Manage Account Page Summary tab

The Summary tab includes several panels that show key information about the account, and a set of quick links that you can use to perform common account maintenance and billing tasks. The Summary tab is designed to be personalized, so the panels and quick links that are displayed will vary depending on the options selected in Manage Account Page Setup.

Standard panels

The Summary tab includes three standard panels that are always present regardless of the options that you select in Manage Account Page Setup. This table describes each of the standard panels on the Summary tab:


Panel	Description
Consumption History	The consumption graph gives you a snapshot of usage for each account service. This panel is only displayed if the account has one or more active services with associated usage readings. To create the graph, Infor Public Sector sums total monthly usage for each meter located at the account address for the past 13 months. For multiple services, Infor Public Sector assigns a different color to each service and adds a bar for each service to the graph.
Quick Links	The Quick Links panel provides links to common tasks, such as receiving payments or adding log entries. You can use Manage Account Page Setup to select the links that are displayed. See below for a list of available links. The tasks that are displayed in the Quick Links list are also available on the Maintenance tab.
Services	Lists the services that have been set up for the account, such as water or trash collection. This panel is only displayed if the account has one or more active services. You can click a service to view more details in the Account Service InfoViewer. You can also use this panel to add a new service. See Adding a service to an account.

Optional panels

This table describes each optional panel that can be displayed on the Summary tab. Each of these panels is only displayed if you select it in Manage Account Page Setup. In addition, some panels are only displayed if there is information to show. For example, the Log panel is only displayed if at least one log entry has been recorded for the account.


Panel	Description
Account	Shows basic account information, such as account status, account class, open and close dates, and cycle and route numbers of any metered services. You can also use this panel to sign an account up for direct debit. See Signing up for direct debit. The information that is displayed depends on the account you’re viewing. For example, active accounts don’t show a status or close date, and closed accounts show a status but no open date.
Alerts	Shows any Load Account alerts that are attached to the account. You can use the Display button in the upper right corner of this panel to review all alerts for the account, or use the Add button to add an alert. The Alerts panel is not displayed if the account doesn't have any active Load Account alerts. See Adding an alert to an account.
Bills	Shows the amount and date of the current bill and the amount and date of the last payment for the account. You can use the Display button in the upper right corner of this panel to view a complete list of bills for the account. You can also use this panel to create a payment arrangement for the account. See Creating a payment arrangement.
Delinquency	If the account is in delinquency, the Delinquency panel shows the delinquency stage along with the date the account entered that stage. The panel also includes several buttons that you can use to manage the account’s delinquency process. : Decrement Delinquency : Hold/Release : Increment Delinquency : Grant Extension : Resolve Delinquency
Log	Shows all log entries that have been added to the account in the past 30 days. You can use the Display button in the upper right corner of this panel to review all log entries for the account, or use the Add button to add a log entry. The Log panel is not displayed if the account doesn't have any log entries to show. See Adding a log entry to an account.
Pending Activity	Shows account activities that have yet to be completed, such as service requests, adjustments, payments, and service charges. “Pending” can have different meanings for different activities. For example, pending payments are ones that have been received but not posted, while pending adjustments are ones that have been entered but not approved. In other cases, “pending” means an activity has been started or scheduled but not yet completed. The Pending Activity panel shows no more than 20 items of each type. If an account has more than 20 of a particular item, Infor Public Sector will show the first 20 items followed by a note that there are more items of that type.
Resolved Activity	Shows account activities, such as service requests, adjustment, and payments, that have been completed.

Available quick links

This table describes each link that you can add to the Quick Links panel on the Summary tab.


