Before a match event impacts a taxpayer's arrearage, its debits and credits must net to zero for every obligation referenced on the match event. This page shows the sum of the debits and credits for every obligation that contributes at least one financial transaction to the match event. To open this page, use and navigate to the Subtotals tab.
Description of Page
This page shows the sum of the debits and credits for every obligation that contributes at least one financial transaction to the match event.
Match Event Info and Match Event ID only appear after the match event exists on the database. The ID is a system assigned random number that stays with a match event for life. The Match Event Info is a concatenation of important details about the match event and its account.
The next section contains the sum of the Debit and Credit financial transactions linked to the match event. If the debits and credits do not sum to zero, the Difference is also shown.
The following Filters work together to restrict the obligations that appear in the grid. The following points describe the various options (note, don't forget to press the search button after specifying the various filter options):
Use the Obligation Filter to define the types of obligations whose financial transactions appear in the grid. The following options are available:
All. Use this option if you do not wish to restrict obligations.
Obligation ID. Use this option to see a specific obligation.
Obligation Type. Use this option to restrict obligations to those with a given division and obligation type.
Use Status Filter to restrict the obligations based on whether the sum of the debits and credits they contribute to the match event. The following options are available:
All. Use this option if you do not wish to restrict obligations based on this status.
Balanced. This option shows only obligations where the sum of debit and credits nets to zero on this match event.
Unbalanced. This option shows only obligations where the sum of debit and credits do not net to zero on this match event.
Don't forget to click the search button after changing the filters.
The grid that follows contains the obligations that match your search criteria. The following information appears in the grid:
Obligation Information. This column contains a summary of important information about the obligation.
Difference. This column contains the difference between the Matched Debits and Match Credits. If this is non-zero, the value appears in red.
Matched Debits. This column contains the sum of debit financial transactions that this obligation contributes to this match event.
Matched Credits. This column contains the sum of credit financial transactions that this obligation contributes to this match event.
Location Information. This column contains a summary of the location (if any) associated with the financial transaction's obligation.
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