General
Call Account IRD Filing for Dividend Setups
Purpose Specific setups are required for the IRD Dividend Filing to work Timing These setups must be in place before any transactions are posted on a Call Account Account Type Setups Access Accounts | Edit/View Account Types | the Call Account ...
Call Saving Account Details
Purpose Call Accounts are used to record investments on call. The system does allow accounts to have debit balances also (overdrawn). This account structure may also be used for processing shares and dividends. Timing New Call Accounts may be viewed ...
Call Savings Account Type Set Up
Purpose To differentiate different types of Call Accounts Examples maybe: Call Accounts Savings Accounts Share Accounts Investor Accounts Access Accounts | Edit/View Account Types | Account Details | Call Savings System Account Type | Dialog Details ...
Call Savings Control Details
Purpose Provide control details for the month end roll over process and allow file paths to be selected for custom reports Access Call Savings | Edit/View Call Savings Control Details Dialog Details