Financial History

Use the Financial History section of the Billing tab to view bills, payments, and adjustments. By default, all three types of history records are displayed in the Financial History list on the Billing tab. To view details about a record, select the hyperlink in the Transaction Type column. The system opens the record in a drawer, where you can view additional detail, or navigate to the page where you can view and manage the record.

If your utility is using Oracle Fusion Knowledge Management, a book icon appears in the header of the zone. When you select the icon, a drawer opens with a pre-confgured knowledge article that can help agents answer calls about financial history.

You can use the filter fields above the list to narrow the results to the type of record or to a specific date range. For example, you can filter by:

• All Activity
• Bill
• Payment
• Adjustment

When specifying a custom date range, you can't select a date range that spans more than three years.

• View a Payment
  
• View a Bill
  
• View an Adjustment