View Money on Account Details (aka MOA)

 

Purpose:  To see a listing of the current Money on Account transactions and balance for the person or firm.

 

Launch Point:  This routine can be launched from the following location(s):

 

•      Names or Firms → File Maintenance → Routines Drop-Down Menu → Money on Account →

 

•      Names → File Maintenance → Event Tab → View MOA Details button (magnifying glass)

 

•      Firms → File Maintenance → Name Tab → View MOA Details button (magnifying glass)

 

Example:  When the routine is launched a window will open

 

If the person or firm has an MOA balance, the grid will display the transactions which relate to the current MOA balance.