View Transactions. Complete Computer Solutions Representative Payee Manager

Client Information

View Transactions

The View Transactions screen lets you view all transactions associated with a client. This screen can be displayed by selecting the View Trans button on the Client Information screen. If the client has more than one account, use the

Select Account drop down list to select another account. All data on the screen is read-only.

Click the Details button to the left of a transaction to view the detailed information for that transaction. If you have the appropriate security rights, you can also edit, delete or void transactions from the Transaction Detail screen.

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