Account - Main Information

The Main page contains core account information. Open this page using Menu > Registration > Account.

Description of Page

Basic information about the Account and the Account ID are displayed on every tab in this page. These values only appear after the account exists on the database. The Account ID is a system-assigned random number that stays with an account for life.

A "check digit" is displayed adjacent to the account ID. This is for information purposes only, and is not needed to operate the system. The following points describe how the check digit is calculated for an Account ID equal to 0011883422.

Note:

Technical note. The above is calculated in the common routine called CIPCACDN.

Set Up Date is the date the account was initially set up. This is purely informational.

Currency Code defines the currency in which the account's financial transactions are expressed. All rates and payments associated with this account must be denominated in this currency.

Note:

Default note. The currency defaults from the Installation Record and may be overridden here.

Account Type plays a part in:

Note:

Default note. The account type defaults from Installation Options - Account (Person Account Type) and may be overridden at will.

Division defines the jurisdiction that governs this account. You may only select Divisions associated with the account's account type. This field is updated behind the scenes every time an obligation is activated (the system uses the division associated with the obligation's obligation type). If you have assigned a division and do not want the system to change it when an obligation is activated, turn on Protect division.

Note:

Division governs many functions. An account's division impacts its collections review dates, the roles assigned to To Do entries, and the calendar of workdays. Refer Setting Up Account Types for more information.

Access Group controls which users are allowed to view and update this account's information (including obligations, payments, tax forms,…). The system defaults this value from the user's default access group. Refer to The Big Picture of Row Security for a complete description of how account security is implemented in the system.

The optional Account Management Group controls the roles assigned to To Do entries associated with an account. Refer to Setting Up Account Management Groups for more information.

Enter a Comment to define unusual information about the account. If this field is populated, an alert will highlight such in the Alert Zone.

Note: Optional information. The fields described below are only visible if your implementation uses the related functionality.

The Bill related fields are applicable only to Classic Billing and are shown only if your implementation has not turned off the BI — Billing (Classic) module.

Bill Cycle controls when a bill is produced for an account.

If you have assigned a bill cycle and do not want the system to change the bill cycle when an obligation is activated, turn on Protect Bill Cycle.

If you want to stall billing until after some future date, enter the date in Bill After.

If a user should review the account's printed bills before they are sent to the taxpayer, enter the user ID of the individual who reviews the bill in Bill Print Intercept.

Mailing Location ID defines an address associated with this account. This functionality is only applicable for implementations that continue to use legacy addresses. Refer to Account - Person Information for more information about how to define where a person has their correspondence sent.

If you do not want the mailing location changed by internal processes, turn on Protect Mailing Location. This functionality is only applicable for implementations that continue to use legacy addresses