finAccountType Class

Represents an Account Type.
Implements I_ISDirty, I_ISObjectName, I_finExtendedAuditInformation, I_finSummaryPages, I_ISRecordXmlImportable

Methods

Name Description
AuditItemsLoad Loads the Audit Items collection.
AuditItemsRefresh Forces the Audit Items collection to be reloaded from the database the next time it is accessed.
Clear Clears this object and sets all of its properties to their defaults.
ConsumerRegulationType_Reset This function updates other Properties based upon the current Consumer Regulation Type.
Delete Deletes this record.
DocumentLinksLoad Loads the DocumentLinks collection.
DocumentLinksRefresh Forces the DocumentLinks collection to be reloaded from the database the next time it is accessed.
Duplicate Duplicates this object.
ElementLinksLoad Loads the ElementLinks collection.
ElementLinksRefresh Forces the ElementLinks collection to be reloaded from the database the next time it is accessed.
FromXmlString Populates object from an XML string.
GetObjectName
GetUserDataByIndex Retrieves User Defined Data by its Index.
ImportXml
InterestPaymentTypeAvailable Validates Interest Payment Type is available.
InterestTypeAvailable Validates Interest Type is available.
Load Loads a record from the database.
LoadPk Loads a record from the database.
MaturityInstructionAvailable Validates Startup Interest Type is available.
MaturityPaymentTypeAvailable Validates Maturity Payment Type is available.
ObjectScriptsLoad Loads the ObjectScripts collection.
ObjectScriptsRefresh Forces the ObjectScripts collection to be reloaded from the database the next time it is accessed.
PromotionsLoad Loads the Promotions collection.
PromotionsRefresh Forces the Promotions collection to be reloaded from the database the next time it is accessed.
Refresh Refreshes this object from the database.
Save Save this record.
SetUserDataByIndex Sets User Defined Data by its Index.
StandardTransactionsLoad Loads the StandardTransactions collection.
StandardTransactionsRefresh Forces the StandardTransactions collection to be reloaded from the database the next time it is accessed.
StartupInterestTypeAvailable Validates Startup Interest Type is available.
StatementUseChanged Returns True if the StatementUse option has changed
SummaryPagesLoad Loads the Summary Pages collection.
SummaryPagesRefresh Forces the Summary Pages collection to be rebuilt the next time it is accessed.
ToXmlString Persists object to an XML string.
UserDataInitialiseFromParameterSet Initialise User Data from a Parameter Set, i.e., create User Data entries and defaults.

Properties

Name Description
AccountClass The Account Class.
AccountClassText The Account Class in its String representation.
AccountTypeId The Id of this Account Type.
Active Indicates whether this record is Active.
AuditItems Read-Only A collection of Audit Items.
AuditItemsLoaded Read-Only Indicates whether the Audit Items collection has been loaded.
BankReferenceCode A Code that can be used by Payment Methods to default the Bank Reference.
Category The Category of this Account Type.
ClearingGlAccountId The Id of the Clearing GL Account.
ClearingGlAccountPk The Clearing GL Account's primary key.
ClientStatisticSourceConsolidatedExpense The Client Statistic Data Source for 'Consolidated Expense'.
ClientStatisticSourceConsolidatedExpenseText The Client Statistic Data Source for 'Consolidated Expense' in its String representation.
ClientStatisticSourceConsolidatedLiability The Client Statistic Data Source for 'Consolidated Liability'.
ClientStatisticSourceConsolidatedLiabilityText The Client Statistic Data Source for 'Consolidated Liability' in its String representation.
ClientStatisticSourceExtraAsset The Client Statistic Data Source for 'Extra Asset'.
ClientStatisticSourceExtraAssetText The Client Statistic Data Source for 'Extra Asset' in its String representation.
ClientStatisticSourceExtraLiability The Client Statistic Data Source for 'Extra Liability'.
ClientStatisticSourceExtraLiabilityText The Client Statistic Data Source for 'Extra Liability' in its String representation.
CloseLossFormula The Formula used to calculate a Loss when the Account is Closed.
CloseLossFormulaText The Formula used to calculate a Loss when the Account is Closed in its String representation.
ClosedPendingAutoClose Should 'Closed Pending' Accounts be automatically 'Closed' during Account Processes, if the Pending Close Review date has been passed?
