Purpose: To see a listing of the current Money on Account (MOA) transactions and balance for the person or firm.
Launch Point: This routine can be launched from the following location(s):
•Names or Firms → File Maintenance → Routines Drop-Down Menu → Money on Account →
•Names → File Maintenance → Event Tab → View MOA Details button (magnifying glass)
•Firms → File Maintenance → Name Tab → View MOA Details button (magnifying glass)
Example: When the routine is launched a window will open
If the person or firm has an MOA balance, the grid will display the transactions which relate to the current MOA balance.
Watch the Money On Account video: