Xperience Quick Reference Guide

Quick Keys

(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.

In Xperience, click the Related Functions button in the top right of the screen to see all account related options available.

In Xperience, click Options in top right corner of screen.
Click User Settings.
Click the down arrow on the right.
Click Customize Toolbar.
- A list of available toolbar items appears.
- Click the option.
- Click Add/Remove.
- You can arrange the placement of the icons based on what you use most frequently.