The Account Credit Limit History form displays the Original Credit Limit (Opening) as well as any changes that have been made to the Credit Limit during the life of the Account.
The display can be customised to show all historical Credit Limit changes, or only those that have not been Cancelled.
Columns available for display in the grid are:
Column | Description |
---|---|
Credit Limit 1 | System generated notes describing the change to the 1st Credit Limit. |
Credit Limit 2 | System generated notes describing the change to the 2nd Credit Limit. |
Credit Limit 3 | System generated notes describing the change to the 3rd Credit Limit. |
Created | The date and time the record was created |
Creator | The finPOWER Connect User who created the record. |
Credit Limit | Lists the Credit Limits set for this Account Type. |
Date | The effective date of the rate change. |
Notes | Details any Notes entered in the Account Default Interest Rate Change wizard. |
Reference | Details any Reference entered in the Account Default Rate Change wizard. |
Status | The Status of the Account. |
Updated | The date and time the record was updated |
Updator | The finPOWER Connect User who updated the record. |
Icon | Definition |
---|---|
![]() | Click to Edit the Default Interest Rate; this will take you to the next page of the wizard. |
![]() | Cancel the selected Default Interest Rate change. |
![]() | Omit Cancelled changes. The background of this button will be shaded if it has been selected to only omit Cancelled. |
![]() | Save the current column settings as the default for each time this form is opened. |