My Infor Billing items

Item	Description
All Suspended Accounts	Shows a list of all accounts that have been suspended from billing. To reinstate a suspended account, select the account in the grid, click the Settings button and select Unsuspend. See Suspending or unsuspending an account. Note: Closed accounts are automatically removed from the list of suspended accounts.
Budget Billing Payment Review	Lists accounts that are not making sufficient payments toward their budget billing plans. The list of accounts is determined by a Budget Billing Payment Review task in the Batch Manager. You can use the Settings button to cancel budget billing for one or more selected accounts, or to remove accounts from the list.
Collections Eligible Accounts	Shows a list of accounts that are eligible to be sent to collections. Accounts are marked as eligible for collections during delinquency runs based on the rules defined for your delinquency milestones. When accounts are eligible, sending them to collections is a manual process that you use this item to complete. To send an account to collections, select the account in the grid, click the Settings button, and select Collect. You can also click the Settings button and select Collect Specific if you only want to send selected line items to collections. If you don't want to send an account to collections you can click the Settings button and select Remove to remove it from the list. See Sending accounts to collections .
Credit Officer Collections Accounts	Shows a list of accounts in collections for which the logged in user is the credit officer. The credit officer is an agency employee who is assigned to handle collections. The collection manager uses the Manage Collection Accounts item to assign accounts to credit officers. You can click the Settings button and select View Bills to see the bills that are in collections for a specific account, or you can click an account number in the Account # column to open the account in the Manage Account page.
Delinquency Officer Accounts	Shows a list of delinquent accounts that are assigned to a particular delinquency officer. You can use the item's preferences to specify the delinquency officer whose assignments you want to view. If you to not specify a delinquency officer, then the item shows all delinquencies. You can also use the preferences to filter the accounts displayed by the delinquent balance. You can use the item's Settings button to perform actions such as incrementing or decrementing delinquencies, setting or releasing holds, granting extensions, or resolving delinquencies. See Delinquency.
Expiring Surety Bonds	Shows a list of surety bonds that will expire within the next 30 days. See Adding a surety bond to an account.
Lien Eligible Accounts	Similar to the Collection Eligible Accounts item, this item is used to add liens to accounts that have been marked as eligible during a Delinquency Run. You can click the Settings button and select Lien to add a lien to a selected account, or you can select Lien Specific to limit the lien to certain line items. If you don't want to add a lien, you can click the Settings button and select Remove to remove an account from the list. See Adding liens to accounts.
Manage Collections Accounts	Shows a list of accounts in collections so that a collections manager can review and assign them. The collection manager is the employee who is responsible for the collection scheme the account has been assigned to. To assign an account, click the Settings button and select Assign To. Specify an employee ID in the Collection Credit Officer field, or specify a contact ID in the Collection Agency field. You can also click the Settings button and select View Bills to see the bills that are in collections. You can use the item's preferences to control which accounts are displayed. When editing the item's preferences, you can select one of these options from the View Settings list: All Accounts: Shows all accounts in collections. My Collections: Shows a list of accounts for which the logged in user is the collections manager. Collections managers are assigned to specific collections schemes in Collections Setup. Unassigned Collections: Shows a list of collections accounts that haven't been assigned to a credit officer. Click the Settings button and select Assign To to assign these accounts. Assigned to Me: Shows all collections accounts that are assigned to the logged in user. Use the Assign Responsibility link in the Manage Account page to assign accounts to employees. Assigned as Supervisor: Shows all collections accounts that are assigned to employees who report to the logged in user. Use the Assign Responsibility link in the Manage Account page to assign accounts to employees. My Responsibility: Shows all collections accounts that match the responsibility of the logged in user. You can use the Employee Manager to add one or more responsibility codes to the user's employee record, and you can use the Assign Responsibility link in the Manage Account page to add a responsibility code to an account.
