Select the Account to update

Account

Displays the Account to be updated. This is defaulted from the open Account form.

Date

Enter the date the Cycle change should be effective from.

Reference

Enter a Reference to appear in the History form.

Frequency

Displays the current Interest Cycle, with a plain language description after the field.

Last

Displays the last date Interest was charged to the Account.

Frequency

Select an Interest Cycle from the list or enter the new Cycle. As with all Cycles in finPOWER Connect, you can enter the new Interest Cycle using special mnemonic characters, e.g. 3M for every three months; 2M5 for every two months on the fifth.

Notes

Enter any notes to appear in the History form.

Create Log?

Tick to create a log note on the following page of the wizard.