Fixed Loan Account Summary
Purpose
To provide the client with a transactional history and balance of a Fixed Loan account
Rules for selection of transactions to appear on summaries
- The transaction is not grouped
- Transaction value date is within the Transaction Date Range specified on the report
Timing
Account summaries may be run at any time for a specific date range, or the entire loan period
Access
- Access Fixed Loan |
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- Fixed Loan | Print Fixed Loan Account Summary Report
Report
Report Specific Parameters
Field | Explanation |
Show Termination Amount | If checked on, 2 summary lines advising the payoff total will be included: Payoff Amount on DD/MM/YYY $X.xx Includes Default Interest Accrued of $X.xx |
Message | Enter a message (up to 254 characters) to appear at the bottom of the Account Summary |
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