In the Financial Center, from  the sidebar menu select Views > Account Current.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Date Range

Select one of the pre-defined date ranges from the drop-down list on the left, or enter your own dates in the From/To fields on the right.

Date Range From/To

Enter a full date range or choose only a From date to see all items beginning with that date through current date. Alternately, choose only a To date to see all items from the date you began using AMS360 through the date entered.

Max # of Records Returned

Enter the maximum number of records to be displayed in a single page of the list. By default, AMS360 displays the first 100 records unless you enter a higher maximum number in this field.

To see the data that meets your selection criteria, click Apply View.

Account Current

Applies to:  Financial Center

The Account Current view displays Account Currents that have been created and are in progress, ready to pay, or paid.

Key Fields

Actions

The Create a Check to the Company appears in this column if the status of the account current is set to Ready to Pay.

Type

Identifies the company as Insurance, Brokerage, or Fee.

GL Date

The date the check for the Account Current is posted to the General Ledger. Paid statements appear at the end of the list.

Ref #

A number assigned to the posted check transaction by the system. Often you can use the reference number to locate all of the transactions associated with the number.

Amount

The total dollar amount of the items chosen to pay on the statement. The amount may not be the original total if you have chosen to partially pay items in the report.

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.

Would you like to...

Pay an Account Current?