---
title: "Overview"
slug: "overview"
updated: 2023-01-09T02:28:19Z
published: 2023-01-09T02:28:19Z
canonical: "docs.corporatecu.com/overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.corporatecu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

Accounts Overview allows Users to check current balances for share accounts, certificate accounts, and loan accounts.

## Summary Cards

View deposit account balances, future-dated transaction totals, and loan balances at-a-glance with summary cards located at the top of the page.

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1670114067131.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A22%3A58Z&se=2026-11-01T21%3A22%3A58Z&sr=c&sp=r&sig=q1raMlOU1%2FZaW%2FKKvOhf1NKnGHOBjievxLewqt%2BmhhY%3D)

On the **Deposits** summary card, click the **Deposit Holds** hyperlink to view additional information for deposit holds. Within the corresponding pop-up, Users can easily find specific hold information. Sorting and filtering is available on all columns. Click the **arrow** next to the column header to sort the column. The orange arrow indicates which column is currently sorted. Search within a column by typing information into the **Search** and/or the **date range** boxes located just under the header for each column.

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659638176498.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A22%3A58Z&se=2026-11-01T21%3A22%3A58Z&sr=c&sp=r&sig=q1raMlOU1%2FZaW%2FKKvOhf1NKnGHOBjievxLewqt%2BmhhY%3D)

Review future transactions on the **Future Dated** summary card by clicking the **Cash Letters** or **ACH** hyperlinks. Columns are sortable and may be filtered in the same manner as described above.

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659144468879.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A22%3A58Z&se=2026-11-01T21%3A22%3A58Z&sr=c&sp=r&sig=q1raMlOU1%2FZaW%2FKKvOhf1NKnGHOBjievxLewqt%2BmhhY%3D)

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659144541369.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A22%3A58Z&se=2026-11-01T21%3A22%3A58Z&sr=c&sp=r&sig=q1raMlOU1%2FZaW%2FKKvOhf1NKnGHOBjievxLewqt%2BmhhY%3D)

On the **Loans** summary card, click the **Credit** **Holds** hyperlink to view additional information for credit holds. Within the corresponding pop-up, users can easily find specific hold information. Letters of Credit may be viewed by clicking on the **Letters of Credit** hyperlink.

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659144867444.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A22%3A58Z&se=2026-11-01T21%3A22%3A58Z&sr=c&sp=r&sig=q1raMlOU1%2FZaW%2FKKvOhf1NKnGHOBjievxLewqt%2BmhhY%3D)

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659144933119.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A22%3A58Z&se=2026-11-01T21%3A22%3A58Z&sr=c&sp=r&sig=q1raMlOU1%2FZaW%2FKKvOhf1NKnGHOBjievxLewqt%2BmhhY%3D)

## Account Cards

Accounts are sorted into account cards that are specific to each account type - **Share Accounts**, **EBA Accounts**, **Certificate Accounts**, **Settlement Loans**, and **Term and Demand Loans**.

Sorting and filtering is available on all columns in each account card. Click the **arrow** next to the column header to sort the column. The orange arrow indicates which column is currently sorted. Search within a column by typing information into the **Search** and/or the **date range** boxes located just under the header for each column.

View closed accounts by clicking the **Show Closed Accounts** toggle.

Users may select the number of rows to view on each account card.

A **T****otal of Accounts** for the specific account card is listed at the bottom of the card.

![](https://cdn.document360.io/79b73003-772f-429b-afdd-b7e377cc9b05/Images/Documentation/image-1659134397330.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A22%3A58Z&se=2026-11-01T21%3A22%3A58Z&sr=c&sp=r&sig=q1raMlOU1%2FZaW%2FKKvOhf1NKnGHOBjievxLewqt%2BmhhY%3D)

Clicking on an account hyperlink displays additional information about the account. From within the account information screen, clicking the **Export to PDF** button generates a printer-friendly version of the page.

## Related

- [Transactions](/transactions.md)
- [Cash Letter Deposits](/corp-cash-letter-deposits.md)
- [Cash Letter Deposit](/cash-letter-deposits.md)