Loans > Loan Screens > History Screen

The Short History tab displays a short description of history items for the selected account. You can search for a range of dates, times, teller numbers, transactions, and amounts. Matching history items are displayed in the Short History list view after you click <Display History>.

Click to expand.

The Start Stop Date and Time fields allow you to enter a range of dates and times when transactions occurred regarding the account. If both Date fields are blank, all transactions on file will appear. If just the Start Date field is entered, the Short History list view will display all transactions from that date until today's date. The system will not allow you to enter a Stop Date without also entering a Start Date.

The Start Teller and Stop Teller fields allow you to use the teller or employee identification number in history selection. Entering just a Start Teller or Stop Teller number will bring up only the histories associated with that teller or employee number. By entering both the Start and Stop Teller numbers, the system will search for a range of teller or employee numbers that begin and end with the Start Teller and Stop Teller numbers. If both fields are blank, all transactions will be displayed. Note: The GOLDPoint Systems afterhours teller number is 8910, 8920, and 9910.

The Start Transaction and Stop Transaction fields allow you to select history records based on the transaction code used. A Start Transaction code entered alone will bring up only histories with that transaction code. By entering the Stop Transaction field as well, you search a range of transaction codes that begin and end with the start and end codes entered. If you leave these fields blank, the system will select all transaction codes.

The Start Amount and Stop Amount fields allow you to select history based on a range of dollar amounts.

The Cash, Check, and Journal fields can be used to specify the type of transactions you want to search for. You can select any one, two, or all of these types. Mark the All checkbox field if you want to search for all history items, including archived history, that date back farther than the number of months your institution designates as archived history (as designated in institution option ARCM). For example, if your institution archives all history more than 18 months old (as determined by the Last Transaction Date), then if you wanted to see history that was older than 18 months ago, you would need to check this field.

To clear the fields and start over, click <Reset>.