Timeline

The Timeline zone displays the following information in a graphical presentation:

  • Number of regular bills created for the account in a particular month

  • Number of adhoc bills created for the account in a particular month

  • Number of payments created for the account in a particular month

  • Number of dispute requests created for the account in a particular month

  • Number of active hold requests created for the account in a particular month

It contains the following fields:

Field Name Field Description Mandatory (Yes or No)
Month Used to indicate the month till when you want to display the above stated information.
Note: By default, the current month appears in this field.
Yes
Year Used to indicate the year till when you want to display the above stated information.
Note: By default, the current year appears in this field.
Yes

Depending on the month and year specified in the above fields, the data for the respective month and previous 11 months is presented in the grid. For example, if the Month and Year is set to April 2017, then the data for the May 2016, Jun 2016, Jul 2016, Aug 2016, Sep 2016, Oct 2016, Nov 2016, Dec 2016, Jan 2017, Feb 2017, Mar 2017, and Apr 2017 appears in the grid. To view the data for a different period, you must accordingly change the month and year and then click Search (The Search Icon) icon.

You can use the Previous Year (The Previous 12 Months Icon), Previous Month (The Previous Month Icon), Next Month (The Next Month Icon), and Next Year (The Next 12 Months Icon) icons to change the values specified in the above mentioned fields.

The following table indicates the data and the manner in which the data is presented in the grid:

Row Name Row Description
Regular Bills A small icon appears for each regular bill created for the account in the respective month. For example, if three regular bills are created for the account in the month of Jan 2017, two bills are created in the month of Feb 2017, and one bill is created in the month of Apr 2017, then three icons appear in the Jan 2017 column, two icons appear in the Feb 2017 column, and one icon appears in the Apr 2017 column. A text indicating the day of the month on which the bill was due appears on the icon. You can either display the day of the due date or bill date on the icon depending on the requirement. The following table indicates the color in which the icon appears depending on the condition which is satisfied:
If the bill is... Then the icon appears in...
Fully Matched Green
Unmatched Red
On clicking the icon, the corresponding bill information appears at the bottom of the zone. It has a link. On clicking the link, the Bill screen appears where you can view the details of the bill.
Note:

If you want to display the day of the due date on the icon, you must set the Date To Use (D-Due Date, B-Bill Date) parameter in the C1-TL-OI-EVT algorithm to D. However, if you want to display the day of the bill date on the icon, you must set the Date To Use (D-Due Date, B-Bill Date) parameter in the C1-TL-OI-EVT algorithm to B.

You can change the color in which the text appears on the icon and the color in which the icon appears when the above stated conditions are met through the C1-TL-OI-EVT algorithm.

Adhoc Bills A small icon appears for each adhoc bill created for the account in the respective month. For example, if three adhoc bills are created for the account in the month of Jan 2017, two bills are created in the month of Feb 2017, and one bill is created in the month of Apr 2017, then three icons appear in the Jan 2017 column, two icons appear in the Feb 2017 column, and one icon appears in the Apr 2017 column. A text indicating the day of the month on which the bill was due appears on the icon. You can either display the day of the due date or bill date on the icon depending on the requirement. The following table indicates the color in which the icon appears depending on the condition which is satisfied:
If the bill is... Then the icon appears in...
Fully Matched Green
Unmatched Red
On clicking the icon, the corresponding bill information appears at the bottom of the zone. It has a link. On clicking the link, the Bill screen appears where you can view the details of the bill.
Note:

If you want to display the day of the due date on the icon, you must set the Date To Use (D-Due Date, B-Bill Date) parameter in the C1-TL-OI-EVT algorithm to D. However, if you want to display the day of the bill date on the icon, you must set the Date To Use (D-Due Date, B-Bill Date) parameter in the C1-TL-OI-EVT algorithm to B.

You can change the color in which the text appears on the icon and the color in which the icon appears when the above stated conditions are met through the C1-TL-OI-EVT algorithm.

Payments A small icon appears for each payment created for the account in the respective month. For example, if one payment is created for the account in the month of Aug 2016, three payments are created in the month of Dec 2016, and four payments are created in the month of Mar 2017, then one icon appears in the Aug 2016 column, three icons appear in the Dec 2016 column, and four icons appear in the Mar 2017 column. A text indicating the day of the month on which the payment was created appears on the icon. The following table indicates the color in which the icon appears depending on the status of the payment:
Status Color
Frozen Green
Canceled Red
Freezable Blue
Error Red
Incomplete Yellow
On clicking the icon, the corresponding payment information appears at the bottom of the zone. It has a link. On clicking the link, the Payment screen appears where you can view the details of the payment.
Note: You can change the color in which the text appears on the icon and the color in which the icon appears in the different status through the C1-TL-PY-EVT algorithm.
Dispute Requests A small icon appears for each dispute request created for the account in the respective month. For example, if one dispute request is created for the account in the month of Aug 2016, three dispute requests are created in the month of Dec 2016, and four dispute request are created in the month of Mar 2017, then one icon appears in the Aug 2016 column, three icons appear in the Dec 2016 column, and four icons appear in the Mar 2017 column. A text indicating the day of the month on which the dispute request was created appears on the icon. The following table indicates the color in which the icon appears depending on the status of the dispute request:
Status Color
Active Green
Approved Green
Rejected Red
Approval In Progress Orange
Draft Orange
On clicking the icon, the corresponding dispute information appears at the bottom of the zone. It has a link. On clicking the link, the Dispute Request screen appears where you can view the details of the dispute.
Note: You can change the color in which the text appears on the icon and the color in which the icon appears in the different status through the C1-TL-DP-EVT algorithm.
Processes on Hold A small icon appears for each active hold request for the account in the respective month depending upon the number of processes on hold. For example, if there is one active hold request having two processes on hold for the account in the month of Aug 2016 and two active hold requests as H1 and H2, having one process on hold for H1 hold request and four processes on hold for H2 hold request for the month of Dec 2016, then two icon appears in the Aug 2016 column and five icons appear in the Dec 2016 column. A text indicating the day of the month on which an entity was kept on hold appears on the icon. The following table indicates the color in which the icon appears depending on the status of the hold request:
Status Color
Active Green
On clicking the icon, the corresponding hold information appears at the bottom of the zone. It has a link. On clicking the link, the Hold Request screen appears where you can view the details of the dispute.
Note: You can change the color in which the text appears on the icon and the color in which the icon appears in the different status through the C1-TL-HR-EVT algorithm.