You may specify your user preferences for the following:
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Preference Category |
Available Criteria |
Description |
CitiDirect Default Settings |
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Edit Defaults |
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Start-up Process |
The default tab that is active when the form is accessed, such as Authorization Req'd or View. |
Input/Modify |
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Debit Account |
The Account Familiar Name and Account Number. |
None Specified |
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Credit Account |
The Account Familiar Name and Account Number. |
None Specified |
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Ordering Party |
The default Ordering Party Name that appears on the Payments Detail Form.. |
None Specified |
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Company |
The default Company that appears on the Payments Detail Form. |
None Specified |
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Default Subsidiary |
The default Subsidiary Identifier that appears on the Payments Detail Form. |
None Specified |
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Use This Currency For Next Payment |
The default Currency that appears on the Payments Detail Form. The user can use the Use This Currency For Next Payment checkbox on the Payments Detail Form to override the default currency. |
None Specified |
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Other |
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Confidential Payments |
Select the Confidential Payments check box if you want to be able to indicate that a payment is confidential. If Confidential Payments is not selected, the Confidential check box does not appear on payment forms. Note: Only entitled users may change this preference criteria. |
Yes (Selected) |
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Override Payables Preference Matrix |
Select the Override Payables Preference Matrix check box if you want to have the ability to override the Payables Preference Matrix. If Override Payables Preference Matrix is not selected, you will not be able to change any payable preferences on payment forms. |
No (Not Selected) |
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Retain Data Between Transactions |
Select the Retain Data Between Transactions check box if you want CitiDirect to use the same payment method form, the same checks from the same account, and the same payment data. |
No (Not Selected) |
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Auto-generate WorldLink(R) reports |
Select one or several reports to be auto-generated. |
None |
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Include Latin American Creation Methods from Outside CitiDirect |
Includes payment methods that are specific to Latin America and not CitiDirect. |
Yes |
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Library Look-Up Favorites |
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Credit Account |
Select one or several accounts to add to your 'favorites' list on the Payments Detail form. |
None |
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Debit Account |
Select one or several accounts to add to your 'favorites' list on the Payments Detail form. |
None |