Attaching transactions to a conversation

Use these instructions to understand how end users attach transactions to conversations in Banno Online.

The end user can also begin a conversation about a transaction or add a transaction to an existing conversation by going to Accounts > [Account name] > Transactions > [Transaction details] > Ask us about this transaction.
  1. In an existing conversation, select the Dollar sign icon transaction icon.
  2. Use the search area to narrow down transaction results.
    Tip: Select Advanced search to use additional search criteria on the Advanced search screen.
  3. If using the advanced search, select Search to get results.
  4. Select the desired transactions, and then select Attach.
  5. When the transactions are attached and the message is written as desired, select Send.
Parent topic: Conversations