Register

Header Row

If the policy is from your Policy System, the policy number is a link that opens the Policy Information data entry form.

If the policy is an Accounting Only Policy, the policy number is not a link because the policy does not exist in your policy system.

Accounting Only Policies are created when you enter, as opposed to select, the policy number in a Direct Bill Entry statement.

The total accounts receivable balance for the policy.

Nested Row

Use to quickly perform an accounting transaction on the item. More...

This is one of the places where invoices generated from the Direct Bill Entry statement can be corrected. The other is the Customer Center > Invoice View.

An invoice with this indicator is currently advanced.

The system-assigned invoice number. Select the link to view the invoice form sent to the customer.

Invoices created from Accounting Only Policies do not have a link to the invoice form.

Use this Invoice View if a customer calls you with questions on the printed version of the invoice they received. This way you are looking at the same version the customer is seeing.

TheAccounting Transaction Code for the item. If the code appears as a link you can view the general ledger postings for that transaction.

If the invoice is generated from the Direct Bill Entry statement, then the transaction type is CEI.

For invoice detail rows, the word "binder" appears in this field if the policy transaction associated with the invoice has not been replaced. Otherwise, this field is blank.

The Policy Transaction Code.

The description entered on the original invoice, receipt, check, or journal entry.

These amounts include direct bill invoices (all methods), receipts and checks for direct bill deposits and future invoices. These are not included in the accounts receivable balance for the customer.

The transaction amount. The total of these amounts equals the account balance (accounts receivable balance).

If your agency uses Business Unit Split, you may see a zero balance on the register. These invoices change to Business Unit Split allocation for previously billed invoices.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

• Use the arrows at the bottom of the page to view additional pages.*

• Set the Max # of Records Returned field to a value greater than 100 in View Options.*

• Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.