Managing Financial Accounts for Siebel Finance

A financial account is a record of the monetary transactions for an individual or company.

The following procedures related to financial accounts and financial account management are included in this topic:

• "Displaying Financial Account Details"

• "Modifying Service Request Information for a Financial Account"

• "Viewing Balance History Information for a Financial Account"

• "Viewing Transaction Detail Information for a Financial Account"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Finance.

  
  

Displaying Financial Account Details

You can display financial account details by using the Financial Accounts list. You cannot modify financial account information. This information originates in the non-mobile application for Siebel Finance.

To display financial account details 

1. Tap the Side Menu icon on the application banner, and then tap Financial Accounts to display the following:

   • The Financial Accounts list and details for the selected financial account in the right pane.

   • A list in the left pane in which you can select the related items for financial accounts.

2. Tap a financial account in the Financial Accounts list.

3. To view the related items for the selected financial account, tap the following names in the list in the left pane:

   • Service Requests. Shows the service request information for the financial account. For more information, see "Modifying Service Request Information for a Financial Account".

   • Balance History. Shows the balance history information for the financial account. For more information, see "Viewing Balance History Information for a Financial Account".

   • Transaction Detail. Shows the transaction detail information for the financial account. For more information, see "Viewing Transaction Detail Information for a Financial Account".

Modifying Service Request Information for a Financial Account

Complete the following procedure to modify the service request information for a financial account.

To modify the service request information for a financial account 

1. Tap the Side Menu icon on the application banner, and then tap Financial Accounts to display the following:

   • The Financial Accounts list and details for the selected financial account in the right pane.

   • A list in the left pane in which you can select the related items for financial accounts.

2. Tap a financial account in the Financial Accounts list.

3. Update an existing financial account service request as follows:

   1. Tap Service Requests in the list in the left pane.

      All service requests associated with the financial account appear in the right pane, and all details for the selected financial account appear above the list in the right pane.

   2. Tap the service request that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new financial account service request as follows:

   1. Tap Service Requests in the list in the left pane, and then tap the plus (+) icon in the right pane.

   2. Enter the information for the new service request on the form that appears, and then save the record.

Viewing Balance History Information for a Financial Account

Complete the following procedure to view the balance history information for a financial account.

To view the balance history information for a financial account 

1. Tap the Side Menu icon on the application banner, and then tap Financial Accounts to display the following:

   • The Financial Accounts list and details for the selected financial account in the right pane.

   • A list in the left pane in which you can select the related items for financial accounts.

2. Tap a financial account in the Financial Accounts list.

3. Tap Balance History in the list in the left pane.

   All balance histories associated with the financial account appear in the right pane, and all details for the selected financial account appear above the list in the right pane.

4. Tap the balance history that you want to view.

Viewing Transaction Detail Information for a Financial Account

Complete the following procedure to view the transaction detail information for a financial account.

To view the transaction detail information for a financial account 

1. Tap the Side Menu icon on the application banner, and then tap Financial Accounts to display the following:

   • The Financial Accounts list and details for the selected financial account in the right pane.

   • A list in the left pane in which you can select the related items for financial accounts.

2. Tap a financial account in the Financial Accounts list.

3. Tap Transaction Detail in the list in the left pane.

   All transaction details associated with the financial account appear in the right pane, and all details for the selected financial account appear above the list in the right pane.

4. Tap the transaction detail that you want to view.