Payee Accounts
The Payee Accounts zone displays the accounts associated with the payee. It contains the following columns:
| Column Name | Column Description |
|---|---|
| Account Information | Displays information about the accounts that are associated
with the payee. In addition, this column has a context menu ( ) icon which helps in navigating to other screens
in the application.Note: It has a link. On clicking the link, the Account screen appears where you can view the details
of the respective account.
|
| Payee Account Type | Indicates the account type associated with the payee. Note: The list includes only those values which are defined in the C1INVTYP characteristic type.
|
| Payment Cycle | Displays the billing cycle for the account. |
| Payment Method | Displays the payment method for the account. |
| Autopay Details | Displays the autopay source code description. |
Note:
You can filter the list using various search criteria (such
as, Person Name, Person Type, Account ID, and Include Ended
Child Person's Accounts) available in the Filter area. By default, the Filter area is hidden.
You can view the Filter area by clicking the Filters (
) icon
in the upper right corner of this zone.
On clicking the Broadcast (
) icon
corresponding to the account, the Payment/Write-off Information, Open Payable(s), and Open Payable
Details zones appear.