View transaction detail to examine the complete information associated with a specific account transaction.

Transaction details provide insight into how a balance was affected by a billing, payment, adjustment, fee, write-off, or other account activity. Reviewing transaction information helps verify account history, research discrepancies, and support informed decision-making.

What Happens When You View Transaction Detail?

When you view transaction detail:

• Information about the selected transaction is displayed.

• Transaction amounts, dates, and descriptions can be reviewed.

• Related account activity can be examined.

• The source and impact of the transaction can be verified.

• Account history can be researched more thoroughly.

When Should You View Transaction Detail?

View transaction detail when:

• You need to verify a billing, payment, or adjustment.

• A property owner has questions about account activity.

• You are researching a balance discrepancy.

• Additional information is needed before making account changes.

• You need to review the history of a specific transaction.

Before Viewing Transaction Detail

Identify the transaction you want to review by gathering information such as:

• Account number

• Transaction date

• Transaction type

• Transaction amount

• Reference or receipt number

Using accurate information helps ensure that the correct transaction is located and reviewed.

Note: Viewing transaction detail is a review function and does not modify account data. It provides detailed information about account activity to support research, verification, and account management.

 

1. Open Connect Property Improvements > Inquiry.

2. Look up an account.

3. Click to select the Transactions tab.

4. Click to select the Detail subtab.

 

 

5. Find the section titled Summarize, and clear the checkmark from the Billings checkbox.

 

 

6. Double-click a transaction on the Detail tab.

 

 

The Transaction Detail form displays on the screen.