Bank Account Enquiry, Service Page
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To open the Bank Account Enquiry form, from the Client menu, click Bank Account Enquiry.

The Bank Account Enquiry form can also be opened from the Client form, by clicking on Bank Account Enquiry under the Actions heading.

To perform a Bank Account Enquiry for a Client

  1. Select the Client; this field is mandatory.
  2. Select the Branch, this will default from the Client.
  3. Select the Bank Account Service to use.
  4. Click the appropriate radio button to do the following:
    • New Enquiry tick this option to start a New Enquiry.
    • Existing Referral Code tick this option and add in the Referral Code (BankStatements) or Application Id (Credit Sense) to search on a request that has previously been made.

    Bank Account Enquiry, Service

  5. Click the Next Next Button button, to move to the next page of the wizard.

Topic last updated on 03/06/2020 4:13PM BankAccountEnquiry.Client