Account Financial History Zone

The Account Financial History Zone lists an account 's financial events in reverse chronological order. You can use this grid to both view high-level information about these events and to transfer to the respective page in which an object is maintained.

Note:

Approximately a year and half is shown. This zone shows all financial transactions within 20 months of the latest financial transaction. This limitation exists to prevent this zone from becoming unmanageably long.

The following columns are displayed in the grid:

Effective Date: This is the date the event starts aging. This column will be blank if the FT has not started aging yet.

Financial Transaction Type: This column indicates the type of financial event: Bill , Payment , Bill Cancellation , Pay Cancellation , Adjustment and Adjustment (Cancel) . If the event is related to an adjustment, the adjustment type's description is displayed instead of "Adjustment".

Current Amount: This column shows the financial event's effect on the account's current balance.

Current Balance: This column shows the account's current balance after the financial event.

Payoff Amount: This column shows the financial event's effect on the account's payoff balance. Payoff Amount will be dimmed if it is the same as its Current Amount .

Payoff Balance: This column shows the account's payoff balance after the financial event. Payoff Balance will be dimmed if it is the same as its Current Balance .

If you need to see more information about a specific financial transaction, press the go to button to transfer to the respective page in which the information is maintained.

Fastpath:

For information about current and payoff balance, refer to Current Amount versus Payoff Amount.

CAUTION:

The first 25 rows are displayed when this zone is initially built. If more rows exist, a Get All button appears. If you click this button, the system retrieves a maximum of 750 rows.