Viewing a Bank Account

Actions Menu

What is this?

Find Bank

Clicking Find Bank from the Actions menu opens Bank Search. Use this option to open another bank from within an open bank account.

Example When posting daily bank deposits, use New Deposit to create/post the deposit for the trust account. When complete, click Actions > Find Bank to load the operating account, and create a deposit for that bank.

New Bank

Clicking New Bank from the Actions menu, launches the Bank form. Use this option to add one or more banks.

New Check

Clicking New Check from the Actions menu launches the Check form for the selected bank.

New Deposit

Clicking New Deposit from the Actions menu launches the Bank Deposit form for the selected bank. A list of receipts, not yet included on a posted bank deposit, appear.

New Journal Entry

Clicking New Journal Entry from the Actions menu launches the Bank Center Journal Entry form defaulting the division for the selected bank.

New Receipt

Clicking on New Receipt from the Actions menu launches the Bank Center Receipt form for the selected bank. You can only enter miscellaneous type receipts from the Bank Center.

Customer, employee, broker, company, and vendor receipts must be entered from the appropriate center.

Example If you move funds from one agency bank account to another by writing a check out of the From bank, and making a deposit to the To bank, use New Check and New Receipt in the Bank Center.

Bank Adjustments

Launches the Bank Adjustments form where you can post bank service charges and interest, and reconcile the adjustments.

New Bank Reconciliation

Launches the Bank Reconciliation form where you can reconcile the bank's general ledger balance to the bank statement balance.

New Recurring Check

Launches the Recurring Check form where you can create a new recurring check.

Interbank Transfer

Launches the Interbank Transfer form where you can record an electronic funds transfer from one bank account to another.

Pay Vendors

Clicking Pay Vendors from the Actions menu opens the Pay Vendors form. Use this option to post payments toward one or more vendor invoices.

Void Check Numbers

Launches the Void Check Number form. Use this form to record the numbers of damaged checks.(printer jam, water damage, etc.).

Using this feature, avoids the appearance of missing check stock.

Delete Bank

Clicking Delete Bank from the Actions menu opens bank setup for that bank, allowing you to delete an unused bank account from your system.

You cannot delete a bank that has saved accounting transactions. Your only option is to inactivate the bank.

Menu Selection

What is this?

Activity List

Clicking Activity List from the Quick Reports menu launches the Report - Activity List selection form, where you can define the scope of your report.

Bank List

Clicking Bank List from the Quick Reports menu launches the Bank List report. This report lists all banks currently in the system. The report can be viewed on screen or printed to paper.

Notes

Clicking Notes from the Quick Reports menu launches the Report - Notes selection form, where you can define the scope of your report.

Scheduled Report Recipients/Approvers

Click Scheduled Report Recipients/Approvers to launch the Scheduled Report Recipients/Approvers report. There is no selection form for this report.

Suspense

Clicking Suspense from the Quick Reports menu launches the Suspense report. The report defaults to all open suspense for the selected bank with a due date less than 30 days from the current date.

Bank Deposit

Clicking Bank Deposit from the Quick Reports menu launches the Report - Bank Deposit selection form, where you can choose a deposit for the bank currently selected in the Bank Center.

This report gives full general ledger detail for the receipts included in the deposit.

Bank Reconciliation

Clicking Bank Reconciliation from the Quick Reports menu launches the Report - Bank Reconciliation selection form, where you can define the scope of your report.

Cash Disbursement Journal

Clicking Cash Disbursement Journal from the Quick Reports menu launches the Report - Cash Disbursement Journal selection form, where you can define the scope of your report.

Cash Receipt Journal

Clicking Cash Receipt Journal from the Quick Reports menu launches the Report - Cash Receipts Journal selection form, where you can define the scope of your report.

Check Register

Clicking Check Register from the Quick Reports menu launches the Report - Check Register selection form, where you can define the scope of your report.

Checks

ClickingChecksfrom the Quick Reports menu launches the Report - Checks selection form, where you can define the checks you want to print.

Checks to Print/Review

ClickingChecks to Print/Reviewfrom the Quick Reports menu launches the Report - Checks to Print/Review selection form, where you can define the scope of your report.

