In Historical transactions you can check the status of enquiries you've made with us for your client or your practice.
Historical transactions include:
- Online services for agents
- mail messages
- online forms
- refund requests
- transfer requests
This function only shows a list of interactions and their status. You can't view the content of the message. If you no longer have the content for a specific interaction, contact us with the receipt number.
Interactions remain viewable for 3 months after the completion date.
To view interactions for your practice, at the agent home page select Communication then Historical transactions.
To view interactions for a client see Historical transactions – client summary.
You can return to the top of this Online services for agents user guide for help on other areas.