Quick Link	Description
Accept Checks	If an account has been flagged not to accept checks, you can click this link to remove that flag and allow checks again. See Flagging an account not to accept checks.
Add Account Adjustment	Use this link to add an account-level adjustment. See Adding an account-level adjustment.
Add Adjustment Package	Use this link to add an adjustment package to the account. See Adding an adjustment package.
Add Alert	Use this link to add an alert to the account. See Adding an alert to an account.
Add Deposit Adjustment	Use this link to add a deposit adjustment. See Adding a deposit adjustment.
Add Deposit Charge	Use this link to add a deposit charge. See Adding a deposit charge.
Add Log	Use this link to add a log entry to the account. See Adding a log entry to an account.
Add One-off Charge	Use this link to add a one-off charge. See Adding a one-off charge.
Add Service	Use this link to add a new service to the account. See Adding a service to an account.
Add Trade Waste	Use this link to add trade wastes to the account. See Adding trade wastes.
Add Trade Waste Samples	Use this link to add trade waste samples to the account. See Adding trade waste samples.
Allow Check Override	If an account has been flagged not to accept checks, you can click this link to allow supervisors with the correct permission in Access Control to override the flag and accept checks. See Flagging an account not to accept checks.
Apply Credits	Use this link to apply credits on an account to unpaid charges. The ability to apply credits to unpaid charges depends on the bill type. See Applying credits.
Apply Deposits	Use this link to apply deposits for the account. See Applying deposits.
Assign Responsibility	Use this link to assign responsibility for the account. See Assigning responsibility for an account.
Cancel/Rebill	Use this link to correct previous bills for the account by rolling them back and creating new ones. See Canceling and rebilling.
Create Bill Message	Adds a one-time message that will be included in the next bill for the account. See Creating a bill message.
Create New Account	Use this link to create a new utility account at the address. (This link is not available for CDR or sundry accounts.) See Creating accounts.
Create Payment Arrangement	Use this link to create a payment arrangement for the account. See Creating a payment arrangement.
Create Service Request	Use this link to create a service request. See Creating a service request for an account.
Do Not Accept Checks	Flags an account not to allow payments by check. See Flagging an account not to accept checks.
Do Not Allow Check Override	If an account has been flagged not to accept checks, you can use this link to prevent supervisor overrides. See Flagging an account not to accept checks.
Do Not Send Bills	Use this link to suspend bill output for the account. Bills are still generated, but are not included in the bill output file. This option is typically use to set up billing for internal accounts. See Suspending bill output and Internal accounts.
Do Not Send Notices	Use this link to suspend notice output for the account. See Suspending notice output.
Generate Interim Bill	Use this link to generate an interim bill for a utility account. See Generating an interim bill.
Link Transferred To Account	If an existing customer has transferred to a new account, you can use this link to link the old account to the new one. See Linking transferred accounts.
Link Transferred From Account	If an existing customer has transferred to a new account, you can use this link to link the new account to the old one. See Linking transferred accounts.
Move Out Account	Use this link to initiate the move out process. See Moving out an account.
Penalize Account	Use this link to add a one-off penalty to the account. See Penalizing an account.
Pre-select for Bill Run	Use this link to pre-select the account for the next bill run. See Pre-selecting an account for billing.
Pre-select for Interim Bill Run	Use this link to pre-select a utility account for the next interim bill run. See Pre-selecting an account for billing.
Project Penalty	Use this link to project the amount of the penalty if a customer's charges remain unpaid as of a selected date in the future. See Projecting a penalty.
Reallocate Credits	Use this link to reallocate credits for the account. See Reallocating credits.
Receive Payment	Use this link to receive payments for the account.
Reconcile Account	Use this link to reconcile the account. See Reconciling an account.
Record Bankruptcy	Use this link to record a bankruptcy for the account and move the affected bills into bankruptcy processing. See Recording a bankruptcy.
Refund Credits	Use this link to refund any unapplied credits for the account. See Refunding credits.
Remove Collection Exemption	Use this link to remove a collection exemption. See Setting and removing account exemptions.
Remove Delinquency Exemption	Use this link to remove a delinquency exemption. See Setting and removing account exemptions.
Remove Lien Exemption	Use this link to remove a lien exemption. See Setting and removing account exemptions.
Remove Penalty Exemption	Use this link to remove a penalty exemption. See Setting and removing account exemptions.