ClosedPendingDefault Should Accounts be placed into 'Closed Pending' status by default?
ClosedPendingReviewDays The number of days an Account should be in 'Closed Pending' before being reviewed.
ClosingSummaryDocumentId The Id of the Closing Summary Document.
ClosingSummaryDocumentPk The primary key of the Closing Summary Document.
ComparisonRateMaximum The Maximum Comparison Rate allowed (0=no limit).
ComparisonRateMaximumNext The Maximum Comparison Rate allowed where the Account is opened on or after ComparisonRateMaximumNextDate (0=no limit).
ComparisonRateMaximumNextDate Defines the date the Next Maximum Comparison Rate takes effect from.
ComparisonRateRoundingDecimals The number of decimal places to round the Comparison Rate to.
ComparisonRateType The Type of Comparison Rate calculation to use.
ComparisonRateTypeText The Type of Comparison Rate calculation to use in its String representation.
ConsumerRegulationType The Type of Consumer Regulation to apply.
ConsumerRegulationTypeText The Default Fee Charge Basis in its String representation.
ContractDocumentId The Id of the Contract Document.
ContractDocumentPk The primary key of the Contract Document.
ContractualOverdueLimitToBalance Limit the Contractual Overdue Balance (for Reporting) to the balance of the Account?
ContractualOverdueSmallBalanceThreshold
ControlGlAccountId The Id of the Control GL Account.
ControlGlAccountPk The Control GL Account's primary key.
CreatedDate Read-Only The Local date and time this record was created.
CreatedUserPk Read-Only The primary key of the User that created this record.
CreatedUtcDate Read-Only The UTC date and time this record was created.
CreditLimit1 The default Credit Limit 1 for new Accounts.
CreditLimit1Description The description of Credit Limit 1.
CreditLimit1DescriptionResolved Read-Only
CreditLimit1Required Indicates whether Credit Limit 1 is required.
CreditLimit2 The default Credit Limit 2 for new Accounts.
CreditLimit2Description The description of Credit Limit 2.
CreditLimit2DescriptionResolved Read-Only
CreditLimit2Required Indicates whether Credit Limit 2 is required.
CreditLimit3 The default Credit Limit 3 for new Accounts.
CreditLimit3Description The description of Credit Limit 3.
CreditLimit3DescriptionResolved Read-Only
CreditLimit3Required Indicates whether Credit Limit 3 is required.
CreditLimitCount The number of Credit Limits used for Accounts of this Account Type.
CreditLimitKeepOnRefinance Indicates whether the keep the existing Credit Limits when Refinancing an Account.
CreditLimitOtherDeductionsDescription The description of Credit Limit Other Deductions.
CreditLimitOtherDeductionsDescriptionResolved Read-Only
CreditLimitUseOtherDeductions Indicates whether the Credit Limit uses Other Deductions (requires scripting).
CreditLimitUsePendingWithdrawals Indicates whether the Credit Limit uses Pending Withdrawals.
CreditLimitUseUnclearedFunds Indicates whether the Credit Limit uses Uncleared Funds.
CreditReportingAccountType The Credit Reporting "Account Type".
CreditSale Indicates this Loan Account Type is for a Credit Sale.
CreditType The Type of Credit; used in Credit Reporting.
CreditTypeText The Default Fee Charge Basis in its String representation.
DebtRatioThreshold The Debt Ratio Threshold for this Account Type.
DefaultDescription The Default Description of New Accounts.
DefaultFeeChargeBasis Defines the basis for charging a Default Fee.
DefaultFeeChargeBasisText The Default Fee Charge Basis in its String representation.
DefaultFeeIgnoreLimit Indicates whether to ignore the Default Fee limit imposed by the Consumer Regulation.
DefaultFeeValue The Default Fee Value.
DefaultInterestInDefault Indicates whether to charge Default Interest when the Account is in Default.
DefaultInterestMinimumCharge The Default Interest Minimum Charge. E.g. If the Default Interest is less than the Default Interest Minimum charge then default interest will not be charged.
DefaultInterestOverdueBasis Defines the basis for determining if an Account is in Overdue Default.
DefaultInterestOverdueBasisText The Default Interest Overdue Default in its String representation.
DefaultInterestOverdueChargeBasis Defines the basis for charging Default Interest when Overdue.
DefaultInterestOverdueChargeBasisText The Default Interest Charge Basis when Overdue in its String representation.
