Account Interest Rate History
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Account Interest Rate History

The Account Interest Rate History form displays the Original Interest Rate (Opening) as well as any changes that have been made to the Interest Rate during the life of the Account. If an Account has a Start-Up Interest rate, as well as On-Going Interest, these will be shown in two separate History lines.

Columns available for display in the grid are:

ColumnDescription
StatusShows the Status of the Rate. Options are Complete or Cancelled.
DateThe effective date of the rate change.
ReferenceDetails any Reference entered in the Account Interest Rate Change wizard.
RateThe Interest Rate
InterestA description of the Interest Rate, or details of the Rate Table used to calculate the Interest Rate.
Rate TableIf applicable, the Rate Table used for Interest Rate calculation.
Plus PremiumThe extra Interest Rate to be charged on top of the Rate Table, if applicable.
NotesDetails any Notes entered in the Account Interest Rate Change wizard.
CreatorThe finPOWER Connect User who created the record.
CreatedThe date and time the record was created
UpdaterThe finPOWER Connect User who updated the record.
UpdatedThe date and time the record was updated

Button Strip

IconDefinition
Edit Button
Revise the Interest Rate.
Cancel Button
Cancel the selected Interest Rate change.
Current Only
Omit Cancelled changes. The background of this button will be shaded if it has been selected to omit Cancelled.
Save Default Button
Save the current column settings as the default for each time this form is opened.