Account Preferences
Account Preferences

 How to access
Preferences
menu item > Select the Account Info tab (in the Manage user preferences window)


The Account Info tab contains the following items:

  • Number of accounts to be displayed per page: to define the number of accounts displayed per page.
  • Default view of account information: two different views for your account information exist.

    • View account info. per period: each transaction shown separately for the past week.
    • View account info. per statement: group transactions by statement. A statement may include more than one transaction.
      Displaying information by period may be a good option if you only have a few transactions, while displaying by statement may be better if you have lots of transactions. By default, the View account info. per statement is shown.

  • View aliases instead of account holder names: when selected, accounts in the Account Info tab are presented with their aliases instead of their names.
  • Merge download reporting files:

    • When selected: selected report files of the same type will be downloaded as one file.
    • When not selected: selected report files will be downloaded as separate files.

  • Save: the button to save the account preferences. You have to login another time before the changes come into effect. 
  • Cancel: the button to discard the changes.

In this window you can define preferences for your accounts.
690
KB_Description[isabel,helpdesk,uhdbanks,bankadmin,custadmin,partners,customers,world]
16/08/2005
27/01/2010

Account Preferences

In this page:

Document ID: 690
Modified: 27/01/2010
Created: 16/08/2005
Version: 38

Purpose:

In this window you can define preferences for your accounts.

Body:

 How to access
Preferences
menu item > Select the Account Info tab (in the Manage user preferences window)


The Account Info tab contains the following items:

  • Number of accounts to be displayed per page: to define the number of accounts displayed per page.
  • Default view of account information: two different views for your account information exist.

    • View account info. per period: each transaction shown separately for the past week.
    • View account info. per statement: group transactions by statement. A statement may include more than one transaction.
      Displaying information by period may be a good option if you only have a few transactions, while displaying by statement may be better if you have lots of transactions. By default, the View account info. per statement is shown.

  • View aliases instead of account holder names: when selected, accounts in the Account Info tab are presented with their aliases instead of their names.
  • Merge download reporting files:

    • When selected: selected report files of the same type will be downloaded as one file.
    • When not selected: selected report files will be downloaded as separate files.

  • Save: the button to save the account preferences. You have to login another time before the changes come into effect. 
  • Cancel: the button to discard the changes.

How can I...:

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