Remove Tax Exemption	Use this link to remove a tax exemption from the account. See Setting or removing a tax exemption.
Send Bills	Resumes bill output for the account if bill output has been suspended. See Suspending bill output.
Send Notices	Resumes notice output for the account if notice output has been Suspending notice output.
Set Collection Exemption	Use this link to exempt the account from being sent to collections. See Setting and removing account exemptions.
Set Delinquency Exemption	Use this link to exempt the account from delinquency processing. See Setting and removing account exemptions.
Set Lien Exemption	Use this link to exempt the account from liens. See Setting and removing account exemptions.
Set Penalty Exemption	Use this link to exempt the account from penalties. See Setting and removing account exemptions.
Set Tax Exemption	Use this link to exempt the account from taxes. See Setting or removing a tax exemption.
Sign up for Direct Debit	Use this link to sign the account up for direct debit. See Signing up for direct debit.
Suspend from Billing	Use this link to suspend the account from billing. See Suspending or unsuspending an account.
Transfer Balance	Use this link to transfer unpaid balances to a different account. See Transferring balances.
Transfer Credits	Use this link to transfer credits. See Transferring credits.
Unlink Transferred To Account	Unlinks the account from its "transferred to" account. See Linking transferred accounts.
Unlink Transferred From Account	Unlinks the account from its "transferred from " account.
Un-select for Bill Run	Use this link to un-select the account for a bill run. See Pre-selecting an account for billing.
Un-select for Interim Bill Run	Use this link to un-select a utility account for an interim bill run.
Unsuspend from Billing	Use this link to unsuspend the account. This reinstates the account so billing can resume. See Suspending or unsuspending an account.
Update Custom Tab	If your agency has set up a custom tab for the Manage Account page, you can use this link to update the information on that tab. See Updating the Manage Account page custom tab.
Update Direct Debit Information	Use this link to update the account's direct debit information. See Signing up for direct debit.
View All Account Transactions	Shows all transactions for the account. You can open specific transactions or bills in their respective InfoViewers. The View All Account Transactions link is also displayed under Transactions on the Maintenance tab.
View All Alerts	Opens the Account Alerts box. See Adding an alert to an account.
View All Balances	Shows all balances for the account. The View All Balances link is also displayed under Transactions on the Maintenance tab. See Billing account balances.
View All Bills	Shows the account's bills. You can open bills in the Bill InfoViewer. The View All Bills link is also displayed under Bills on the Maintenance tab. See Viewing bills for an account .
View All Contacts	Shows the contacts associated with the account. You can also add and edit contact information. The View All Contacts link is also displayed under Account on the Maintenance tab. See Account contacts.
View All Deposit Charges	Shows all deposit charges for the account. The View All Deposit Charges link is also displayed under Transactions on the Maintenance tab. See Adding a deposit charge.
View All Deposit Transactions	Shows all deposit transactions for the account. You can open specific transactions or bills in their respective InfoViewers. The View All Deposit Transactions link is also displayed under Transactions on the Maintenance tab.
View All Logs	Shows all log entries that have been recorded for the account. You can also add new log entries. The View All Logs link is also displayed under Account on the Maintenance tab. See Adding a log entry to an account.
View All One-off Charges	Shows all one-off charges for the account. The View All One-off Charges link is also displayed under Transactions on the Maintenance tab. See Adding a one-off charge.
View All Payments	Shows all payments that have been made for the account. You can also open payments in the Payment InfoViewer. The View All Payments link also is displayed under Payments on the Maintenance tab.
View All Services	Shows all services for the account. You can open services in the Account Service InfoViewer. The View All Services link is also displayed under Account on the Maintenance tab. See Adding a service to an account.
View All Trade Wastes	Shows all trade wastes associated with the account. The View All Trade Wastes link is also displayed under Account on the Maintenance tab. See Adding trade wastes.
View Bankruptcy	Shows bankruptcy information for the account. The View Bankruptcy link is also displayed under Account on the Maintenance tab. See Bankruptcy.
View Direct Debit Information	Shows the account's direct debit information. The View Direct Debit Information link is also displayed under Account on the Maintenance tab. See Signing up for direct debit.
View Payment Arrangement History	Shows a history of payment arrangements for the account. The View Payment Arrangement History link is also displayed under Payments on the Maintenance tab. See Creating a payment arrangement.