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Sending Funds

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How Do I Download A Transaction Confirmation?

To print a receipt or confirmation page of a transaction you've created:

  • Start by clicking on the Banking Tab from the toolbar on the left side of the screen and the All Accounts page will display.

  • From there, select the transaction you would like to print under the All Recent Activity page. (Note, by clicking "View All", you can view more transactions than what is displayed on the main page. By clicking on the top right-hand buttons you can view/sort transactions by Date, User, Budget, or Status or search for a specific transaction).

  • When you click on the transaction, a window to the right of your screen will open, displaying transaction details.

  • You will see the Download button in the top left corner.

  • Selecting this button will prompt a PDF download of your transaction confirmation. Once you save it to your computer you can email it to your recipient, or file it for later viewing.

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