Suspenses

In this topic we continue our discussion of Insured Account Current.

With the parameter enabled in the Administration Module, a suspense or ‘to do’ can be attached to any open invoice or policy on the Policy Account Current Lookup.

The suspense is displayed in the Suspense Listing when the user logs into AIM Accounting.

1. Click the policy, and then right-click.
2. Click Add Suspense.

3. In the New Suspense dialog box enter the following information by clicking and making a selection from the list:
   1. Reason – reason for the suspense
   2. Assign To – person to whom the suspense is assigned
   3. Date Required – date on which action on the suspense is required
   4. Priority – priority level of the suspense
   5. Action Required/Type – type of action to be performed to complete the suspense
4. In the Description text box, enter a description of the suspense.
5. Click OK after all details have been entered or click Cancel to close without saving.

See Also