Manage Delinquency Accounts	Shows a list of accounts in delinquency. You can perform actions such as incrementing or decrementing the delinquency milestone, resolving delinquency, or granting an extension. This item gives you quick access to the same delinquency processing functionality as the Manage Account page provides. You can use this item's preferences to control which accounts are displayed. When editing the item's preferences, you can select one of four options from the View Settings list: All Accounts: Shows all delinquent accounts. Assigned to Me: Shows all delinquent accounts that are assigned to the logged in user. See Assigning responsibility for an account. Assigned as Supervisor: Shows all delinquent accounts that are assigned to employees who report to the logged in user. Assigned as Delinquency Manager: Shows all delinquent accounts that are assigned to the current user as the delinquency manager Unassigned Delinquency Officer: Shows all delinquent accounts that are not assigned to a delinquency officer. My Responsibility: Shows all delinquent accounts that match the responsibility of the logged in user. (You can use the Employee Manager to add one or more responsibility codes to the user's employee record.) See Assigning responsibility for an account . You can also use the preferences to filter accounts in the list by delinquency manager, delinquency officer, delinquency group, delinquency scheme, delinquency milestone, account class, billing cycle, or delinquent balance. See Delinquency.
Manage Lien Accounts	Shows a list of accounts with liens attached. See Adding liens to accounts.
Managed Accounts	Shows a list of case managed accounts. Accounts are considered case managed if they are assigned to an employee or department. This list only includes accounts that are not voided or closed. See Assigning responsibility for an account. You can use this item's preferences to control which accounts are displayed. When editing the item's preferences, you can select one of four options from the View Settings list: All Accounts: Shows all accounts that are assigned to an employee or have a responsibility code. Assigned to Me: Shows all accounts that are assigned to the logged in user. Assigned as Supervisor: Shows all accounts that are assigned to employees who report to the logged in user. My Responsibility: Shows all accounts that match the responsibility of the logged in user. (You can use the Employee Manager to add one or more responsibility codes to the user's employee record.)
Move In Exception Accounts	Shows a list of accounts for which Infor Public Sector was unable to finalize the move in process. The Exception column in the grid shows the reason Infor Public Sector couldn't move in each account, such as no initial meter reading or an active account already at the address. After you've corrected the indicated problem for an account, you can click the Settings button and select Finalize to finalize the move in. If the move in is successful, Infor Public Sector removes the account from the grid. See Creating accounts.
Move Out Exception Accounts	Shows a list of accounts for which Infor Public Sector was unable to finalize the move out process. The Exception column in the grid shows the reason Infor Public Sector couldn't move out each account, such as no final meter reading. After you've corrected the indicated problem for an account, you can click the Settings button and select Finalize to finalize the move out. If the move out is successful, Infor Public Sector removes the account from the grid. See Moving out an account.
NSF Import	Shows a list of unresolved NSF payments. Unresolved payments are NSF payments that were imported in an NSF import run, but for which Infor Public Sector was unable to complete NSF processing. For example, Infor Public Sector may have been unable to reverse a payment or generate an NSF fee due to a data mismatch. The NSF Import grid shows the import files that include unresolved payments. You can click the Show/Hide button in the first column to see the unresolved payments in each file. To see more details, select an import file, click the Settings button and select Open Import Details. Infor Public Sector then shows the same information as when you search an import file in Lookup NSF Import. You can also click the Settings button and select Review to remove a file from the list. Note that reviewed payments aren't necessarily resolved. Selecting Review removes them for the list so you can focus on the payments you haven't reviewed yet.
Payment Arrangement Review	Shows a list of payment arrangements with a status of Broken or In Notice. See Reviewing payment arrangements.
Payments Only Arrangement Review	Shows a list of accounts where the total amount paid under a payment arrangement is either significantly greater or significantly less than the sum of the actual bills. The list of accounts is determined by a Payments Only Arrangement Review Run task in the Batch Manager.
