CenterPoint® Fund Accounting - Preferences - Accounts Video - Duration: 8 min 23 sec

Accounts Preference Document

 

This video discusses the preferences that can be set to determine how your accounts are formatted, displayed, how you are notified about inactive accounts in recalled/recurring transactions, if you are using internal accounts used to consolidate transfer of funds between multiple companies in one database, and whether or not to identify certain accounts as personal accounts.