Account Type - Main

To set up account types, navigate to Admin > Account Type.

Description of Page

Enter a unique Account Type code and Description for every account type.

Use Collection Class to define the collection class that defaults onto new accounts that belong to this account type. An account's collection class may be subsequently modified if the account has special collection problems or needs.

Use an Account Business Object to define a BO that may govern additional rules related to accounts of this type.

Turn on Business Activity Required if obligations linked to accounts with this account type require a Business Activity description to be entered.

Turn on Open Item Accounting if accounts belonging to this account type are subject to open-item accounting. Refer to Open Item Accounting for a complete explanation of the significance of this switch.

Note: This switch is only applicable to implementations supporting the classic billing functionality.

Turn on Non Tax Agency Payment if accounts belonging to this account type are used for payments made to reduce non-tax authority debt. For example, if your tax authority sends collection notices or offsets taxpayer refunds on behalf of other agencies, such as child support, college tuition, or parking violations, you should set up the following information to accept such payments:

Create a new account type called "Non Tax Authority Customer".

When someone pays for non-tax authority debt, the operator will add a payment for the above account. On the payment, the operator should record reference information in order to know exactly why the payment was made. Refer to Payment Event - Main for more information.

You must define a variety of business rules for every division in which an account type has taxpayers. You do this on the Account Type - Controls page. The grid that follows simply shows the divisions for which business rules have been set up.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_​CUST_​CL.