(Alt + Z)

Customer Identification 

• Shows client DL # and SSN

(Alt + G)

Document/ Imaging Inquiry

• This tab will bring up synergy to view clients signature card and/or statements 

(Alt + H)

History

• Shows client recent transactions 

(Alt + T)

Transfers

*Click Add button from the debiting acct and fill in appropriate fields 

(Alt + D)

Stops/Holds

• Tab will show any stops on payments or holds placed on checks. 
• You can also add a stop payment from this page by clicking add at the top of the page. 

(Alt + M)

Messages

• Any messages on the account will be shown here 

 (Alt + Ctrl + Y)

Wires

 (Alt + O)

Acct Balance Protection

• This tab shows the amount of BP an account has 

 (Alt + U)

ACH Warehouse 

 (Alt + X)

Exception Items 

• This is where you will find your NSF items to process 

 (Alt + P)

Memo Post

• This tab will show you any debits or credits to an account that have not hard posted 

 (Alt + R)

Relationships 

• This tab will show you a list of any signers on the account

 (Alt + V)

Service Fees 

• This tab list all the fee’s to credit or debit a client’s account.