Refreshing account data in real time
Depending on the financial institution's configuration, a Refresh Data button or link may appear at the top right of the page. It can appear on any of these pages under the Accounts tab:
- Current Day Balances
- Cash Position Worksheet
- Export Profiles
- Transaction Search
- Standard Reports
When you click the Refresh Data button, the Select Accounts for Real Time Update page appears.
On this page the user can select specific accounts and update their balances, transaction details, or both. At any time, the user can update information for entitled accounts. If another user is already updating the account, its check box is grayed out preventing errors from simultaneous refreshing.
Note: The Select Accounts for Real Time Update page and the Refresh Data button are available only when the page is configured for real-time updates.
