Viewing Standing Instructions History
This guide explains how to view the history of standing instructions in Funderr.
1. Understanding Standing Instructions
Standing instructions are automated instructions for recurring transactions, such as transfers between accounts.
Viewing the history of these instructions is useful for auditing and troubleshooting purposes.
2. Accessing the Standing Instructions History Screen
To access the Standing Instructions History screen:
2.1 Select "Admin" from the main menu.
2.2 Click on "Organization."
2.3 Click on "Standing Instructions History."
3. Searching for Standing Instructions History
To view the history of standing instructions, you can use the following search criteria:
Client Name: Enter the name of the client.
Client ID: Enter the client ID.
Transfer Type: Select the type of transfer.
Account Type: Select the account type.
From Date: Enter the start date.
To Date: Enter the end date.
4. Viewing the Results
After applying search you will be provided the result