Insurer Account Summary Report

Purpose

To provide the client with a transactional history and balance of an Insurer Account

Rules for selection of transactions to appear on summaries

1. The transactions are not grouped 
   

1. Transaction value date is within the Transaction Date Range specified on the report
   

Timing

Account Summaries any be run any time for a specific date range

Access

1. Insurer | Access Insurer Accounts | Insurer Account Details | 
   

Report

The report dialog is presented 

Report Specific Parameters

Field	Explanation
Both Ledgers	Lending, Dealer and Insurer The transactions and balances for both ledgers, shown separately
Show Transaction Type Description	Shows the Transaction Type Description, instead of the Description entered to the Account Transaction
Hide Transaction Type Summary	At the end of the summary, a list of Transaction Types and the total amount associated with each Transaction Type is listed Check on this flag to prevent this summary displaying
Show Client Contact Details	Lists the clients phone contact details on the summary

• Related Articles

• Common Report Parameters

  Selection Criteria There are a number of common fields that are used over a range of Report Parameters within the system. Report Criteria Field Explanation Report Order The report order is a parameter on most reports It controls the order, grouping ...

• How to Print a Report

  Concept A number of reports and exports are available within each Argos Module menu. The details of these reports are available as separate documents. Timing This will depend on the report. Some reports must be run at the month end, and others can be ...

• Insurer Account Status Report

  Purpose Provides details of the Insurer account current and future ledger balances Accrued Interest may also be reported Export report data option can be used to review additional set up structures that have been applied to the insurer accounts (such ...

• Lease Account Summary Report

  Purpose To provide the client with a transactional history and balance of a Lease 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 ...

• Call Saving Account Summary Report

  Purpose To provide the client with a transactional history and balance of a Call Savings account Rules for selection of transactions to appear on summaries The transactions are not grouped Transaction value date is within the Transaction Date Range ...