The Statement History form displays the changes that have been made to the Statement cycle during the life of the Account.
Columns available for display in the grid are:
Column | Description |
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Date | The effective date of the change. |
Reference | Details any Reference entered in the Statement Change wizard. |
Statement | The Frequency of the statement. |
Notes | Details any Notes entered in the Statement 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 |
---|---|
![]() | To Edit the Statement Cycle. |
![]() | Save the current column settings as the default for each time this form is opened. |