Deposit Slip

Clicking Deposit Slip from the Quick Reports menu launches the Report - Deposit Slip selection form, where you can choose a deposit for the bank currently selected in the Bank Center.

Print the Deposit Slip to accompany your physical deposit to the bank. This report includes the bank number, check number, and deposit amount.

Open Vendor Invoices

Clicking Open Vendor Invoices from the Quick Reports menu launches the Report - Open Vendor Invoices selection form, where you can define the scope of your report.

Receipts to Deposit

ClickingReceipts to Depositfrom the Quick Reports menu launches the Report - Receipts to Deposit selection form, where you can define the scope of your report.

Activity Tab Columns

What is this?

Paper Clip

If an Activity has an attachment, a paper clip () displays in the first column of the appropriate row.

If you do not have security rights to see restricted (hidden) documents, the paper clip will not display if the attachment is restricted. Therefore, you will not be able to view the attached document.

Date

Clicking the Date link opens the Activity form for the specified activity.

This column can be sorted in ascending or descending order.

By

The short name of the person who created the activity (e.g., the person logged into AMS360 when the activity was created).

This column can be sorted in ascending or descending order.

Actions

The selected Action being taken when the Activity was created.

This column can be sorted in ascending or descending order.

Description

The Description entered when the Activity was created.

Activity View Options

What is this?

Activity up to ___ days old

Select this option to see Activities from a date in the past equal to the selected number of days old, up to the current system date. The default number of days is 30.

If you use this activity date option, then all other date fields are cleared.

Date Range From _____ To _____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this activity date option, then all other date fields are cleared.

• If a From date is entered, then return all activities where the activity transaction date is equal to or greater than the date entered.

• If a To date is entered, then return all activities where the activity transaction date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Action

This option filters the Activities returned to the Activity tab by the specific Action selected. The default Action is All.

Include Only Activity with Attachments

If this box is checked, then display only those activities that have attachments. The default condition is unchecked.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Activity view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click Apply.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click Apply.

Columns

What is this?

GL Date

Deposit posting dates display as a link. Click a specific date to open the deposit record in view-only mode if the deposit is posted. If unposted, the deposit opens in edit mode.

This column can be sorted in ascending or descending order.

Description

Displays the Deposit Description entered when the deposit was posted.

Status

Displays the status of the deposit (posted/unposted).

This column can be sorted in ascending or descending order.

Amount

Total dollar amount of the deposit.

This column can be sorted in ascending or descending order.

Register View Options

What is this?

Date Range

Choose a pre-defined Date Range by selecting from the list, or choose the Date Range "User Defined", and key in the desired range in the Date Range From/To fields.

The default date range is Current & Prior Month.

Date Range From/To

The From and To date fields pre-fill by selecting one of the pre-defined Date Ranges, or by keying in the desired date range.

When the From and To dates are manually entered, the Date Range field changes to "User Defined". Type in the dates, or use the date picker to select.

Only the pre-defined date ranges can be saved. You cannot save a User Defined date range.

Status

Select to view deposit transactions with the following statuses.

• All

• Posted

• Unposted

Apply

Applies any new view option to the Deposits view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Selecting this option applies any new view options as the agency default when you click Apply.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Selecting this option applies any new view options as the user default when you click Apply.

Button

What is This?

Launches the Activity data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Notes data entry form with the selected file attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Contacts selection form, from which you can assign recipients of an email message with the document attached.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Creates a copy of the selected file which you can paste into Attachments or other Doc360 form; you can also paste the file into a network location outside the system.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Launches the Change Index Information data entry form for the selected document.

You must select a file first by checking the Select box next to the file to attach. (You cannot Select documents that are managed through a third-party imaging vendor.)

Document Columns

What is This?

Select

Check the Select box to include this document file in the action that you take next.

Example:

Check the Select box next to an image file related to a claim. Then click the Activity button to open a claim Activity. The selected image file is automatically attached.

If your agency has enabled Doc360 features for third-party vendor imaging, then the Select checkbox is disabled for those documents managed using the third-party vendor. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Info

Click the Info icon to view the file's Document Information form.

Through Document Information, you can access the Change Index Information data entry form as well as view the Attachment Locations.

