Navigation:  Group Users Functions > Quick viewing of bank account details from Line item

This feature enables a user to quickly check bank account details such as balance, transactions made etc., Note that for the first time, when the account is created it will reflect $0 as balance in the account.

 

 

To do a quick view of the bank account details

 

1.   Click the link located under the Bank Balance column for that line item.

 

   

 

     A pop-up opens with information of the bank account.

 

   

 

2.   Click Close to close the pop-up or click and drag the Move link to position the pop-up in a different place on the screen.

 

Note:   You can also invoke this pop-up by clicking the Bank Balance link located next to the user name. This topic has been covered under User's Functions.