Documentation Index
Fetch the complete documentation index at: https://docs.synctera.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
You operations team can use the Transactions tab to help them address customer service inquires and fraud/AML investigations.
You can use the Admin tab to add / remove users who have access to customer data. If you need to change any default assignee or escalation settings for Fraud & AML, you can do so on the Synctera Admin tab.
Transactions tab home page
Search for transactions by transaction type or account number.
Manually create an internal transfer or ACH external transfer.
Click on an individual transaction to view more information.
Transaction description
Amount
Status
DC sign
Hold expiry date
Created date
Posted date
Effective date
From account
To account
File ID
Trace ID
Description
Comments
