Other Information

Other Information Quadrant

Pictured above is the window of detail available by double clicking on the Open Encumbrances quadrant.

Account Access

• Lists the signatories for the account. This will also show the people with Inquire Only rights, and the individuals who have Payroll Access for the account.

Account Documents

• This lists the scanned account documents. This includes the Account Agreements, along with Authorization, and Correspondences.

Business Purpose

• Lists the Business Purpose for the Account.

Stewardship Purpose

• Lists the Stewardship Purpose for the Account, if there is one defined.

Fee Structure

• Shows the account fee structure as setup by the UB Foundation. This is also available at the Foundation website.