The Default Interest Rate History form displays the Original Default Interest Rate (Opening) as well as any changes that have been made to the Default Interest Rate during the life of the Account.
Columns available for display in the grid are:
Column | Description |
---|---|
Status | Shows the Status of the Rate. Options are Complete or Cancelled. |
Date | The effective date of the rate change. |
Reference | Details any Reference entered in the Account Default Rate Change wizard. |
Rate Basis |
The Default Interest calculation basis:
|
Notes | Details any Notes entered in the Account Default Interest Rate Change wizard. |
Creator | The finPOWER Connect User who created the record. |
Created | The date and time the record was created |
Updator | The finPOWER Connect User who updated the record. |
Updated | The date and time the record was updated |
Icon | Definition |
---|---|
![]() | Revise the Default Interest Rate. |
![]() | Cancel the selected Default Interest Rate change. |
![]() | Omit Cancelled changes. The background of this button will be shaded if it has been selected to only omit Cancelled. |
![]() | Save the current column settings as the default for each time this form is opened. |