To help our financial institution clients more effectively monitor account activity, we are adding functionality that allows you to better report on your accounts' sales and deposits. Now you can review both sales and deposit activity across one or more accounts in one place.
- Compare all sales and deposit activity for one account or across multiple accounts to surface trends.
- Review exceptions before a deposit has been submitted to your institution.
- View sales records before a deposit has been made in addition to viewing sales in a deposit summary.