Difference between revisions of "View Wires"
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− | To view the GL activity, click the link to the account you wish to view. | + | To view the GL activity, click the link to the account you wish to view. This will launch the [[GL Account View|GL Account Viewer]]: |
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+ | [[File:View Wires 7.png]] | ||
Revision as of 11:13, 2 July 2012
Overview of CW09/CW09VIEW
The View Wires screen allows you to view wires based on various parameters.
- From the DDI Connect main menu, double-click CheckWriter
- Double-click View Wires. You will see this screen:
You must select a checking account in order to see any wires. Click the drop down arrow to select from a list of checking accounts in the system. You can further refine the search results by selecting which EFTs you wish to view, as well as the EFT format.
Once you have selected your criteria, the screen will appear as such:
Finding a Wire
To find a specific wire, click the Find button on the toolbar. The Find Wires popup will appear:
Enter at least one search criteria, then click Find Next. The system will display the first matching result:
Click Find Next until you locate the wire you wish to view.
Viewing a Wire
To review a specific wire, you can double-click it or click it once to highlight and then click the View button:
There are several tabs on this screen, as well as some other functions.
Status Tab
The Status tab appears as such:
This screen displays details about the wire. You can also add a memo, if desired, by clicking the Edit button to the right of the memo field:
The Status tab also lets you drill down into the GL activity for the checking and credit GL accounts:
To view the GL activity, click the link to the account you wish to view. This will launch the GL Account Viewer: