Servicing – Transaction History tab

To make a new manual transaction, click on the ‘New Transaction’ button as below.  You’ll then be presented with the dialog box to confirm the transaction specifics.

Step 1: Click on new transaction

Step 2: Type the amount of the new transaction

Step 3: Click on the drop-down arrow in the Transaction Category field and choose the category type from

1. Credit
2. Debit
3. Notification

Step 4: Click on the drop-down arrow in the new field Transaction Type and choose the type of transaction.  The following options are available:

Step 5: Confirm you are happy with the transaction date and time.

Note: You can backdate the transaction as long as it’s within the same month.

The transactions will appear as rows up to 25 (which can be changed down the bottom right – 10, 25, 50 or 100).  The column headers are as follows:

• Date
• Transaction ID (unique transaction identifier)
• Category (Description of the transaction)
• Debit (Amounts will always be preceded with a minus symbol to indicate they have been subtracted off the balance)
• Credit (will always bee a positive amount that reduces the balance)
• GST (10%) – Where applicable (Some fees will also include GST)
• Total Paid
• Balance
• Action (rubbish bin icon to delete the transaction if required)