History
The History in the Right-side panel is a tool that you can use to view the file maintenance made to a customer or account. Previously, this was Audit & Log.
The History page includes a Summary tile of important information such as Balance, NSF, Services Charges, Interest, Activity, and Withholdings grouped by Month To Date and Year To Date. Additionally, you can view:
- NSF History that includes a Current Statement Recap and Profile History grouped by month
- Reg D