View bank administration
View bank administration provides a summary of all the financial institutions, accounts, documents, and contacts a user has set up.
Financial institution summary
This tab displays all the institutions that were set up with all their corresponding branches, fee service codes, service statements, and documents.
Account summary
This tab displays all the related information about an account.
Fee service analysis
Once a fee service statement has been uploaded, the analytical graphs will display and illustrate all the fees that were charged by the bank for a particular month.
| Panel | Function |
|---|---|
| Fee Service Summary | Shows charged amount and quantity for each fee service code |
| Monthly Service Trend | Shows monthly trend of total services charged |
| Fee Service Charged By Account | Shows total services charged for each cash account |
| Fee Service Charged By Category | Shows total services charged for each fee service category |
| Fee Service By Institution | Shows total services charged for each bank institution |
| Fee Service By Location | Shows total services charged for each location |
| Fee Service By Legal Entity | Shows total services charged by legal entity |