DefaultInterestOverdueThreshold The Overdue Balance Threshold for which default interest will be Charged. E.g. If the Overdue balance is less than the Default Interest Threshold then default interest will not be charged.
DefaultInterestPostFinalDate Indicates whether to charge Default Interest when the Account is Post the last Payment Arrangement's Final Payment Date. Note, this is used in combination with "DefaultInterestPostMaturity".
DefaultInterestPostMaturity Indicates whether to charge Default Interest when the Account is Post Maturity.
DefaultInterestRate The Default Interest Rate.
DefaultInterestRateBasis Defines the basis for determining the Default Interest Rate.
DefaultInterestRateBasisText The basis for determining the Default Interest Rate in its String representation.
DefaultLedger The default Ledger for new Accounts.
DefaultPayToAccountIdentifierType The default PayTo (Australian Banking) Account Identifier (Alias) Type.
DefaultPayToDescription The default PayTo (Australian Banking) Description.
DefaultPayToPaymentTermFrequency The default PayTo (Australian Banking) Payment Term Frequency.
DefaultPayToPaymentTermType The default PayTo (Australian Banking) Payment Term Type.
DefaultPayToPurpose The default PayTo (Australian Banking) Purpose.
DefaultReviewPeriod If the user can enter a Review Date in the New Account wizard then this is the default Review Date Period for new Account.
DepositAllowWithdrawalsNegativeBalance Indicates whether a Withdrawal (including Transfers) to a Deposit Account should proceed if it places the Account into a negative Balance.
Description The Description of this Account Type.
DisbursementsShowInNewAccountWizard Indicates whether the Disbursements page should be included in the New Account wizard.
DocumentLinks Read-Only Special Documents for this Account Type.
Documents Read-Only A Collection of Documents flagged to indicate which ones are Available for this Account Type.
ElementLinks Read-Only Elements for this Account Type.
FacilityFeeChargeBasis Defines the basis for charging a Facility Fee.
FacilityFeeChargeBasisText The Facility Fee Charge Basis in its String representation.
FacilityFeeChargeIfMovement Charge the Facility Fee if there has been movement in the Period, regardless of threshold.
FacilityFeeChargeThresholdApply Apply a threshold check before charging the Facility Fee?
FacilityFeeChargeThresholdValue The Balance threshold value to check.
FacilityFeeValue The Facility Fee Value.
Icon Icon.
IncludeAccountLevelInsurance Indicates whether to include Account Level Insurance details.
InterestAvailableTypes Available Interest Types.
InterestAvailableTypesText Available Interest Types in its String representation.
InterestCommonClient Determines whether when selecting an Account to transfer Interest to, a common Client must exist.
InterestCycle The default Interest Cycle for new Accounts.
InterestCycleDateNext The default Next Interest Cycle date. Only applicable to Deposit class.
InterestCycleLimitToList Indicates whether the Interest Cycle for new Accounts must be one of the Listed values.
InterestCycleList Default list of Account Interest Cycles for new Accounts.
InterestCycleUpdateFromPaymentCycle Indicates whether the Interest Cycle is updated when the Payment Cycle changes.
InterestEarliestDateDefault The default to use when calculating the 'Earliest Date' payments can be adjusted on the Floating Interest Rate change wizard.
InterestEffectiveDateOrEarliestPaymentDate The default check/uncheck value for 'Or earliest payment date' in the Floating Interest Rate change wizard.
InterestInAdvance Indicates whether this Account Type uses Interest in Advance.
InterestInAdvanceAdjustmentBasis The Adjustment Basis if using Interest in Advance.
InterestInAdvanceAdjustmentBasisResolved Read-Only Indicates if adjustment is necessary based upon non-scheduled adjustment settings.
InterestInAdvanceAdjustmentBasisText The text representation of the Adjustment Basis if using Interest in Advance.
InterestInAdvanceAdjustmentNonScheduledFeesJournals If the Adjustment basis is not 'None', indicates whether Interest should be adjusted based upon non-scheduled Fees / Journal Transactions.
InterestInAdvanceAdjustmentNonScheduledPayments If the Adjustment basis is not 'None', indicates whether Interest should be adjusted based upon non-scheduled Payment Transactions.
InterestInAdvanceAdjustmentNonScheduledWithdrawals If the Adjustment basis is not 'None', indicates whether Interest should be adjusted based upon non-scheduled Withdrawal Transactions.