Pending Adjustments to Review	Shows a list of adjustments that you have the authority to approve or reject. When first loaded, the grid only shows adjustments that require approval from a user at your approval level. To see adjustments that can be approved by users at lower levels as well, click the Settings button and select LOAD ALL. You can click the Settings button and select LOAD to return to the original view. To approve or reject selected adjustments, click the Settings button and select APPROVE or REJECT. To open an adjustment, click the Settings button and select OPEN. Infor Public Sector shows the adjustment in the Account Adjustment InfoViewer.
Pending Disputes List	Shows a list of pending disputes that were submitted by the logged in user. For each dispute, you can click the code in the Dispute Code column to open the dispute in the Dispute InfoViewer. You can click the Settings button and select Assign to assign a selected dispute to a different user, or select Resolve to resolve a dispute. See Disputing a bill.
Pending Disputes to Review	Shows a list of pending disputes that are assigned to the logged in user. You can click the down arrow button and select List All to show disputes that are assigned to employees who report to the logged in user as well, or select List to show only disputes that are assigned directly to the current user. For each dispute, you can click the code in the Dispute Code column to open the dispute in the Dispute InfoViewer. You can click the Settings button and select Assign to assign a selected dispute to a different user, or select Resolve to resolve a dispute.
Pending Refunds to Review	Shows a list of refunds that you have the authority to approve or reject. When first loaded, the grid only shows refunds that require approval from a user at your approval level. To see refunds that can be approved by users at lower levels as well, click the Settings button and select LOAD ALL. You can click the Settings button and select LOAD to return to the original view. See Refunding credits. To approve or reject selected refunds, click the Settings button and select APPROVE or REJECT. To open a refund, click the Settings button and select OPEN. Infor Public Sector shows the refund in the Account Refund InfoViewer.
Preview Prior To Run	Shows a list of pending bill runs that were generated by the Batch Manager. When you set up a Bill Run Schedule task in the Batch Manager you can indicate how far in advance you want to preview the parameters of a bill run, so that you can make any necessary changes before creating bills. You can click the Settings button and select Edit to make any changes to a bill run in the list.
Refund Eligible Accounts	Shows a list of accounts that are eligible to receive refunds for overpayments, deposits, or credit adjustments. The Refund Amount column in the grid shows the total amount that is available for each account. To refund this amount, select an account in the grid, click the Settings button and select REFUND.
Reviewed Adjustments	Shows a list of adjustments submitted by the logged in user that have been approved or rejected by other users. To resubmit a rejected adjustment, select the adjustment in the grid, click the Settings button and select RESUBMIT. If an adjustment was rejected and you don't want to resubmit it, or it was approved and you no longer need to see it, you can click the Settings button and select DONE to remove it from the list.
Reviewed Refunds	Shows a list of refunds submitted by the logged in user that have been approved or rejected by other users. To resubmit a rejected refund, select the refund in the grid, click the Settings button and select RESUBMIT. If a refund was rejected and you don't want to resubmit it, or it was approved and you no longer need to see it, you can click the Settings button and select DONE to remove it from the list.
Submitted Pending Adjustments	Shows a list of adjustments submitted by the logged in user that require approval from another user. To cancel one or more submissions, click the Settings button and select CANCEL.
Submitted Pending Refunds	Shows a list of refunds submitted by the logged in user that require approval from another user. To cancel one or more submissions, click the Settings button and select CANCEL.
Suspended Accounts	Shows a list of accounts that the logged in user has suspended from billing. To reinstate a suspended account, select the account in the grid, click the down arrow button and select Unsuspend. You can also use the All Suspended Accounts item to view a list of all suspended accounts. See Suspending or unsuspending an account. Note: Closed accounts are automatically removed from the list of suspended accounts.
Unmatched Payments	Shows a list of payments that can't be matched to an existing account number. You can use the Settings button to transfer or resolve unmatched payments. See Unmatched payments.

