Outstanding Balances by Account Summary
The Outstanding Balances by Account Summary displays a list of accounts and account information for which a customer user is associated and the outstanding balance for each vendor. Users may view outstanding bills and balances, view their most recent bills (up to three months prior), and send the agency a correspondence message concerning a specific account.
The Account Summary query can be accessed using the following path from the desktop:
Billing>Outstanding Balances by Account Summary
The Outstanding Balances by Account Summary displays several types of information. It contains the following buttons, pages, and tabs (click each tab for more information): (* indicates a required field)
There are several buttons on the Account Summary query. Some buttons will not be active if a record is not selected.
| Button | Description |
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Send Us A Message |
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View Outstanding Bills |
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View Recent Bills |
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View Outstanding Statements |
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View Recent Statements |
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This is the Summary page of the Outstanding Balances by Account Summary query.
My Accounts
Summary
The search provides two helpful capabilities:
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View as CSV - VSS users will have the ability to view search results in CSV so they can copy their search results externally to their computer for further research.
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Sort Provides the ability for VSS users to sort search results based on multiple columns and ability to arrange in sequence.
| Field Name | Description |
|---|---|
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Registration Number |
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Code (Vendor) |
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Address Code (Vendor) |
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Name (Vendor) |
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Total Outstanding Amount |
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Outstanding Chargeback Amount |
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Currency |
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Total Outstanding Credit Amount |
This is per Vendor Address Code so it reflects the sum of the Total Outstanding Credit Amount for each bill for a single vendor address code. |
Totals Row
Upon retrieving the search results from the query, the system will sum and display the amount totals. The totals display for all amount fields regardless of currency and are calculated across all search results even if multiple pages.
If search results contain multiple currencies, the totals will not be calculated.
| Field Name | Description |
|---|---|
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Total Outstanding Amount |
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Outstanding Chargeback Amount |
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Total Outstanding Credit Amount |
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