Client account operation window
Windows used with client account operations:
New client account operation entry window,
Client account operation and Client account operations editor windows.
Entry window
The entry window is used to add a new client account operation.
The window is opened by the command in the context menu of the viewer window.
New client account operation entry window
Form fields:
-
Name — name of the account operation.
The operation name can be automatically generated or entered manually. Automatic generation occurs when the window is opened or when the selection button in the Name field is pressed. Automatic names are generated using the template specified in the directory. The client should be specified in the Client field before automatically generating the operation number, otherwise the number will be generated using only partial information.
-
Description — brief description.
-
Date — date and time the operation was carried out.
This field is pre-populated automatically when the window is opened, but can be edited.
-
Total — total value of the operation.
A positive value denotes a deposit to the account, a negative value denotes a debit.
Debits cannot exceed the balance of the account. If a minimum account balance is specified for the client, debits cannot bring the account balance below the specified minimum.
-
Client — name of the client whose account the operation is carried out on. Selection is made in the window.
-
Account type — type of client account. Selection is made in the window.
-
Authorisation operation — name (number) of the authorisation operation carried out when performing the client account operation. Selection is made in the window.
-
Operation owner — name of the employee who performed the operation. Selection is made in the window.
Selecting will add the operation to the list and close the entry window. Selecting will close the window without saving the operation. Selecting will add the operation to the list without closing the entry window.
Editor window
The editor window is opened by the command in the context menu when or operations are selected.
If one operation is selected, the editor window will open:
Client account operation editor window
The fields are the same as in the window.
Multiple editor window
The multiple account operations editor window opens when multiple account operations are selected for editing.
The name of the window is . This window includes a panel with a list of the selected account operations.
Multiple Client account operations editor window
When multiple account operations are selected for editing, any changes that are saved will be applied to all of the selected account operations.