All Suspended Accounts

Shows a list of all accounts that have been suspended from billing. To reinstate a suspended account, select the account in the grid, click the Settings button and select Unsuspend.

See Suspending or unsuspending an account.

Note: Closed accounts are automatically removed from the list of suspended accounts.

Budget Billing Payment Review

Lists accounts that are not making sufficient payments toward their budget billing plans. The list of accounts is determined by a Budget Billing Payment Review task in the Batch Manager.

You can use the Settings button to cancel budget billing for one or more selected accounts, or to remove accounts from the list.

Collections Eligible Accounts

Shows a list of accounts that are eligible to be sent to collections. Accounts are marked as eligible for collections during delinquency runs based on the rules defined for your delinquency milestones.

When accounts are eligible, sending them to collections is a manual process that you use this item to complete. To send an account to collections, select the account in the grid, click the Settings button, and select Collect. You can also click the Settings button and select Collect Specific if you only want to send selected line items to collections. If you don't want to send an account to collections you can click the Settings button and select Remove to remove it from the list.

See Sending accounts to collections .

Credit Officer Collections Accounts

Shows a list of accounts in collections for which the logged in user is the credit officer. The credit officer is an agency employee who is assigned to handle collections. The collection manager uses the Manage Collection Accounts item to assign accounts to credit officers. You can click the Settings button and select View Bills to see the bills that are in collections for a specific account, or you can click an account number in the Account # column to open the account in the Manage Account page.

Delinquency Officer Accounts

Shows a list of delinquent accounts that are assigned to a particular delinquency officer. You can use the item's preferences to specify the delinquency officer whose assignments you want to view. If you to not specify a delinquency officer, then the item shows all delinquencies. You can also use the preferences to filter the accounts displayed by the delinquent balance.

You can use the item's Settings button to perform actions such as incrementing or decrementing delinquencies, setting or releasing holds, granting extensions, or resolving delinquencies.

See Delinquency.

Expiring Surety Bonds

Shows a list of surety bonds that will expire within the next 30 days.

See Adding a surety bond to an account.

Lien Eligible Accounts

Similar to the Collection Eligible Accounts item, this item is used to add liens to accounts that have been marked as eligible during a Delinquency Run. You can click the Settings button and select Lien to add a lien to a selected account, or you can select Lien Specific to limit the lien to certain line items. If you don't want to add a lien, you can click the Settings button and select Remove to remove an account from the list.

See Adding liens to accounts.

Manage Collections Accounts

Shows a list of accounts in collections so that a collections manager can review and assign them. The collection manager is the employee who is responsible for the collection scheme the account has been assigned to.

To assign an account, click the Settings button and select Assign To. Specify an employee ID in the Collection Credit Officer field, or specify a contact ID in the Collection Agency field. You can also click the Settings button and select View Bills to see the bills that are in collections.

You can use the item's preferences to control which accounts are displayed. When editing the item's preferences, you can select one of these options from the View Settings list:

All Accounts: Shows all accounts in collections.
My Collections: Shows a list of accounts for which the logged in user is the collections manager. Collections managers are assigned to specific collections schemes in Collections Setup.
Unassigned Collections: Shows a list of collections accounts that haven't been assigned to a credit officer. Click the Settings button and select Assign To to assign these accounts.
Assigned to Me: Shows all collections accounts that are assigned to the logged in user. Use the Assign Responsibility link in the Manage Account page to assign accounts to employees.
Assigned as Supervisor: Shows all collections accounts that are assigned to employees who report to the logged in user. Use the Assign Responsibility link in the Manage Account page to assign accounts to employees.
My Responsibility: Shows all collections accounts that match the responsibility of the logged in user. You can use the Employee Manager to add one or more responsibility codes to the user's employee record, and you can use the Assign Responsibility link in the Manage Account page to add a responsibility code to an account.

