Account summary
This summary page shows all of the related information about a Cash account including account detail, resources, lock boxes, correspondence, documents, and comments.
Account Summary is a tab on .
This table shows the contents of this summary page:
Pane | Description |
---|---|
Account Detail | Specific information about the account. |
Resources | Resources that are assigned to the account. |
Lock boxes | Lock box numbers, descriptions, and other information for the account. |
Correspondence | Correspondence that is sent to a financial institution representative and an account resource. |
Documents | Documents that are attached to the account. |
Comments | Comments that are attached to the account. |