Draft Images:  Draft Image Summary

 View Highlighted Row        Refresh Screen Find Environmental Settings    Print

From:  Select Date From Calendar   To:  Select Date From Calendar

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Date Account Type Currency Financial Institution Account # Account Name Account Nickname
05/19/2011 Draft USD 45 GREENSTONE 5500123456 Share Draft Share Draft
05/19/2011 Draft USD 45 GREENSTONE 1100556677 Share Draft Share Draft
05/19/2011 Draft USD 45 GREENSTONE 5500123456 Share Draft Share Draft

Export Summary and Detail Transactions Report Export


Draft Image Summary Page:  Displays a summary of all drafts (i.e., checks) written against your operating loan account(s).

Continue to Draft Transaction Search Continue

The first time you come to this page, you will have a chance to set up the default view for drafts via the Environmental Settings screens. For this example, the default view has already been set up, displaying a summary of drafts from the previous day (Previous Day Account Summary).

(Note:  Drafts have only recently been made available online, so not all your drafts will be available for viewing.)

 
  • The first row in the Draft Image Summary table has been selected for you. To see the draft written against the operating loan in the selected row:
    • click the (View Highlighted Row) icon in the toolbar of the Previous Day Account Summary table, OR
    • click the Transactions button.
  • To see how to change the appearance and content of the table on the Draft Image Summary page, click the (Environmental Settings) icon.
  • To proceed 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.