View depository accounts

Subscription Depository Management
Regional availability United States
User type Business user
Permissions

Depository Management

  • Depository accounts: List, View
  1. Go to Depository Management > All > Depository accounts.

    All depository accounts for your organization are listed. You can sort and filter the list to see only the depository accounts you want.

  2. You can drill down to see details for the following:
    • Account number
    • Account category
    • Customer
    • Vendor
  3. To view the full details for a depository account, including transaction history:
    1. Find the depository account that you want to view.
    2. Do one of the following:
      • In the Account number column, select the depository account.
      • Select More actions > View at the end of the row.
  4. Select Back to previous page to return to the list of depository accounts.

You can also do the following from the Depository Accounts page:

  • Create a new depository account: Select Create.
  • Edit a depository account: Select Edit at the end of the row.
  • Delete a depository account: Select More actions > Delete at the end of the row.