EDIFICE Inquiry - Account Balances

EDIFICE Inquiry - Account Balances View

The Account Balances view offers a comprehensive overview of both summary and detailed account balance information. You can customize the display to focus on exactly what you need. For instance, you can opt to view only active services or hide categories with zero balances.

Helpful badges make it easy to identify key account information, such as whether a customer has a payment plan, automatic ACH payments, third-party auto pay, a short customer note or paperless statements (electronic billing). If the Electronic Billing badge is visible, you can click on it to open the Services view for the account. Additionally, you can access details about interest, budgets, and liens by selecting Financials in the Account Balances toolbar.

Tip: The account balances and the balances view show the same information but in a different format.

Directions:

From the 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
Summary/Detail	Each of the categories can be expanded for more details that include balance details or collapsed to only see summary information. Tthe following badges display if the customer is signed up for any of these options - payment plans, third party auto-pay, ACH payments, or electronic billing and a customer note. If Electronic Billing displays, you can click Electronic Billing to open the Services view for the account. There are a couple of ways that you can show details: or details Hover over a balance - to temporarily see details while you hover with the mouse. Details for an individual balance- Click the down-arrow to see the balance details. Some balances will show journal details. The detail information will continue to display until you click the up-arrow . All Details - Click Expand All balances by clicking Expand All . Or click Collapse All to close the details for all balances. Tip: These choices will remain in effect until the next time you open the Account Balances view.
	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
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.