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My Preferences - Other Preferences

Description

The Transfer Service allows you to enter a company report title that will be displayed in the header of each report you generate.

By default, your reports will be have the following heading:
Your Company Name (from the Company Profile)
Report Name (defined by TD Bank)
Date (date specified when generating the report)

For example:
TD Bank Sample Company
Consolidated Balance Report
January 21, 2002

The report names are defined by TD Bank and cannot be changed. All reports are based on the two Bank-defined reports:

  1. Transfer Detail.
  2. Reversal Detail.

If you would prefer a customized title on your report rather than your Company's name, enter the desired title in the text field Default Company Report Title and click save. This user-defined name will replace 'Your Company Name' and will be displayed at the top of all generated reports.


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