If your agency has enabled Doc360 features for third-party vendor imaging, then those documents managed using the third-party vendor are indicated by a unique icon that you set up. See Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.

Actions

The icons that you see in this column depend on your security access to the specific document, as well as whether you (or another user) currently has the document "checked out" of the system.

• View: Click to open and view the document in an application compatible with the documents' file extension.

If your agency has enabled Doc360 features for third-party vendor imaging, then View is the only Action available for those documents managed using the third-party vendor. Click to open the document using the third-party imaging application. (To enable this feature, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup for more information.)

• Edit: Click to open and edit the document in an application compatible with the document's file extension. Edit "checks out" the document from the system, so that only one user can make changes at a time. You can revise the document, save, and close the outside application; then you can save the revised version of the document to the system by clicking the Save icon .

• Save: This Save icon appears only when you have the document checked out for editing. Click Save when you are ready to "check in" your revised version of the document.

• Open: The Open icon appears only when you have the document checked out for editing. Opening the file re-launches the document in the outside application; use it if you have closed the outside application, but you are not ready to save the revised document back to the system.

File Name

The name of the document in the system, as entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

If your agency has enabled Doc360 features for third-party vendor imaging, then the default File Name is Third-party Document. You can modify this using the Change Index Information data entry form.

Doc Type

Describes document's type of correspondence in relation to its applicable business transaction.

Description

The document description, as entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Ref #

The unique system-assigned reference number. The key to the number's prefix sequence is: [2-digit year]+[2-digit month]+[2-digit day].The number's suffix is system sequential for the day.

Example:

You attach a file to an Activity on April 3rd, 2006. It is the fifteenth file to be processed in the agency system that day. The system assigns this reference number to the document: 060403-15.

Index 1
Index 2

Index word or number, based on your agency-defined indexing method. Index information is entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Received

The date that the document was imported into the system.

History

If you have the proper security rights, you can click the Document History icon to view the History form, which displays all the actions that have been taken on the document file within the system.

Documents View Options

What is this?

Files up to ___ days old

Select this option to see Documents from a date in the past equal to the selected number of days old, up to the current system date. The default number of days is 90.

If you use this documents date option, then all other date fields are cleared.

Date Range From/To (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this document date option, then all other date fields are cleared.

• If a From date is entered, then return all documents where the received date is equal to or greater than the date entered.

• If a To date is entered, then return all documents where the received date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date, or system low date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

Security Classification

To filter only those documents with a specific security classification, select the classification from the list.

With the exception of the Unrestricted classification, you must be authorized to view or edit specific document security classifications in Security Group Setup. Unless you have Full Access to Restricted (Hidden) documents, these are hidden from system view and won't appear on the tab.

Doc Type

To filter only those documents of a specific type, select it from the list. Doc Type describes the document's type of correspondence in relation to its applicable business transaction.

File Name

To filter your view to include a specific document, enter the file name of the document, as entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

You must enter the name exactly as appears in the system.

Ref #

To filter your view to include a specific document, enter its unique system-assigned reference number.

You can also filter for the six-digit prefix.

Index 1
Index 2

To narrow view options by index entry, enter the first few letters or numbers of the index keyword.

Index information is entered on either the Document Distribution form, the Attachments form, or the Change Index Information form.

Description Keyword(s)

To narrow view options by description, you can enter a sequence of letters that appears in the Description of the document(s) you want to view.

A document's Description information is entered on the Document Distribution form, the Attachments form, or the Change Index Information form.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Documents view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this option applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

The date range cannot be saved as a Default View.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

The date range cannot be saved as a Default View.

Notes Tab Columns

What is this?

If a Note has an attachment, a paper clip () displays in the first column of the appropriate row.

If you do not have security rights to see restricted (hidden) documents, the paper clip will not display if the attachment is restricted. Therefore, you will not be able to view the attached document.

Date

Clicking the Date link opens the Notes form for the specified note.

This column can be sorted in ascending or descending order. Descending order is the default.

Note

The text entered when the Note was created.

Purge Date

When the note was created, this is the date the user chose to have the note purged. This is not a required field in the Notes form, so this field could be blank.

This column can be sorted in ascending or descending order.

