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 Manage Bank Administration.

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.