Manage Delinquency Accounts

Shows a list of accounts in delinquency. You can perform actions such as incrementing or decrementing the delinquency milestone, resolving delinquency, or granting an extension. This item gives you quick access to the same delinquency processing functionality as the Manage Account page provides.

You can use this item's preferences to control which accounts are displayed. When editing the item's preferences, you can select one of four options from the View Settings list:

All Accounts: Shows all delinquent accounts.
Assigned to Me: Shows all delinquent accounts that are assigned to the logged in user.
See Assigning responsibility for an account.
Assigned as Supervisor: Shows all delinquent accounts that are assigned to employees who report to the logged in user.
Assigned as Delinquency Manager: Shows all delinquent accounts that are assigned to the current user as the delinquency manager
Unassigned Delinquency Officer: Shows all delinquent accounts that are not assigned to a delinquency officer.
My Responsibility: Shows all delinquent accounts that match the responsibility of the logged in user. (You can use the Employee Manager to add one or more responsibility codes to the user's employee record.)
See Assigning responsibility for an account .

You can also use the preferences to filter accounts in the list by delinquency manager, delinquency officer, delinquency group, delinquency scheme, delinquency milestone, account class, billing cycle, or delinquent balance.

See Delinquency.

Manage Lien Accounts

Shows a list of accounts with liens attached.

See Adding liens to accounts.

Managed Accounts

Shows a list of case managed accounts. Accounts are considered case managed if they are assigned to an employee or department. This list only includes accounts that are not voided or closed.

See Assigning responsibility for an account.

You can use this item's preferences to control which accounts are displayed. When editing the item's preferences, you can select one of four options from the View Settings list:

All Accounts: Shows all accounts that are assigned to an employee or have a responsibility code.
Assigned to Me: Shows all accounts that are assigned to the logged in user.
Assigned as Supervisor: Shows all accounts that are assigned to employees who report to the logged in user.
My Responsibility: Shows all accounts that match the responsibility of the logged in user. (You can use the Employee Manager to add one or more responsibility codes to the user's employee record.)

Move In Exception Accounts

Shows a list of accounts for which Infor Public Sector was unable to finalize the move in process. The Exception column in the grid shows the reason Infor Public Sector couldn't move in each account, such as no initial meter reading or an active account already at the address. After you've corrected the indicated problem for an account, you can click the Settings button and select Finalize to finalize the move in. If the move in is successful, Infor Public Sector removes the account from the grid.

See Creating accounts.

Move Out Exception Accounts

Shows a list of accounts for which Infor Public Sector was unable to finalize the move out process. The Exception column in the grid shows the reason Infor Public Sector couldn't move out each account, such as no final meter reading. After you've corrected the indicated problem for an account, you can click the Settings button and select Finalize to finalize the move out. If the move out is successful, Infor Public Sector removes the account from the grid.

See Moving out an account.

NSF Import

Shows a list of unresolved NSF payments. Unresolved payments are NSF payments that were imported in an NSF import run, but for which Infor Public Sector was unable to complete NSF processing. For example, Infor Public Sector may have been unable to reverse a payment or generate an NSF fee due to a data mismatch.

The NSF Import grid shows the import files that include unresolved payments. You can click the Show/Hide button in the first column to see the unresolved payments in each file. To see more details, select an import file, click the Settings button and select Open Import Details. Infor Public Sector then shows the same information as when you search an import file in Lookup NSF Import. You can also click the Settings button and select Review to remove a file from the list. Note that reviewed payments aren't necessarily resolved. Selecting Review removes them for the list so you can focus on the payments you haven't reviewed yet.

Payment Arrangement Review

Shows a list of payment arrangements with a status of Broken or In Notice.

See Reviewing payment arrangements.

Payments Only Arrangement Review

Shows a list of accounts where the total amount paid under a payment arrangement is either significantly greater or significantly less than the sum of the actual bills. The list of accounts is determined by a Payments Only Arrangement Review Run task in the Batch Manager.

