Deposits on Hand > Modify >

Account Type Information

 

         

 

 

Overview


Modify Account Type Information allows you to set up and edit Account Types. Account Types must be entered before setting up Accounts. These are the basic types of accounts you offer your depositors, including savings accounts or time deposits, along with their interest rates, interest accrual, posting policies, etc. Each account opened is one of these types.

 

This Help page contains the following sections:

Filters

Account Type Information Grid

 

 

Filters


There are two options available in the Filters area:

 

Group

Description

 

You must choose a Group from the drop-down.  Click the Search button to display results or the Clear Filters link to reset all filters.

 

You can only create account types within the Group selected in the Filters area.

 

 

 

Account Type Information Grid


Account Types could include the CD, IRA, Savings, or might be more granular as: 12 or 18 month CD, 2 year CD, Traditional IRA, SEP-IRA, Spousal IRA, or Individual Retirement Account. The grid displays account types that match your selection with the following columns:

 

Description

Note: Hover over the Note  icon to preview note contents.

Setup: Hover over the Information  icon to display user and time information for when the item was set up and last updated.

 

Double-click on an account type or click the Edit  icon to edit an account type in the grid. You can also click the Add New Account Type link to add a new account type (More Information) within the filtered Group. Click the Delete  icon by any item in the grid to be prompted to remove it. You can only delete unused account types.

 

Compiled on 9/18/2018 2:32:11 PM