The tables can be sorted by the data in any column. Click the arrows in the column headers to sort the table (up arrows give an ascending sort, down arrows give a descending sort).
For accounts and investments, the first column shows the company-defined Description (entered in Administration > Account Maintenance) and the financial institution-defined Type. Click the Description field to display the Account Details screen for that account or investment item.
If your financial institution’s host system supports additional account data, you will see a column labeled More Info with a magnifying glass icon for each account and investment record. Click the magnifying glass to see a record of float Time interval, or delay, between the start and completion of a specific phase or process (check or electronic deposits, clearings etc.) that occurs along the cash flow timeline. data and other CTD (Cycle To Date) summary data for the account or investment. The information appears in its own browser window and can be printed.
If your financial institution’s host system supports Statement data, you will see a column labeled Stmt with a magnifying glass icon for each account and investment record. Click the magnifying glass to see a statement with CTD debits and credits for the account or investment. The statement appears in its own browser window and can be printed. On the first day after a statement cycle you will be prompted to enter the date range. Enter the date range for the previous statement cycle.
Click the Print button to print a hardcopy of this screen; a standard Windows dialog box lets you specify a printer. Click Export to create a text file in a comma-delimited format, suitable for import into spreadsheets and other financial programs; a standard Windows dialog box lets you specify the filename and directory location.