ACOL Client Services Help
The Account Statement Query allows you to specify
what financial and transaction activity you want to include in an Account
Statement.
There are three selection parameters which can be used separately or together:
date range;
user ID, and;
ACOL reference.
The following fields are displayed. Required fields are marked with an asterisk (*).
Logged on User
Display only
Your unique user ID which you used to logon to ACOL.
Account Number
Required
Your account number in the ACOL database.
Selection Range: Date (YYYY-MM-DD)
From and To
Required
Both from and to dates default to today's date.
All activity that took place within this date range will be included in the Account Statement.
Selection Criteria
User ID
Optional
One user ID within your organization whose activity will be included in the Account Statement. If not specified, all activity by all user IDs will be included.
ACOL Reference
Optional
A number that you assigned to one or more ACOL transactions for your records. All activity for this ACOL Reference will be included in the Account Statement. More. . ..
Format
Dropdown list defaulted to PDF.
Language
Dropdown list defaulted to English.
Perform Query - Account Statement
Cancel - Quit without performing query and return to ACOL Client Services menu