This area is used to create and manage your Trust and Interest Bearing accounts.

The screen is split into two areas – the top Grid List of records area of current Accounts, whilst the lower area is the Selected Record Display

1.       Click on the Administration button.

2.       Under Agency Settings, select the Accounts option.

3.       Double click on the appropriate Account in the Grid List of Records. The Account details will
          be displayed in an Active Window

4.       Change/update details as required.

5.       Click on Save and Close to save the information entered, alternatively click on the X at the

top right corner of the screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.