Enquire Account Details - Application User Facilities

The format of the enquiry screen is largely fixed but you can pre-define up to five items from the accounts file to display on the enquiry plus configure selected aspects of the transaction display.

Show Unallocated Credits in Balance as negative

Set to include an outstanding payment or credit note in the balance column.

Include an Extra Transaction Item before Description (1)

Include an Extra Transaction Item before Description (2)

Select up to two extra items from the transaction file for display.

Restricted Value Size 9999999.99 (bigger description)

Set to restrict the display of the debit, credit and balance columns to 7 significant figures freeing up space for a larger description / extra item display

Show Running Balance on Open-Item Accounts

O/S Balance Only

These options allow the balance column to display a running balance of the effect of the transaction on the account. Setting the first option restricts the transactions displayed to just those entered within the period, setting the second option releases this restriction but only shows outstanding transactions.

Article ID: 1387
Created On: Mon, Jul 2, 2012 at 3:54 PM
Last Updated On: Mon, Jun 19, 2023 at 3:32 PM

Online URL: https://kb.datafile.co.uk/article/enquire-account-details-application-user-facilities-1387.html