View prior day balance information

Procedure

  1. On the main menu, select Accounts, and in the Manage Accounts section, select Prior Day.

    The Prior Day Balances page displays balance information grouped by the account type (deposits, fixed term deposits, fiduciary, credit, loan).

  2. Use the following methods to modify the data displayed in the report:

    Task Actions
    Customize the report format and data Click the Customize icon in the top left of the page.

    From the menu, select Customize. The page becomes interactive and provides options for customizing balance data presentation.

    For customization options, see Customize your view.

    Expand the date range Enter dates in the From and To fields in the Change Dates area.

    Click Go. The report reappears for the selected date range.

    Note: Whether the From and To fields are available depends on system configuration.