FINANCIAL MGMT | acct rec mgmt

View Activity

There are a couple of ways to obtain account information and narrow the criteria.

To get to this screen, Click Financial Management, A/R account.
Click Search or type in Account Name in search criteria fields to obtain a single account.

Note:

All the listed Fiscal Years in the Fiscal Year Management section would be displayed in the Fiscal Year text field.
One among the listed fund names can be selected under Fund Name text field.

One way is to click the drop-down arrow in View located at the top of the screen to select what type of activity you want to appear on the screen. The following options are:

All Activity
All Charges not invoiced
All Charges
Contract Charges not invoiced
Contract Charges
OE Charges not invoiced (OE = Open Enrollment)
OE Charges
Invoices
Payments
Adjustments
Credit Memos

Another way is to click on the drop-down arrow in the lower half of the screen to address specific items. The following choices are:

Company Account

Edit - This will display the company profile screen.

Account Activity

View Activity - This will display all the activity associated with the account.

Invoices - It will display all the invoices connected to an account.

Charges - It will display all the charges connected to an account.

Payments - It will display all the payments connected to an account.

Credit memos - It will display all the credit memos connected to an account.

Doc Archives - It will display all the archived documents connected to an account.