Account Information:  Account Summary

 

 View Highlighted Row Account Details        Refresh Screen Find Environmental Settings
Customer Number Account Type Account Number Account Nickname Stock Balance Principal Balanc Investment Bal Available Balan Customer Name
1458500 Operating Loan 5500123456 Operating   348,270.72   50,729.28 John Farmer
1458500 Cash Managem 5500123456 Farm Cash Manag     0.00 0.00 John Farmer
1458500 Real Estate 7600987654 Real Estate Loan   125,000.00   125,000.00 John Farmer
1458500 Funds Held 7600987654 Funds Held Invest 0.00   5,000.00 5,000.00 John Farmer
1458500 Intermediate L 1000443322 Machinery   6,982.60     John Farmer
1458500 Operating Loan 1100556677 Operating   0.00   74,000.00 John Farmer

Report Export


Account Summary Page:  A summary of all your accounts displays on this page.

Continue to Transfer Summary Continue

Information such as account number, account name, and balance information displays in a table. (The account nickname is managed in the Administration section, which will be discussed later in the demo.)

Transaction and account details may be viewed by selecting an account from the table and clicking the appropriate icon from the table's toolbar. For this demo, an Operating Loan account has already been selected for you.

In the Online Banking System, the Report button at the bottom of the page allows you to view the information on the page in a report format. The report can be printed or saved. The Report button is available on most pages. The Export button allows you to export the information on the page into a spreadsheet format (i.e., MS Excel, MS Money, or Quicken).

 
  • To see Transaction Details for the selected account, click the (View Highlighted Row) icon.
  • To see Account Details for the selected account, click the (Account Details) icon.
  • To see how to change the appearance and content of the table, click the (Environmental Settings) icon.
  • For an example of a Cash Management account, click on the account in the second row of this table.
  • To jump to the next section in the demo, click the (Continue) arrow in the upper right corner of this dialog box.

Note:  Some icons and buttons are not a part of this demo and are intentionally disabled.