Viewing Financial History
To answer customer inquiries, or determine how to best service a customer, you might need to view information about the account's billing and payment history. To view financial history, you must select a billing account on the Billing tab. You can then view payment, bill, and adjustment history for the billing account.
By default, all financial history records are displayed in the Financial History list. You can use the filter fields above the list to narrow the results to the type of record or to a specific date range. To view details about a record, click on the hyperlink in the Transaction Type column.
View Financial History Details
To view financial history details:
- Access the billing account you want to view.
- Search for and locate a financial history record in the Financial History section.
To locate a specific record, you can use the following filters:
- All activity
- Bills
- Payments
- Adjustments
- Date Range: By default, the financial history date range is set to "All time"
and includes all financial history through the configured range. To specify a
custom date range, click on the Calendar, click Select Custom Date,
enter your date range and then click Submit.
Note:
The range available for viewing is determined by the Historical Data Range Profile Option set by your utility. By default, the Historical Data Range is set to allow you to view 3 years of data.
- The system updates to records in the list to reflect your filter selections.
- Click on the hyperlink in the Transaction Type column.
- The system displays one of the following drawers on the right side of the screen,
depending on the transaction type of the selected record:
- Payment drawer
- Adjustment drawer
- Bill drawer
- Review the financial information, then close the drawer by clicking the X at the top.
- Continue on to one of the next topics to understand the detailed information in the drawers.
Topics in this section include: