Resources

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Online/Mobile Banking Guides

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Frequently Asked Questions

  • Find helpful answers to questions pertaining to online banking, our mobile app, and more here

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Customer Support

Online Banking Support
(800) 551-6098

Transactions for Online Small Business Banking

Our online small business account service allows you to view your transactions and add additional transaction details.

Your Dashboard shows the recent Transactions for your accounts in a combined view.

transactions from dashboard

To view the Transactions for a specific account, click on the Account from the Dashboard, or click on Accounts from the main menu, and select the applicable account. 

transactions for specific account

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Viewing Transaction Details

Select an individual transaction to view Transaction details and images, if applicable. From Transaction details (see illustration below) you can see the merchant’s name (A), the location (B), the date the purchase was made (C), the transaction amount (D) and the last 4 digits of the debit card that was used (E), if applicable.

transaction details

If you do not recognize a transaction, you may select Ask us about this transaction and provide an explanation of your question or concern, or you may call us at 800-551-6098.

Adding Tags, Notes, or Images to a Transaction

From the Transaction Details, if the transaction has posted to the account you may Add tags, Add notes, or Add images to a transaction.

(Note: Tags, Notes, and Images cannot be added to transactions that are pending.)

transaction tags, notes and images

Tags are helpful for searching and identifying transactions; click Add Tags to add a tag to the transaction— i.e. Groceries, then, click Done.

(Note: Once a tag is created, it cannot be edited or deleted. If changes are needed, a new tag must be created.)

add tags

Click on Add Notes to add a note to a transaction. For example, an invoice number or ‘Lunch with Friends’. Enter the information, then click Done.

add notes

To add an image to your transaction, i.e. a receipt, click on the + under Add Images or choose Attach image in the mobile app, then select the image you would like to add.

add images