Go to the search bar on the home page and you’ll see two options in the dropdown menu:
Accounts | This is how you'd look for an account in your account list. |
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Transactions | This is how you can search all of your transactions. |
Go to the search bar on the home page and you’ll see two options in the dropdown menu:
Accounts | This is how you'd look for an account in your account list. |
---|---|
Transactions | This is how you can search all of your transactions. |
In Macquarie Business Online, you can search based on:
Keyword search | Enter the keyword(s) you wish to search for. This will pull all available options with an exact or partial match. |
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Select one or more accounts | You can search across a maximum of 100 accounts at one time (including any closed accounts). |
Date | The platform will default to searching across the last 7 days, so check the date range before you start your search. |
Amount from and Amount to | If you choose to include amounts, then the “To” amount must be greater than or equal to the amount you’ve entered in the “From” box. The amount fields aren’t mandatory. |
Cashflow | You can choose to search just by credits or debits. |
Status | You can choose to search for cleared, uncleared and dishonoured transactions. The status of uncleared and dishonoured transactions will display in the transaction description. |
Some important things to note, so you get the most out of the search capability:
To view and print a payment receipt:
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