InterestInAdvanceResolved Read-Only Indicates whether this Account Type uses Interest in Advance, and the database is licenced for the 'Interest in Advance' module.
InterestInstructionDown The default Interest Instruction when Rates decrease for a new Account.
InterestInstructionDownText The default Interest Instruction when Rates decrease for a new Account in its String representation.
InterestInstructionUp The default Interest Instruction when Rates increase for a new Account.
InterestInstructionUpText The default Interest Instruction when Rates increase for a new Account in its String representation.
InterestIsFromDividends For NZ Deposit Accounts, indicates if Interest is from Dividends (required for the Investment Income Report / Export).
InterestNegativeRateAllow For Deposit Accounts, are negative Interest Rates allowed?
InterestNegativeRateTaxNotApplicable If Negative Interest, indicates whether to treat the Tax as Not Applicable.
InterestPaymentAvailableTypes Available Interest Payment Types.
InterestPaymentAvailableTypesText Available Payment Interest Types in its String representation.
InterestPaymentCompoundFinal Indicates whether the final Interest Payment for a Fixed Term Deposit is compounded (rather than paid out).
InterestPaymentRollForward Indicates whether Interest Payments (Payouts) are rolled forward if it falls on a non-Business Day.
InterestPaymentType The Interest Payment Type.
InterestPaymentTypeText The Interest Payment Type in its String representation.
InterestRate
InterestRateChangeAdviceDocumentId The Id of the Interest Rate Change Advice Document.
InterestRateChangeAdviceDocumentPk The primary key of the Interest Rate Change Advice Document.
InterestRateTableId The Id of the Interest Rate Table.
InterestRateTablePk The primary key of the Interest Rate Table.
InterestRateTablePremium The Interest Rate Table Premium.
InterestType The Interest Type.
InterestTypeText The Interest Type in its String representation.
IsDirty Read-Only Indicates whether this object has been modified since being created, loaded or refreshed.
IsNew Read-Only Indicates whether this is a new record.
LaybySale Indicates this Loan Account Type is for a Layby Sale.
MaturityAccountTypeId The Id of the default Account Type to mature Accounts into.
MaturityAccountTypePk The Primary Key of the default Account Type to mature Accounts into.
MaturityAccountTypesNew A list of valid Account Types used when maturing a Deposit into a new Deposit Account.
MaturityAccountTypesTransfer A list of valid Account Types used when transferring a maturing Deposit into an existing Account.
MaturityAvailableInstructions Available Maturity Instructions.
MaturityAvailableInstructionsText Available Maturity Instructions in its String representation.
MaturityGraceDays The number of Grace Business Days to allow a Deposit Account to go over Maturity and still process on the original Maturity Date.
MaturityInstruction The default Maturity Instruction for Deposit Accounts.
MaturityInstructionText The default Maturity Instruction for Deposit Accounts in its String representation.
MaturityPaymentAvailableTypes Available Maturity Payment Types.
MaturityPaymentAvailableTypesText Available Maturity Payment Types in its String representation.
MaturityPaymentType The Maturity Payment Type.
MaturityPaymentTypeText The Maturity Payment Type in its String representation.
MaturityReinvestmentCommonClient Determines whether when selecting an Account to reinvest to, a common Client must exist.
MaturityTransferCommonClient Determines whether when selecting an Account to transfer to, a common Client must exist.
MinimumPaymentBasis The Minimum Payment Basis.
MinimumPaymentBasisText The Minimum Payment Basis in its String representation.
MinimumPaymentCarryForwardPrepaid Indicates whether a prepaid overdue Balance should be carried forward past the Minimum Payment.
MinimumPaymentDueDays The Minimum Payment days before due (after Statement).
MinimumPaymentHoldToDate If MinimumPaymentHoldToPeriod is 'On Date' then this is the date to 'Hold To'.
MinimumPaymentHoldToLimitToList Indicates whether the Minimum Payment 'Hold To' period for new Accounts must be one of the Listed values.
MinimumPaymentHoldToList Default list of Account Minimum Payment 'Hold To' periods for new Accounts.
MinimumPaymentHoldToMaximum The maximum Minimum Payment 'Hold To' period allowed for new Accounts.
MinimumPaymentHoldToPeriod The Minimum Payment 'Hold To' period for New Accounts.
