Viewing Your Recently Accessed Items from the Home Page

Procedure

The Recent Items section of the Home Page displays the last ten items that you have accessed. The items can include customers,  or invoices, transactions, or disputes, depending on your business license. Clicking a Recent Item displays the details for the item, giving you direct access to the information you are currently working with.

To view your recently accessed items from the Home Page:

  1. Access the Home Page by selecting the Home link from the Main menu.
    The Home Page screen appears.

  2. From the Recent Items section, select the recently accessed item. The recently accessed item is a link to the following information:

Icon

Recently Accessed Item

Link Displays

Customer

Basic screen

Transaction

Credit Request Details screen