Follow these steps to view account balance and transaction list:
- Sign in to your Trust Payments MPA Portal and click "Accounts" from the navigation on the left to be taken to the Accounts page.
- Click on an account from the list of accounts displayed.
- The available balance and current balance are shown in the top-left of the page and a list of transactions are displayed beneath.
Click the icon to view options for filtering the transactions displayed. Transactions can be filtered by the following criteria:
- Free text (e.g. beneficiary name, address or other properties)
- Transaction amount
- Date of transaction
- Status (e.g. Approved, Rejected, etc.)
- Transaction category (e.g. travel, utilities, stationary, etc.)
- Tag (Transactions can be assigned a tag for easier reporting and aggregation)
