Common Account Detail Buttons

Purpose

The buttons below are accessed from the Account Details dialog and the Account Quote Details dialog.

Common Buttons

[Button]	Explanation
	Account Transaction Browse Adjustments to Transactions are managed from the Browse dialog
	Account Summary Report Note: Different Report Parameters will be presented depending on the account module that the report is accessed from
	Applicable to Call Savings, Deposits and Variable Loans Allows the projection of interest to a particular date
	Account Interest Details Setup of this dialog determines the interest posting rules for the account
	Account Recurring Charge Details Allows the automatic setup and control of periodic account fees (such as monthly management fees)
	Communication Browse Displays communications created for this account, account client, and associated parties
	History of changes made to the dialog
	Overdue Letter Details
	Account Statement Details
	View created Account Statements
	Details the various cost items making up the total balance due to be repaid
	Displays the Checklist used for the Loan Quote
	Direct Debit Details Used for managing the accounts’ Direct Debit
	Collateral Details Note: if multiple items of Collateral exist, the Collateral Browse will display
	Allows a SMS (text message) to be sent to the client and records this to the Communication browse Note: This button will only be enabled if the SMS configuration has been completed
	Associated Parties
	Instalment Schedule (Principal and Interest component of each Instalment)
	Financing Statement Details Note: if multiple Financing Statements exist, the Security Financial Statement  Browse will display
	Allows the transfer of the account to a new company
	Account Insurance Policy Details for any insurance financed on the loan Note: the Browse Insurance Details dialog will be presented first
	Record of security loaded against property
	Allows the calculation of a termination amount for a loan as at a specified date
	Terminates the Loan
	Changes the Operational Status of an account
	Closes the account – future and current balances must be zero for this process to work

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