MinimumPaymentMoveToNextBusinessDay Indicates whether the Minimum Payment due date should be moved to the next business day if it falls on a non-business day.
MinimumPaymentPercent The Minimum Payment Percentage.
MinimumPaymentValue The Minimum Payment Value.
NegativePaymentMatchDays The maximum number of days between a Payment and its negative Payment to match on. -1 means do not match.
NetAdvanceMaximum The Maximum Net Advance allowed for new Accounts.
NetAdvanceMinimum The Minimum Net Advance allowed for new Accounts.
NextAccountId The Next Account code to use for this Account Type.
Notes The Notes for this Account Type.
ObjectScripts Read-Only Object Scripts for this Account Type.
OptionAllowBalloonPayment Indicates whether a Balloon Payment is allowed.
OptionAllowCreditBalancePreMaturity Indicates whether a Payment can take the Account Balance into Credit (or Zero), before the Maturity date.
OptionAllowFirstPaymentDate Indicates whether the user can enter the First Payment Date in the New Account wizard.
OptionAllowInterest Indicates whether the user can enter the Interest Details in the New Account wizard.
OptionAllowInterestCycle Indicates whether the user can enter the Interest Cycle in the New Account wizard.
OptionAllowLedger Indicates whether the user can change the Ledger in the New Account wizard.
OptionAllowMaturityDate Indicates whether a Maturity Date can be entered (for a Revolving Credit Account) in the New Account wizard.
OptionAllowMaturityInstruction Indicates whether Maturity Instructions can be entered (for a Deposit Account) in the New Account wizard.
OptionAllowMinimumPayment Indicates whether the user can enter the Minimum Payment (Basis and Values) in the New Account wizard.
OptionAllowMinimumPaymentDueDays Indicates whether the user can enter the Minimum Payment Due Days in the New Account wizard.
OptionAllowMinimumPaymentHoldTo Indicates whether the user can enter the Minimum Payment 'Hold To' date in the New Account wizard.
OptionAllowPayArrangeExtendTerm Indicates whether a Payment Arrangement can extend the Term, i.e., the final payment date is after the maturity date.
OptionAllowRefinanceInto Indicates whether an Account can be Refinanced into this Account Type.
OptionAllowRefinanceRedatedForward Indicates whether an Account being Refinanced into this Account Type can be re-dated.
OptionAllowRegularPayment Indicates whether the Regular Payment overrider in the New account wizard is allowed to be entered.
OptionAllowResidualValue Indicates whether a Residual Value is allowed.
OptionAllowRestructure Indicates whether an Account can be Restructured.
OptionAllowReviewDate Indicates whether the user can enter a Review Date in the New Account wizard.
OptionAllowStartupInterest Indicates whether the user can enter the Startup Interest details in the New Account wizard.
OptionAllowStatusClosedToOpen Indicates whether the Account Type allows a Closed Account to be reopened.
OptionAllowTaxCategory Indicates whether the user can enter the Tax Category in the New Account wizard.
OptionAllowTotalInterest Indicates whether the user can enter the Total Interest value (to calculate the Interest Rate) in the New Account wizard.
OptionAllowWithdrawals Indicates whether the Account Type allows Withdrawals (including Transfers From).
OptionArchiveDeclinedUnwanted Should 'Quote' Accounts be immediately archived when Declined or Unwanted?
OptionAutomaticClose Should Accounts be automatically closed during Account Processes?
OptionAutomaticClosePreMaturity Should Accounts be automatically closed during Account Processes if they have not reached their Maturity date?
OptionCreateAdjustedToZeroTransactions Should Transactions be added if their Value has been adjusted to zero?
OptionDefaultPrintContractDocument Indicates whether the by default, the New Account wizard will have the "Print Contract Document" checkbox checked.
OptionDefaultQuoteStatus Indicates whether the default Status for a New Account should be "Quote"?
OptionDefaultResidualValueFromNetAdvance Indicates whether the Residual value should be defaulted from the Loan's Net Advance?
OptionDefaultResidualValueFromSecurities Indicates whether the Residual value should be defaulted from Securities?
OptionInterestAccruedMethod The method of calculating Accrued Interest.
OptionInterestAccruedMethodText The Accrued Interest Method in its String representation.
OptionInterestAlignFirst Align the first Interest date to the first Payment date?
