The All Accounts History inquiry provides a convenient / time saving method of viewing transaction activity along with the running balance all at once for all accounts for which your Customer / Member is the tax owner and optionally the non-Tax Owner. The inquiry screen and viewing options are similar to the standard DNA™ Account Transaction History Inquiry.
When your staff wants quick access to a Customer/Member’s transaction activity across all of their accounts, the All Accounts History DNAapp is the answer. Instead of going into each and every account of a particular person/organization to find a transaction or balance, you can use this new screen to quickly view all of that person’s transaction activity. You can then filter your results and click into specific transactions for additional detail, check images and related transactions.
The All Accounts History screen is accessible from numerous places within DNA and auto populates transaction data for all of the Tax Reported For accounts of the actively selected person or account. So, for example, if you’re on the Maintenance screen for John Doe and click All Accounts History, the screen will show the transaction activity for all of the accounts where John Doe is the tax owner. A Slide Out lets you select other people/organizations once you are in the screen. The inquiry screen and viewing options are similar to the standard DNA Account Transaction History Inquiry.
Save time and effort searching, viewing, filtering, and finding transaction data, including transaction activity, details, balances, check images, and more
View transaction activity from all of a person/organization’s Tax Reported For accounts in one familiar looking screen
Drill down into a Customer/Member’s transaction activity from multiple places within DNA to access detailed transaction information on the fly
Quickly find and access transaction and balance information when you are not sure which account a transaction occurred in
A new screen - ‘All Accounts History’ has been created. The screen will select all accounts for which Tax Report For Person Number (or Tax Report For Org Number), and optionally non-Tax Owner, is the same as the Person (or Org) Number from which this screen is accessed. It will then display all the transactions performed on the selected accounts based on the Date range and other criteria specified.
A new Menu Item ‘All Accounts History’ can be accessed from the following locations:
Services -> Relationships -> Quick Inquiries -> All Accounts History
Services -> Services -> Inquiries -> All Accounts History
Services -> Relationships -> Maintenance -> Person/Member -> All Accounts History
Services -> Relationships -> Maintenance -> Organization -> All Accounts History
Services -> Relationships -> Maintenance -> Deposit Accounts -> Inquiries -> All Accounts History
Services -> Relationships -> Maintenance -> Loan Accounts -> Inquiries -> All Accounts History
Relationship Profile Screen -> Accounts (Tab) -> Deposits -> Inquiries -> All Accounts History
Relationship Profile Screen -> Accounts (Tab) -> Loans/Safe Deposit Box -> Inquiries -> All Accounts History
Services -> Relationships -> Maintenance -> Loan Accounts -> Show Menu -> Inquiries -> All Accounts History
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