Review Customer Accounts

After you sign in to Oracle Applications and do the prerequisite steps, the Account Overview page opens. You can see these items:

• Infotiles that provide a quick summary of transactions made by the customer.

  Infotile	What you see
  Total	The total number of open transactions that are pending payment for all currencies.
  Invoices	The total number of printed invoices of open transactions. A pie chart of invoices based on the aging bucket.
  Credit Memos	The total number of open receivables credit transactions.
  In Dispute	The total number of disputed transactions pending approval.

  Tip: If you filter for a customer account and currency, infotiles display the total amount of the open transactions for that currency.
  Note: If you can't see the Dispute infotile, then you probably don't have the required permission to raise disputes. Contact your Receivables or Collections Manager.

• A list of open transactions for your accounts.

  To view details of a transaction:

  1. On the Account Overview page, click the transaction number.

  2. Click View Activities.

  To see a detailed transaction history for an account:

  1. On the Account Overview page, click Transaction History.

  2. You can also see transactions done during a specific period and when each transaction was fully or partially closed, along with their receipt numbers.

Tip: Don't want to sign in to Bill Management every time you want to review your accounts? Just download the transactions in an XLS file by clicking Export to Excel.