OptionInterestBackdating The basis for revising Interest after Transactions are backdated.
OptionInterestBackdatingConvertedTransactions If OptionInterestBackdating=Reverse then this determines if converted INterest Transactions are reversed.
OptionInterestBackdatingText The basis for revising Interest after Transactions are backdated in its String representation.
OptionInterestChargeOriginal Is Precomputed Interest charged during the Term of the Loan?
OptionInterestChargeUpfront Is Precomputed Interest charged Upfront, rather than during the Term?
OptionInterestFixRateTable Is Interest calculated based upon the Opening Date and Investment Value from the Rate Table. When opened the Account is converted from "Rate Table" to "Fixed Rate".
OptionInterestFlatRate Is Interest calculated using a Flat Interest Rate?
OptionInterestOnInterest Is Interest charged on the outstanding Interest Balance?
OptionInterestPostMaturityBasis Indicates the basis of charging Interest when the Account is post maturity.
OptionInterestPostMaturityBasisText Indicates the basis of charging Interest when the Account is post maturity, in its string representation.
OptionInterestPostMaturityZeroRate Read-Only System Use Only Obsolete Indicates whether to charge Interest at 0% post maturity.
OptionInterestRoundMethod The method of rounding Interest.
OptionInterestRoundMethodText The method of rounding Interest in its string representation.
OptionNextPaymentIncludesMinimumPayments Indicates whether to include future Minimum Payments in Next Payment values for Revolving Credit Loan Accounts.
OptionPaymentAllocationMethod The allocation method for Regular Payments on a Loan Account.
OptionPaymentAllocationMethodText Indicates the allocation method for Regular Payments on a Loan Account, in its string representation.
OptionPaymentDirectDebitBalloon Indicates whether to Direct Debit the Balloon Payment.
OptionPaymentDirectDebitDateOpened Indicates whether to Direct Debit Payments on the Date the Account was Opened.
OptionPaymentDirectDebitExcludeDateOpened System Use Only Obsolete Indicates whether to NOT Direct Debit Payments on the Date the Account was Opened.
OptionPaymentsAdjustFinalBeforeBalloon Adjust the Final Payment before the Balloon Payment to hold the Balloon Payment value.
OptionPaymentsFinalPlusBalloon Is there a Final Payment in addition to the Balloon Payment.
OptionPaymentsInAdvance Are Payments in Advance, i.e. at the beginning of a Payment Period? (False=Arrears)
OptionPaymentsRound Indicates whether the Regular Payment should be rounded up?
OptionPaymentsRoundMultiple If the Regular Payment is rounded up, this is the multiple to round up to.
OptionPaymentsUseResidualCalcForBalloon Indicates whether to use the Residual Value method of calculation for the Balloon Payment.
OptionShowFinancialPageOptionsTab Indicates whether the Options tab on the Financial Page is shown in the New Account wizard.
OptionShowFinancialPageOverridingPaymentsTab Indicates whether the Overriding Payments tab on the Financial Page is shown in the New Account wizard.
OptionShowFinancialPagePrintQuotation Indicates whether the Print button on the Financial Page is shown in the New Account wizard to allow a Quotation to be printed (providing a Quotation document is defined).
OptionShowInstalmentsDrilldown Indicates whether the Instalments button on the Financial Page is shown in the New Account wizard.
OptionShowInstalmentsDrilldownWeb Indicates whether the Instalments button on the Financial Page is shown in the Web Interface.
OtherInterestDescription A short description of "Other Interest".
OtherInterestRate
OtherInterestRateTableId The Id of the Other Interest Rate Table.
OtherInterestRateTablePk The primary key of the Other Interest Rate Table.
OtherInterestType The Other Interest Type.
OtherInterestTypeText The Other Interest Type in its String representation.
OverLimitBasis Defines the basis for determining if Account is Over its Credit Limit.
OverLimitBasisText The Over Limit Basis in its String representation.
OverLimitFeeChargeBasis Defines the basis for charging a Over Limit Fee.
OverLimitFeeChargeBasisText The Over Limit Fee Charge Basis in its String representation.
OverLimitFeeValue The Over Limit Fee Value.
OverLimitThreshold The Over Limit Balance Threshold (monetary) for which defaults will be Charged.
OverLimitThresholdPercent The Over Limit Balance Threshold (percent) for which defaults will be Charged.