Notes View Options

What is this?

Date Range From _____ To _____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this note date option, then all other date fields are cleared.

• If a From date is entered, then return all notes where the note Date is equal to or greater than the date entered.

• If a To date is entered, then return all notes where the notes Date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Purge Date Range From ____ To ____ (mm/dd/yyyy).

Choose a date range by keying in the desired range into the Purge date range fields.

If you use this note date option, then all other date fields are cleared.

• If a From date is entered, then return all notes where the notes Purge On date is equal to or greater than the date entered.

• If a To date is entered, then return all notes where the notes Purge On date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Include Only Notes with Attachments

If this box is checked, then display only those notes that have attachments. The default condition is unchecked.

Maximum # of Records Returned

Select the maximum number of records returned:

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Notes view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.

Columns

What is this?

Date

The First Interval dates display as links. Click a date to open a recurring check transaction in edit mode. This column is sorted in descending order.

This column can be sorted in ascending or descending order.

Payee

Displays the Payee for the recurring check item.

Amount

The amount of the recurring check.

This column can be sorted in ascending or descending order.

For

Displays the For description entered when the recurring check was created.

Register View Options

What is this?

Date Range

Choose a pre-defined Date Range by selecting from the list, or choose the Date Range "User Defined", and key in the desired range in the Date Range From/To fields.

The default date range is Current & Prior Month.

Date Range From/To

The From and To date fields pre-fill by selecting one of the pre-defined Date Ranges, or by keying in the desired date range.

When the From and To dates are manually entered, the Date Range field changes to "User Defined". Type in the dates, or use the date picker to select.

Only the pre-defined date ranges can be saved. You cannot save a User Defined date range.

Apply

Applies any new view option to the Recurring Checks view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the agency default when the Apply button is clicked.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the user default when the Apply button is clicked.

Columns

What is this?

Actions

The Actions column on the register, display action links on rows where those actions are available.

Example Void and Copy functions for checks, deposits and/or journal entries as well as the Move receipts function for cash receipts can be initiated from this column.

GL Date

Date the item posted to the general ledger.

This column can be sorted in ascending or descending order.

Payee/Payor

For a check, displays the name of the payee. For a receipt, displays the name of thepayor.

This column can be sorted in ascending or descending order.

Type

Displays the Accounting Transaction Code for the item. Click the link to open the item in view-only mode.

This column can be sorted in ascending or descending order.

Check #

The number assigned to a check, whether handwritten (you assign the number) or when printed (system assigned number). This number should correspond to the number printed on the actual check document.

This column can be sorted in ascending or descending order.

Reference #

Internal number used to track an accounting transaction through the system.

This column can be sorted in ascending or descending order.

Description

Description/memo entered in the source document (check, receipt or journal entry) at the time of posting.

Bank Rec.

Displays as a link, the closing date of the bank statement where this item was included as a cleared item.

Amount

Dollar amount of the item.

This column can be sorted in ascending or descending order.

Register View Options

What is this?

Date Range

Choose a pre-defined Date Range by selecting from the list, or choosing the Date Range "User Defined", and keying in the desired range in the From/To date range fields.

The default date range is Current & Prior Month.

1. If you select a Date Range of one day, then the number of register items returned is unlimited.

2. If you select a Date Range that is more than one day, then the 100 row limitation applies. However, you do get a message that says, "More than 100 Register items found".

3. If you are looking for a specific bank transaction, then further limit your search by entering a smaller Date Range, or entering a Payee/Payor Name.

Payee/Payor Name

This option filters the transactions returned to the Register tab by the payee or payor name . Do the following to filter by name:

1. Open the View Options.

2. Enter one or more letters in the Payee/Payor Name box followed by an asterisk to get all transactions where the payee or payor name begins with the letters entered.

Date Range From/To

The From and To date fields pre-fill by selecting one of the pre-defined Date Ranges, or by keying in the desired date range.

When the From and To dates are manually entered, the Date Range field changes to "User Defined". Type in the dates, or use the date picker to select.

Only the pre-defined date ranges can be saved. You cannot save a User Defined date range.

Apply

Applies any new view option to the Register view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the agency default when the Apply button is clicked.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the user default when the Apply button is clicked.

