Account Menu

Accounts

 

 

The Accounts Menu will be the most used screen.

 

NOTE: Your version may show different custom buttons specific to your needs.

 

Use the Accounts List button to:

 

• see a list of accounts

• enter new accounts

• adjust settings for existing accounts

• fund an account

• display account details

 

Use other buttons here to:-

 

• manage clients

• manage Account types

• loan calculator

• process Direct Debits

• use the "Detective" to find clients and accounts based on a wide range of search criteria

• charge account interest

• charge regular monthly fees

• make bulk interest rate changes to a group of accounts