OverdueLimitToBalance Limit the Overdue Balance (for Reporting) to the balance of the Account?
OverdueSmallBalanceThreshold
PaymentArrangementDefaultPrintAdvice Indicates the default "Print Advice?" for Payment Arrangements.
PaymentArrangementDocumentId The Id of the Payment Arrangement Document.
PaymentArrangementDocumentPk The primary key of the Payment Arrangement Document.
PaymentArrangementQuoteDocumentId The Id of the Payment Arrangement Quote Document.
PaymentArrangementQuoteDocumentPk The primary key of the Payment Arrangement Quote Document.
PaymentCycle The default Payment Cycle for new Accounts.
PaymentCycleLimitToList Indicates whether the Payment Cycle for new Accounts must be one of the Listed values.
PaymentCycleList Default list of Account Payment Cycles for new Accounts.
PaymentDetailsUpdateDocumentId The Id of the Payment Details Update Document.
PaymentDetailsUpdateDocumentPk The primary key of the Payment Details Update Document.
PaymentDirectDebitLimitToBalance Limit the Direct Debit amount to the Account Balance (including Accruals) or let the Account go into a credit balance?
PaymentDirectDebitMinimumThreshold Limit miscellaneous (ie non-Payment Due) Direct Debits to a minimum value threshold?
PaymentEarlyPartialRepaymentWarning Indicates whether to warn the User if an early partial Repayment is made in the Account Payment wizard.
PaymentFirstDate If PaymentFirstPeriod is 'On Date' then this is the date of the first Payment.
PaymentFirstPeriod The period before the first Payment is due.
PaymentFirstPeriodLimitToList Indicates whether the First Payment Period for new Accounts must be one of the Listed values.
PaymentFirstPeriodList Default list of Account Payment First Periods for new Accounts.
PaymentFirstPeriodMaximum The maximum First Payment period allowed for new Accounts.
PaymentGracePeriodChargeDefault Indicates whether Default Interest is charged in a partial grace period at the end of an Interest Period.
PaymentGracePeriodDays The number of Business days in the Payment Grace Period.
PaymentGracePeriodUse If a Payment Grace Period used?
PaymentReceiptDocumentId The Id of the Payment Receipt Document.
PaymentReceiptDocumentPk The primary key of the Payment Receipt Document.
PaymentRevisionAdviceDocumentId The Id of the Payment Revision Advice Document.
PaymentRevisionAdviceDocumentPk The primary key of the Payment Revision Advice Document.
Pk Read-Only This record's primary key.
ProductTypeId The Id of this Account Type's Product Type.
ProductTypePk The primary key of this Account Type's Product Type.
PromotionBasis Indicates if and how this Account Type must use Promotions.
PromotionBasisText Indicates if and how this Account Type must use Promotions in its String representation.
PromotionUserDefinedParameterSetId The Id of the Parameter Set used to enter Promotion details.
PromotionUserDefinedParameterSetPk The primary key of the Parameter Set used to enter Promotion details.
Promotions Read-Only A collection of Promotions.
PromotionsLoaded Read-Only Indicates whether the Promotions collection has been loaded.
QuoteDocumentId The Id of the Quote Document.
QuoteDocumentPk The primary key of the Quote Document.
RateTables Read-Only A Collection of Rate Tables flagged to indicate which ones are Available for this Account Type.
RefinanceLossFormula The Formula used to calculate a Loss when the Account is Refinanced.
RefinanceLossFormulaText The Formula used to calculate a Loss when the Account is Refinanced in its String representation.
ReinvestmentPreserveInterestPaymentType Determines whether, when reinvesting a Deposit, the existing Interest Payment Type is preserved (where possible) from the original Deposit.
RemittanceDocumentId The Id of the Remittance Document.
RemittanceDocumentPk The primary key of the Remittance Document.
Rules Read-Only A collection of Account Type Rules.
ShowAccountIdWithCheckDigit Indicates whether the AccountId with check digit should be shown in Summary Pages.
ShowContractualOverdue Indicates whether the Contractual Overdue should be shown in Summary Pages etc.
ShowHistoryRating Indicates whether the Account's History Rating should be shown in Summary Pages.
ShowOverdue Indicates whether the Overdue should be shown in Summary Pages etc.
ShowTotalAdvances Indicates whether show Total Advances in Summary Pages.