Columns

What is this?

Date

The Ending Statement dates display as links. Click a date to open a bank reconciliation statement. Unposted statements open in edit mode and posted statements open in view mode.

This column can be sorted in ascending or descending order.

Description

Displays the Statement Description entered when the bank statement was created.

Status

Displays the status of the bank statement (posted/unposted).

This column can be sorted in ascending or descending order.

Register View Options

What is this?

Date Range

Choose a pre-defined Date Range by selecting from the list, or choose the Date Range "User Defined", and key in the desired range in the Date Range From/To fields.

The default date range is Current & Prior Month.

Date Range From/To

The From and To date fields pre-fill by selecting one of the pre-defined Date Ranges, or by keying in the desired date range.

When the From and To dates are manually entered, the Date Range field changes to "User Defined". Type in the dates, or use the date picker to select.

Only the pre-defined date ranges can be saved. You cannot save a User Defined date range.

Status

You can select to view All, Posted, or Unposted bank statements.

Apply

Applies any new view option to the Statements view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the agency default when the Apply button is clicked.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the user default when the Apply button is clicked.

Suspense Tab Columns

What is this?

Due Date

Clicking the Date link opens the Activity/Suspense form for the specified suspense.

This column can be sorted in ascending or descending order.

Priority

The suspense Priority (e.g. low, normal, critical) is set when the Suspense is created.

This column can be sorted in ascending or descending order. The secondary sort is by Due Date, oldest to newest.

By

The short name of the person who created the suspense (e.g., the person logged into AMS360 when the suspense was logged).

To

The short name of the person assigned to the suspense (e.g., the person that must complete the suspense).

Action

This is the Action (e.g., application, appointment, binder) assigned to the suspense.

This column can be sorted in ascending or descending order. The secondary sort is by Due Date, oldest to newest.

Description

The Description entered when the Suspense was created.

Complete

When a suspense item is finished, check the Complete checkbox and click Update.

Once a suspense item is marked Complete, the checkbox is grayed out and the status cannot be changed back to incomplete.

Update

Suspense View Options

What is this?

Due dates up to ___ days beyond the current date.

Select this option to see Suspense items that are equal to the current date, and those items that are a specified number of days beyond the current date.

The default number of days is 30.

If you use this suspense date option, then all other date fields are cleared.

Date Range From ____ To ____ (mm/dd/yyyy)

Choose a date range by keying in the desired range into the From/To date range fields.

If you use this suspense date option, then all other date fields are cleared.

• If a From date is entered, then return all suspense items where the suspense due date is equal to or greater than the date entered.

• If a To date is entered, then return all suspense items where the suspense due date is equal to or smaller than the date entered.

• If no From date is entered, then assume the beginning system date (sql low date).

• If no To date is entered, then assume infinity, or the system high date (sql high date).

If a date range is entered, and the Save As Agency Default View or Save as User Default View is checked, clear the date range fields and save the other options as appropriate.

Status

This option filters the Suspense items returned to the Suspense tab by the specific Status selected. The default Status is Not Completed.

• All

• Completed

• Not Completed

Action

This option filters the Suspense items returned to the Suspense tab by the specific Action selected. The default Action is All.

Priority

This option filters the Suspense items returned to the Suspense tab by the specific Priority selected. The default Priority is All.

• All

• Critical

• Normal

• Low

Color Setup

Use these options to highlight suspense items due today or past due by changing their text and background colors:

Selecting either of these options take you to a color pallet.  Select your color and click Apply.

Maximum # of Records Returned

Select the maximum number of records returned to the center table.

• 100

• 500

• 1,000

• 1,500

• 2,000

• 5,000

• 10,000

• Unlimited

Apply

Applies any new view option to the Suspense view.

Apply Default

Applies the last saved user, or agency default view options.

• If both exist, the user default takes precedence.

• If neither exist, then the system defaults are applied.

Save as Agency Default View

Checking this checkbox applies any new view options as the Agency Default View when you click the Apply button.

This option is hidden unless you have Owner or System Administrator rights.

Save as User Default View

Checking this checkbox applies any new view options as the User Default View when you click the Apply button.