Control Central - Bill/Payment Tree

Once Control Central - Search has an account context, you can navigate to the Bill/Payment Tree to see an overview of the financial transactions linked to the account.

Description of Page

This page is dedicated to a tree that shows the account's bills and payments. You can use this tree to both view high-level information about these objects and to transfer to the respective page in which an object is maintained.

For balance-forward accounts, bill nodes contain the balance presented on the respective bill, and pay nodes contain the amount of the respective payment. However, for open-item accounts, the tree behaves differently:

• The amount on bill nodes is equal to the sum of the current charges, adjustments and corrections on the bill.
• Each bill or payment will contain an indication if all of its financial transactions are fully matched. If not, the node will become red to highlight that unmatched financial transactions exist.
• If a bill or payment node is expanded, a summary of the match status of its financial transactions is shown.
• Credit and correction notes appear as separate nodes.