Did you know in the Online Banking Center you can view how many times a recurring transfer occurred? This is an easy way to find out information on a recurring transfer, such as how many times it has processed.
How: From the ‘Transactions’ menu, select ‘Manage Recurring’ to display the recurring transactions you have created. Locate and select a specific recurring transaction to highlight it. Then in the toolbar above the ‘Status’ column, press ‘View’ to display the ‘Transaction Details’. Within the details is a line for ‘Executed Occurrences’ and that number tells you how many times that specific recurring transfer has occurred.
Group the List of Recurring Transactions
Sort the List of Recurring Transactions
View the Next Payment Date for Recurring Transfers
If you have additional questions, please call our Customer Call Center at (585) 394-4260 ext. 0 or fill out a contact us form.