The Savings tile appears on the Customer Summary page and provides you quick access to:
- Summary, Activity, Codes, and Year to Date Information
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The following fields appear within the Summary, Activity, Codes, and Year to Date tabs.
Summary
Activity
Codes
Year to Date
Account
Account
Account
Account
Relationship
Date Last Withdrawal
Branch
Average Ledger Balance
Interest Rate
Amount Last Withdrawal
Accounting Branch
Average Yield
Available Balance
Date Last Deposit
Class
Interest Paid
Current Balance
Amount Last Deposit
EOD
Average Available Balance
Responsibility
- Warnings, Account Relationships, and Additional Information