ShowWarningAlerts Indicates whether the Account Warnings Script should create Alert items.
ShowWarningInfos Indicates whether the Account Warnings Script should create Information items.
ShowZeroInterestTransactions Indicates whether the show Zero Value Interest Transactions.
SmallBalanceRefundCredit Indicates the credit value where if an Account's balance is on/below this value it should be refunded.
SmallBalanceWriteOffCredit Indicates the credit value where if an Account's balance is on/below this value it should be Writen Off.
SmallBalanceWriteOffDebit Indicates the Debit value where if an Account's balance is on/below this value it should be Writen Off.
StandardRateTableId The Id of the Standard Rate Table.
StandardRateTablePk The primary key of the Standard Rate Table.
StandardTransactions Read-Only A collection of Standard Transactions.
StartupInterestAvailableTypes Available Startup Interest Types.
StartupInterestAvailableTypesText Available Interest Types in its String representation.
StartupInterestPeriod The Startup Interest Period.
StartupInterestPeriodLimitToList Indicates whether the Startup Interest Period for new Accounts must be one of the Listed values.
StartupInterestPeriodList Default list of Startup Interest Periods for new Accounts.
StartupInterestPeriodMaximum The Maximum Interest Cycle for new Accounts.
StartupInterestRate
StartupInterestRateTableId The Id of the Startup Interest Rate Table.
StartupInterestRateTablePk The primary key of the Startup Interest Rate Table.
StartupInterestRateTablePremium The Start Up Interest Rate Table Premium.
StartupInterestToDate If the Startup Interest Period is set to "To Date" then this is the Date the Startup Interest Period ends.
StartupInterestType The Startup Interest Type.
StartupInterestTypeText The Startup Interest Type in its String representation.
StatementCycle The default Statement Cycle.
StatementDateNext The default Next Statement date.
StatementDocumentId The Id of the Statement Document.
StatementDocumentPk The primary key of the Statement Document.
StatementUse Turns Statement Use for this Account Type On or Off
SummaryPages Read-Only A collection of Summary Pages.
SummaryPagesLoaded Read-Only Indicates whether the Summary Pages collection has been loaded.
Tag The Tag property can be used to attach another value or object to this object.
TaxCertificateNotIssueAIL Indicates whether to "Not Issue" Client Document Logs created for AIL Tax Certificates (NZ only).
Term The default Term for new Accounts.
TermCalculateSchedulePastMaturityDate Indicates how far into the future the Financial Schedule for Revolving Credit Loans is calculated (if a to date is not specified).
TermEntryMethod The Term Entry Method in the New Account wizard.
TermEntryMethodText The Term Entry Method in its String representation.
TermLimitToList Indicates whether the Term for new Accounts must be one of the Listed values.
TermList Default list of Account Terms for new Accounts.
TermMandatory Is the Maturity Date for Revolving Credit Loans mandatory?
TermMaximum The Maximum Term for new Accounts.
TermMinimum The Minimum Term for new Accounts.
TermNumberOfPayments The default Number of Payments to make the Term.
TermOnCall For a Deposit Account Class, is this an "On Call" Deposit?
TermOnDate For a Deposit Account Class, if the Term is "On Date", the Term end date to default.
TermRollForward Indicates whether the Term for new Accounts should be rolled forward to the next Business Day if it falls on a non-Business Day.
TermUse Is a Term/ Maturity Date used for Revolving Credit Loans?
Timestamp Read-Only This record's Timestamp.
TransferCommonClient Determines whether when selecting an Account to transfer to, a common Client must exist.
UpdatedDate Read-Only The Local date and time this record was last updated.
UpdatedUserPk Read-Only The primary key of the User that last updated this record.
UpdatedUtcDate Read-Only The UTC date and time this record was last updated.
User Indexed User Defined data.
UserData Read-Only User Defined data.
UserDataWeb Read-Only System Use Only
UserDefinedParameterSetId The Id of the Parameter Set used to enter User Defined details.
UserDefinedParameterSetPk The primary key of the Parameter Set used to enter User Defined details.
UserDefinedShowInNewAccountWizard Indicates whether the User Defined details page should be included in the New Account wizard.
UserFlagA A custom Flag which can be use from Summary Page Scripts, other Scripts or External Applications.
UserFlagB A custom Flag which can be use from Summary Page Scripts, other Scripts or External Applications.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0