Criteria

1. Short account ID for the default bank account

Specify whether the system should preload a bank account in the query-by-example (QBE) row. You must enter the short account ID of the bank account. If you leave this processing option blank, the system does not preload a bank account.

2. User ID preload

Specify whether the system should preload a user ID in the QBE row. Values are:

Blank: Do not preload a user ID.

1: Preload a user ID.

3. Posted Code

Specify whether the system should preload a specific posted code in the QBE row. Values are:

A: Preload a posted code of A (approved).

D: Preload a posted code of D (processed).

4. Pre-load records

Specify whether the system should preload all records. Values are:

Blank: Do not preload all records. If the system does not preload all records, you must click Find on the Work With Bank Statements form to load the records.

1: Preload all records.