ISP Management System Banking

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Presentation Description

Banking Training for the ISP Management System

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Presentation Transcript

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Under You must be the Account Manager or a manager (or above) in the database to even be able to see an individual’s financial records. However, ONLY the Account Manager edit them.

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Under General Account Info Threshold Limit Balance Summaries New Transaction Info Transaction Detail

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Under General Account Info To add a newaccount Is a special account, if it ever goesover $100 then it will be highlighted

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Under Select an Account

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Under A transaction will instantly be posted in both accounts, with appropriate

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Under Filter area Transaction Info Transaction Detail Reports Area

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Under Filter area

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Under Transaction Info Transaction Detail Edit Delete Note: Deleting Transaction Info will delete all of the corresponding Transaction Detail.

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Under Reports Area

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Under Default area The Default Financial Comments will appear on Section H of the DDD Monthly report unless an appropriate Override Monthly Financial Comment exists.

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Under Here is where you can specify Monthly Financial Comments. Override area

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Under Report area

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Thank you : 

Thank you We hope you enjoyedthis training. Good luck!