The Balance Summary Tab contains a summary of all balances that make up a line item on the Consolidated Position Summary Inquiry: Consolidated Position Tab.
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Notes:
If the inquiry returned more than 400 rows, click More to view additional records.
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.
To return to the Consolidated Position Summary Inquiry: Consolidated Position Tab, click Return to Consolidated Position.
To return to the Consolidated Position Summary Inquiry: Criteria Tab, click Criteria.