The recall transaction box lists up to the last 10 transactions. For checks and e-checks, it will list the last 10 checks for the selected payee. It will show the check or transaction number along with the date and amount of the prior check or transaction.
- For a Check or E-Check, fill in the payee and then press Enter or click inside the amount box. For all other transactions, go to the amount box. The recall box will appear on screen.
- To recall a prior transaction, click on the transaction in the recall list, or press the space bar, ⁄, or \ keys. After selecting a transaction, all of the information for that prior transaction will be filled in for you.
- If you don't get the correct transaction the first time, click on a different transaction or press one of the keys in step 2 again to go though the different transactions in the list until you find the correct one.
This is a quick way to fill out the information for a transaction without manually filling in all the details. If necessary, you can change any of the amounts, or anything else, on the transaction after recalling a prior transaction.
If you need to close or minimize the recall box, click the button in the upper left corner of the recall box.