PASS CX - Transactions by Date

This document will provide a complete list of transactions on an account based on the date range specified. It also displays the account balance as of the start date and end date that are selected.

This statement will list out all financial activity between the selected dates. To view the report, your device should allow pop-ups and have a PDF viewer.

 To retrieve a copy of your Transactions by Date:

1. Log into PASS.
2. From the left navigation menu, select Financials to expand the options.
3. Scroll down and click on Transactions by Date.
4. Enter the desired BEGIN and END dates manually or by using the Calendar icons.
5. Click on the Process button. Any time you change the dates, you must click on the Process button again.
6. Your Transactions by Date document will pop-up in a new tab as a PDF file that can be saved and/or printed.

Need help?

If you have questions, please contact the ITS Help Desk at 608.342.1400 or helpdesk@uwplatt.edu.  You may also visit the Help Desk on the first floor of the Karrmann Library.