Profile Tab
Select + Add from the AR Account Management homepage.
Fill out all required fields as indicated by an asterisk*
Agency Name and Code will autofill at top of page when entered.
If desired, enter Default Funding Start Date & Default Funding End Date by selecting in the field for calendar. Clear by selecting the 'x' next to the field.
Select or Deselect “No limit” & “Tax Exempt” checkboxes as needed.
Enter Tax Exempt Code if applicable.
Enter Comments
Enter Contact Phone and Contact Email
Select Save
Upon Save, a new tab appears called “Customers”
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. |
Agency Name | Agency Name, displays at top of page upon entering (80 character limit) | Tax Exempt Code | Enter Tax Exempt code |
Default Funding Start Date/End Date | Select start and end date from the calendar that appears upon selection within field. | Tender | Select from dropdown what type of tender this is Account is. |
Fund Type | Select from dropdown: revolving or expiring | Comments | (256 character limit). |
Type | Select from dropdown: debit or credit | Contact Address | Address to contact the Agency |
Default Credit Limit | This | Billing Address | Address to bill the Agency |
No Limit | Check box if the Account has no limit. | Contact Phone | Contact Phone Number |
Default Account Balance | Contact Email | Contact Email |
Transactions Tab
In Transactions Tab, it will show all transactions on this AR account.
You are able to see Transaction ID, Date & Time, Transaction Amount, and if there is Customer information it will show that as well.Use the Start and End Date field to search within a date range.
Select Print to print or save to PDF your transaction data.
(Example)
Select Export (CSV) to download AR account transactions excel (see example on right).
View data, Save, and you can move to the next tab, DCC’s
DCC’s Tab
In the DCC tab, you will be able to dictate what DCCs this AR Account can purchase.
Currently not available.
Field | Definition | Field | Definition |
|---|---|---|---|
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.
Enter in the Start Date and End Date.
Enter the Credit Limit, this will update the Remaining Funds.
Customer Balance is editable and will update the Remaining Funds field to reflect this balance.
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.
Save
FIRST PUBLISHED 04/26/2022
EDITED 04/26/2022
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