Financial Information Zone

The Financial Information Zone is a grid that contains financial information related to the account. Clicking the hyperlink transfers you to the appropriate page. The following table lists the type of information that appears in this zone and the page to which you are transferred if you click the adjacent icon.

Note:

Rows are suppressed if the related data is blank for the person / account.

*Label*	*What Is Displayed*	*Drill Down Transfers You To*
Current Balance	The account's current balance.	Not applicable
Payoff Balance	The account's payoff balance. It will only be displayed if the amount differs from the current balance.	Not applicable
Last Bill	The date and amount of the account's last bill along with its due date.	Bill - Main
Last Payment	The date and amount of the account's last payment.	Payment Event - Main
Previous Bill	The date and amount of the bill prior to the last bill for the account.	Bill - Main
Next Bill Date	The next date on which a bill is scheduled to be produced for the account (based on the account's bill cycle's schedule)	Not applicable
Pending Bill Exists	The date of the pending bill. This row only appears if there is a pending bill associated with the account	Bill - Main
Freezable Bill Segments	If freezable bill segments exist, this row contains the number of segments and their total amount.	Bill Segment - Main
Incomplete Adjustments	If incomplete adjustments exist, this row contains the number of adjustments and their total amount.	Adjustment - Main
Freezable Adjustments	If freezable adjustments exist, this row contains the number of adjustments and their total amount.	Adjustment - Main
Payment(s) Pending Upload	Appears when the account has a pending payment staging record (i.e., the account has an external payment that has not been uploaded into the system). To prevent payments from being created and frozen before the actual payment is received, external payments are not uploaded into the system until their accounting date is reached. Note that the amount displayed represents the amount tendered for the account, but does not reflect how the payment may be distributed (i.e., the payment may be distributed to other accounts). For information about payment staging records, refer to Interfacing Payments from External Sources.	Payment Upload Staging
Incomplete Payment(s)	Appears when the account has payments that are incomplete. This row contains the number of payments and their total amount. Note, incomplete automatic payments that are pending distribution are not included in this alert as they are highlighted on the Auto Pay will be distributed on described below.	Payment - Main
Payment(s) with Errors	Appears when the account has payments that are in error. This row contains the number of payments and their total amount.	Payment - Main
Freezable Payments)	If freezable payments, this row contains the number of payments and their total amount.	Payment Event - Main
Auto Pay will be created on	This row shows the date that the next auto pay will be created. This alert will appear after a bill is completed for an account on auto pay. Refer to How And When Are Automatic Payments Created? for more information.	Bill - Main
Auto Pay will be distributed on	This row shows the date that the next auto pay will be distributed. This alert will appear after a bill is completed for an account on auto pay and the automatic payment has been created/extracted. Refer to How And When Are Automatic Payments Created? for more information.	Payment Event - Main