The Account Interest Cycle History form displays the Original Interest Cycle (Opening) as well as any changes that have been made to the Interest Rate Cycle during the life of the Account.
Items in the grid are read-only, so you cannot make any changes to them, except to Cancel a change. To change the Interest Cycle, you must click the button underneath the grid.
Column | Description |
---|---|
Status | Shows the Status of the Cycle. Options are Complete or Cancelled. |
Date | The effective date of the cycle change. |
Reference | Details any Reference entered in the Account Interest Cycle Change wizard. |
Interest | A plain language description of the Interest Cycle. |
Notes | Details any Notes entered in the Account Interest Cycle Change wizard. |
Creator | The finPOWER Connect User who created the record. |
Created | The date and time the record was created |
Updater | The finPOWER Connect User who updated the record. |
Updated | The date and time the record was updated |
Icon | Definition |
---|---|
![]() | Revise the Interest Cycle. |
![]() | Cancel the selected Interest Cycle change. |
![]() | Omit Cancelled changes. The background of this button will be shaded if it has been selected to omit Cancelled records. |
![]() | Save the current column settings as the default for each time this form is opened. |