Active Account Summary Zone

The Active Account Zone lists all accounts related to the person in context. In addition, accounts linked to this person's children also appear in this zone, and if a child has children, the grandchildren's accounts are included. In fact, the system will look for accounts up to five levels deep (meaning that the great, great grandchildren's accounts will be included in this zone).

Note:

Only accounts linked to child persons with a financial relationship are shown. When you set up a taxpayer hierarchy, you can define both subsidiaries and "key contacts" (i.e., individuals that you contact at a company). As described above, this zone will include accounts related to these subsidiaries and key contacts. However, you might not want to include the personal accounts related to the key contacts in this zone. You can control which accounts appear in this zone when you set up a hierarchy. You do this by turning on the Financial Relationship switch for those persons whose accounts should be included.

The following columns are displayed in the grid:

Account Info: This column contains the standard account information.

Current Balance: This column contains the account's current balance.

Last Billed Info: This column contains information about the last completed bill sent to the account.

Last Contact Info: This column contains information about the last customer contact associated with the account's main taxpayer.