Options for new Accounts

Next Code

Account codes may be automatically generated when an account is added. The numbering sequence may be set per Account Type, Product Type, Entity or overall.

Description

Enter a simple text, e.g., "Fixed Term Deposit" to default the description. A special tag [Dealer] will substitute for the Dealer Name for the Deposit.

Ledger

If used, define the default ledger for new Deposits.

Allow entry of a Maturity Instructions?

Tick to Allow entry of Maturity Instructions. Unticked will not display the Maturity Instructions in the New Account Wizard.

Allow entry of Tax Category?

Tick to Allow entry of Tax Category.

Allow entry of Interest Cycle?

Tick if the Interest Cycle is able to be modified. Unticked will use the default from the Account Type and prevent it being modified in the New Account Wizard.

Allow entry of Interest?

Tick if this Account Type allows entry of interest allowing the user to view or do any changes to the Interest Type in the New Account Wizard. Unticked will use the default from the Account Type and prevent it being modified in the New Account Wizard.

Allow entry of Startup Interest?

Tick if this Account Type allows entry of start up interest. Unchecked will use the default from the Account Type and prevent it being modified in the New Account Wizard.

Allow entry of Review Date?

Tick if this Account Type allows entry of a Review Date. The Review date will be displayed on the New Account wizard, Other Details page and will default using the Account's Opening Date and the Account Type's review period.

Review Period

Optionally define the Review period for the Review Date. If left blank, the Review Date will default using the Account's Opening Date.

Include Disbursements page?

Tick if the Disbursements page is to be displayed in the New Account Wizard.

Include User Defined Page?

Tick if the User Defined page is to be displayed in the New Account Wizard.

Default status as 'Quote'?

Tick to default all new accounts with a status of 'Quote'.

Default Print Deposit Certificate Document?

Tick to have the Print Deposit Certificate checkbox at the end of the New Account Wizard checked.

Include Account Warning Information items?

Tick to include Account Warning Information.

Include Account Warning Alert items?

Tick to prevent User from proceeding without checking Alert items. This setting is used in conjunction with an Account warnings Script.