields and click Find.

3.   Click the hyperlink under the CHECK column to view the front and back image of an item.

(OR)

1.   Click Details/Activities sub menu Under Account Menu.

2.   Select an account from Change Account dropdown.

3.   By default system displays transaction activity of last 30 days from current date. To view transaction activity of other dates enter the appropriate values in From & To fields and click Find.

4.   Click the hyperlink under the CHECK column to view the front and back image of an item.

 

Steps to view specific activity information

1.   Click advanced filters tab

2.   Enter Amount From & To OR check number From & To and click Find.

3.   Click the hyperlink under the CHECK column to view the front and back image of an item.

 

Steps to download account activities

1.   From the download tab select the download format. System will download the transaction activity in the selected format.

 

Note:

      History transactions are displayed from most recent to oldest.

      History transactions can be downloaded in tab separated, comma separated, PDF, Quicken & QuickBooks format.

      History transactions can be sorted in ascending or descending order from any of the columns.