Fixed Term Deposit, Account Type Form, Transactions

AccountType, DFT, Transactions

Transactions can be set up for Opening Transactions, Establishment Fees or Miscellaneous Fees which are to be charged against the Deposit.

Transactions (Opening and Ongoing)

ColumnDescription
...Drills down to the details of the transaction.
ElementDisplays the Element selected for the transaction.
DescriptionThe description of this transaction.
FrequencyDisplays the occurrence of charges. Available frequencies include Opening, Once, Weekly, Fortnightly, Monthly, End of Month, Quarterly, or Yearly.
ReferenceDisplays the reference entered for the transaction.
ValueEnter the value which applies when calculating the the default charge according to the Basis selected.
NotesDisplays any notes relating to the transaction.
KeyMay be used in scripting to identify a standard transaction.
Allow ChangeIf checkbox is ticked, the user will be able to make changes to the transaction details in the new account wizard.

Button Strip

IconDefination
Add Item Button
To add a new transaction.
Row Delete Button
To delete selected rows.
Grid Row Copy
To duplicate the current row.
Grid Row Up Button
To move the selected row(s) up.
Grid Row Down Button
To move the selected row(s) down.