Pending Adjustments to Review

Shows a list of adjustments that you have the authority to approve or reject. When first loaded, the grid only shows adjustments that require approval from a user at your approval level. To see adjustments that can be approved by users at lower levels as well, click the Settings button and select LOAD ALL. You can click the Settings button and select LOAD to return to the original view.

To approve or reject selected adjustments, click the Settings button and select APPROVE or REJECT. To open an adjustment, click the Settings button and select OPEN. Infor Public Sector shows the adjustment in the Account Adjustment InfoViewer.

Pending Disputes List

Shows a list of pending disputes that were submitted by the logged in user. For each dispute, you can click the code in the Dispute Code column to open the dispute in the Dispute InfoViewer. You can click the Settings button and select Assign to assign a selected dispute to a different user, or select Resolve to resolve a dispute.

See Disputing a bill.

Pending Disputes to Review

Shows a list of pending disputes that are assigned to the logged in user. You can click the down arrow button and select List All to show disputes that are assigned to employees who report to the logged in user as well, or select List to show only disputes that are assigned directly to the current user.

For each dispute, you can click the code in the Dispute Code column to open the dispute in the Dispute InfoViewer. You can click the Settings button and select Assign to assign a selected dispute to a different user, or select Resolve to resolve a dispute.

Pending Refunds to Review

Shows a list of refunds that you have the authority to approve or reject. When first loaded, the grid only shows refunds that require approval from a user at your approval level. To see refunds that can be approved by users at lower levels as well, click the Settings button and select LOAD ALL. You can click the Settings button and select LOAD to return to the original view.

See Refunding credits.

To approve or reject selected refunds, click the Settings button and select APPROVE or REJECT. To open a refund, click the Settings button and select OPEN. Infor Public Sector shows the refund in the Account Refund InfoViewer.

Preview Prior To Run

Shows a list of pending bill runs that were generated by the Batch Manager. When you set up a Bill Run Schedule task in the Batch Manager you can indicate how far in advance you want to preview the parameters of a bill run, so that you can make any necessary changes before creating bills. You can click the Settings button and select Edit to make any changes to a bill run in the list.

Refund Eligible Accounts

Shows a list of accounts that are eligible to receive refunds for overpayments, deposits, or credit adjustments. The Refund Amount column in the grid shows the total amount that is available for each account. To refund this amount, select an account in the grid, click the Settings button and select REFUND.

Reviewed Adjustments

Shows a list of adjustments submitted by the logged in user that have been approved or rejected by other users. To resubmit a rejected adjustment, select the adjustment in the grid, click the Settings button and select RESUBMIT. If an adjustment was rejected and you don't want to resubmit it, or it was approved and you no longer need to see it, you can click the Settings button and select DONE to remove it from the list.

Reviewed Refunds

Shows a list of refunds submitted by the logged in user that have been approved or rejected by other users. To resubmit a rejected refund, select the refund in the grid, click the Settings button and select RESUBMIT. If a refund was rejected and you don't want to resubmit it, or it was approved and you no longer need to see it, you can click the Settings button and select DONE to remove it from the list.

Submitted Pending Adjustments

Shows a list of adjustments submitted by the logged in user that require approval from another user. To cancel one or more submissions, click the Settings button and select CANCEL.

Submitted Pending Refunds

Shows a list of refunds submitted by the logged in user that require approval from another user. To cancel one or more submissions, click the Settings button and select CANCEL.

Suspended Accounts

Shows a list of accounts that the logged in user has suspended from billing. To reinstate a suspended account, select the account in the grid, click the down arrow button and select Unsuspend. You can also use the All Suspended Accounts item to view a list of all suspended accounts.

See Suspending or unsuspending an account.

Note: Closed accounts are automatically removed from the list of suspended accounts.

Unmatched Payments

Shows a list of payments that can't be matched to an existing account number. You can use the Settings button to transfer or resolve unmatched payments.

See Unmatched payments.