Account Summary

Introduction

This option allows you to view the summary of all accounts.

The system fetches your accounts list for which you have inquiry access and displays all accounts & their account balances If you don't have the inquiry access then the account balance field is shown as 'Not Available'

The account summary is displayed on the screen along with the search criteria's with which you can use to retrieve specific accounts.

If the search criteria is blank and you click on the Search button, the account summary for all your own and linked accounts will be shown.

Navigation

The following is the navigation for this option:

Click on the Accounts and Statements sub menu
From the Sub menu displayed click on Accounts Summary sub menu

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field	Description
Search Criteria
Account Description	Specify Account Description to view the account summary details.
Account Number	Specify the account number for which account summary is required.
Account Currency	From the drop-down list, select the currency if required.
Account Type	From the drop-down list, select the account type for which summary details is required.
Click	To
Search	View the account summary in the below section.
Clear	Refresh the screen without the specified query criteria (where results have not been displayed) or to reload the screen with the latest results for the criteria specified.
Field	Description
Search Criteria
Account Description	The short name of the account. Click the Account Description to get details of the account.
Account Category	The category of the account.
Account Type	The type of the account.
Account Number	The number assigned to the account.
Currency	The currency in which the account operates.
Book Balance	Indicates the balance amount in the account and the type of balance, either credit or debit.
Available Balance	Indicates the balance amount in the account.
Click	To
Transaction Categorization	Categorize the transactions for the selected accounts.
Open New Account	Allows to create new accounts.