Account Bookmarks

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Account Bookmarks

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UnderwriterCENTRAL™Template Editor Bookmarks

A brief explanation of each of the bookmark fields for use in Document generation

 

ACCOUNT BOOKMARKS

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This will retrieve the ID assigned to the account on the Account Detail screen.

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This will retrieve the name of the account as entered on the Account Detail screen.

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This will retrieve the current balance in the account.

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This will retrieve the Bank Name entered for the account on the Account Detail screen.

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This will retrieve the Bank Account Name entered for the account on the Account Detail screen.

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This will retrieve the Account Number entered for the account on the Account Detail screen.

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This will retrieve the Branch Name entered for the account on the Account Detail screen.

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This will retrieve the Branch Number entered for the account on the Account Detail screen.

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This will retrieve the account class selected on the Account Detail screen.

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This will retrieve the Date Opened field on the Account Detail screen.

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This will retrieve the Last Cheque number entered for the account on the Account Detail screen.

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This will retrieve the Ledger text selected for the account on the Account Detail screen.

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This will retrieve the value in the Opening Balance field on the Account Detail screen.

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This will retrieve the status of the account (i.e. Prospect, Submitted, Recommended, etc.)

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This will retrieve the type of the account (i.e. Accounts Receivable, Accounts Payable, Cash-Trust, etc.)