Printing CD Product Configuration Information

Screen ID: 

Screen Title: 

Panel Number:

Report Name:

images\kb_closed_shg.gif

LCDCFG-01

Certificate Product Configuration

575

LCDCFG

images\575g_shg.gif
Click here to magnify

 

 

Access this screen by selecting Tool #635: Print CD Configuration Report.

Are all of my certificate types set up to report to the IRS correctly? Have I assigned a laser CD form to all CD types? How many of my certificates have penalty grace days? What is the General Ledger interface for my IRA certificates?

If you've ever laboriously looked through your configuration screens, one CD Type at a time, to discover the answers to these questions, this report is for you. Designed to assist in year-end tax report planning, the report shows all CD Applications and CD Types, with all of the configuration parameters in one place.

Both settings are optional and allow you to choose a specific corporation ID (leave the field blank to include all corporations, each on a separate page) and CD Application Type (leave the field blank to include all configured certificate products).

Report Sample

images\728rpt_shg.gif

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#LCDCFG-01.htm