Page Comparison

Note: AR account tenders are created in the POS admin tool.

Profile Tab

Field	Definition	Field	Definition
Account Code	Account code for the Agency, displays at top of page in parentheses upon entering (26 character limit)	Tax Exempt	Check box if the account is Tax Exempt. (Displays on POS)
Agency Name	Agency Name, displays at top of page upon entering (80 character limit)	Tax Exempt Code	Enter Tax Exempt code (Displays on POS)
Default Funding Start Date/End Date	Select start and end date from the calendar that appears upon selection within field. When this AR account is attached to a customer, these dates will autofill in.	Tender	Select from dropdown what type of tender this is Account is.
Fund Type	Select from dropdown: Revolving, Expiring, or ExpiringDepartment Charge Revolving: Informational that this AR account is used over and over Expiring: Informational that this AR account expires Department Charge:	Comments	(256 character limit). Comments entered here displays in the Accounts tab of the Customer profile of the associated AR account.
Type	Debit or Credit	Contact Address	Address to contact the Agency
Default Credit Limit	Enter the credit limit amount	Billing Address	Address to bill the Agency
No Limit	Check box if the Account has no limit. (Only available if Credit is selected and removes the Default Credit Limit box)	Contact Phone	Contact Phone Number
Default Account Balance	Enter desired default account balance.	Contact Email	Contact Email

In the customers tab, you are able to see the customers who utilize this account. You are able to Unlink and Link Customer.
When you select Link Customer a window will popup letting you search/select from a dropdown list of customers.
Start Date and End Date will default in if entered in Profile tab. Otherwise enter here.
Credit Limit will default in if entered in Profile tab. Otherwise enter here. This will update the Remaining Funds.
If applicable, enter Customer Balance is editable and will update the Remaining Funds field to reflect this balance. This is how much the customer has spent.
Select OK to close window.
To Unlink a customer, highlight the customer you wish to remove, and select Unlink. A popup will ask you if you are sure you want to do this, if so, select OK to perform action. Otherwise Cancel.
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