Account Withdrawal Wizard, Select Account to create a Withdrawal for
|

Account Withdrawal Wizard, Select Account

Select the Account to make the Withdrawal from

Account

Select the Account to withdraw from. If you opened the Account Withdrawal wizard by clicking Withdrawal Withdrawal from the Account form, the Account Id will default here.

Trans Type

Select a Transaction Type from the list.

Date

Enter the Date the Withdrawal is to be made from the Account. This can be a past or future date if desired.

Schedule button

Click to view the schedule of future transactions after making the withdrawal. Payments will be the same as currently, and the Maturity Date may be extended.

Withdrawal

Enter the amount to be withdrawn from the Account.

Charge Fee?

Tick to charge a Withdrawal Fee. The Fee, and whether it should be charged, is defined on the Account Type, Accounting Page.

Depending on the default settings and your Permissions, you may not be able to change the following fields.

Fee

Enter the amount of the fee, if permitted.

Preview Pane

The Accounts Transactions Summary Page Script is configured as follows:
Script TypeSummary Page
Target ObjectAccountWithdrawal
Script Template NameWithdrawalSummary
Configuration NotesGlobal Settings, Accounts, Scripts, AccountWithdrawal