The Balance Summary Tab contains the results of your Balance Summary Inquiry. A summary of ledger and available balances for all accounts of the specified branch are listed. All information is as of the last available day. The information is grouped by branch, with totals by Branch/Currency and a grand total in the Base Currency.
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Notes:
If the inquiry returned more than 400 rows, click More to view additional records.
To refresh the summary list with the most recent data, click Update Screen.
There are two options for viewing information: Page View and Split View.
At the bottom left side of the tab, the Run Date and Time of the inquiry are provided, indicating the date and time this inquiry was performed.
CitiDirect offers a quick sort. Once all records have been retrieved, position the mouse pointer in the heading of the column containing the data you want to sort and click. All records listed are sorted in ascending order, according to the data in that column.
If you attempt to sort a column by clicking on its heading and you receive the following message: "Cannot sort until all the rows have been retrieved," scroll to the last record on the summary form to ensure that all records have been retrieved.