The Dynamic Console Processing screen allows for interactive information search and display.

 

When processing transactions it is important to be able to see accurate, up-to-date information immediately.  Find the correct account number to process against and avoiding mistakes and duplicate transactions are important.  Dynamic provides several tools to make processing quick, easy and error free.

 

All processing screens allow for multiple search options.

SEARCH The magnifying glass, on the right hand side of the screen represents the general Search option.  This allows standard and extended searches on a variety of data fields, including, but not limited to the file name, parties, email and legacy numbers.  This is the most powerful search available and should locate any file on a variety of criteria.  Returning from a successful search will automatically update the Account number input.

 

 

QUICK SEARCH The Quick Search requires at least four (4) characters to search.  This is handy for on-screen searches on information such as legacy numbers or client references.  Selecting an item from the drop down list will automatically update the Account number input.  This search is designed to facilitate posting.  Searches are limited, but very fast.

GUIDE DATE The Guide Date Date Control Selector is useful and optional, but handy for processing on a specific date.  Common use includes backdated transactions, such as capturing year end or audit correction entries, or finalizing a previous month end.  For normal, up-to-date processing this control may be ignored.

REAR VIEW MIRROR The onscreen Rear view Mirror updates automatically with the current account.  It includes a header with ordinary file information, such as the client and party names, the legacy number and department and file type.  It also shows the last few transactions and current balance on the account.  This short report is intended to facilitate processing and prevent duplicate transactions.

 

These Dynamic tools provide a powerful user dialogue to facilitate accurate and easy transaction processing.

Dynamic