Floating Rate Loan, Account Type Form, Transactions
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Account Type Form, Floating Rate Loan, Transaction

Transactions can be set up for Opening Transactions, Establishment Fees or Miscellaneous Fees which are to be charged against the Account, and require periodic charging periods or one off payments. Eg. an annual insurance payment on a secured item, can be set up as an annual charge.

Transactions (Opening and Ongoing)

ColumnDescription
DrilldownClick Drill Down Button to drilldown 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.

Button Strip

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