AR Account Management

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

Profile Tab

Field	Definition	Field	Definition
Active	Toggles the account active or inactive.	No Limit	Check box if the Account has no limit. (Only available if Type is Credit and will remove the Default Credit Limit box).
Account Code	Account code for the Agency, displays at top of page in parentheses upon entering (26 character limit).	Default Account Balance	Enter desired default account balance. Only available if Type is Debit.
Agency Name	Agency Name, displays at top of page upon entering (80 character limit).	Tax Exempt	Check box if the account is Tax Exempt. (Displays on POS)
Balance Due	The difference between charges and payments applied.	Tax Exempt Code	Enter Tax Exempt code (Displays on POS)
Apply Payment	Allows a Mosaic user to apply a payment directly to the account. Brings up a window with account information and prompts to add a payment, a reference, and a comment.	Tender	Select from dropdown what type of tender this is Account is.
Adjust Balance	Allows a Mosaic user to apply an adjustment to an AR account’s balance due. Upon selection, users can input an Adjusted Balance to replace the current Balance Due. Any adjustments require an associated text reason.	Comments	(256 character limit). Comments entered here displays in the Accounts tab of the Customer profile of the associated AR account.
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.	Contact Address	Address to contact the Agency
Fund Type	Select from dropdown: Revolving, Expiring, or Department Charge Revolving: Informational that this AR account is used over and over Expiring: Informational that this AR account expires Department Charge: Informational that this AR account is for departmental charges	Billing Address	Address to bill the Agency
Type	Debit or Credit.	Contact Phone	Contact Phone Number
Default Credit Limit	Enter the credit limit amount.	Contact Email	Contact Email

Customers Tab

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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