EDIFICE Inquiry - Account Balances View

The Account Balances view shows a variety of account balance summary and detail information.  There are several options that allow you to set up your view so that you only see the information that you need.  For example, you can choose whether or not to see only active services and categories with zero balances.  Badges will display so that you can easily see that a customer has a payment plan, has automated ACH payments set up, has third party auto pay active or uses paperless statements.  You can also see interest, budget and lien information by clicking Financials on the Account Balances toolbar.

Tip:  The account balances and the balances in the classic view show the same information, but each is presented differently.

 

Directions:

From the EDIFICE Inquiry, click View and then click Account Balances.  

EDIFICE Inquiry - Account Balances View Summary Example:

 

EDIFICE Inquiry - Account Balances Details Example:

 

EDIFICE Inquiry - Account Balances View Prompts

 

Use the Options to customize the display of the account balances screen to suit your purposes.  This allows you to hide or show certain information.  To see the options, click Options.  The following will display:

 

  • Show $0.00 Categories - Click to toggle between showing all balances including 0 balances and only showing balances that are non-zero.

  • Show All Services - Click to toggle between showing only the services that are active for the customer or showing all available services even the services that are inactive for the customer.

  • Show Total Balance - If this option is selected and Show Empty Categories is not selected, the Total Balance will display even when the balance is 0.  If this option is not selected and Show Empty Categories is not selected, the Total Balance will not display when the balance is 0.

  • Wrap Contents - Click to toggle between wrapping the contents of a category to a new line when there is not enough space or letting the category text be truncated when there is not enough space.

  • Show Toolbar Text - Click to toggle between showing the tool icons with tool text on the toolbar and only showing the tool icons on the toolbar.

        or       

  • Show Toolbar Above Categories - Click to toggle between showing the toolbar at the top of the view or showing the toolbar down the left side of the Account Balances view.

        or       

  • Show Service Colors on Header Only - Click to toggle between only showing the color for each service in the header or showing service color in the respective columns for the category.  

      or    

Summary/Detail

Each of the categories can be expanded for more details or collapsed so that you only see summary information.  There are a couple of ways that you can do this:

Tip:  When in detail mode, certain categories provide an option to see journal details as well.

 

   or details    

  • You can do this on an individual basis by hovering on the category.

  • Or, click the down-arrow to expand and see the detail information.  The detail information will continue to display until the up-arrow is clicked.

  • Or you can choose to Expand All categories by clicking Expand All .  Or click Collapse All categories to close the detail information for all categories.  
    Tip:  These choices will remain in effect until the next time you open the Account Balances view.

Financials

To view and maintain certain financial information including budget, deposit and lien information for customers, double-click Financials.  The Finance window opens.

To generate a customer balances report, click Reports and then click Balances Report.  

To see an example of the report, click CustomerBalances Report Sample.