Manage Account page

The Manage Account page provides access to your customers' billing accounts.

You can search for an account using criteria such as the account number, the customer's name, or the service address, and then review and update account information. You can also use the Manage Account page to create new accounts.

Note: You can also search for an account using Lookup Accounts and load it into the Account InfoViewer. The InfoViewer has the same layout and functionality as the Manage Account page.

After an account is loaded, Infor Public Sector shows these tabs:

  • The Summary tab provides quick access to the most important account information and the most common billing tasks. It can be personalized according to your agency's requirements.
  • The Profile tab is used to review and update account information such as the account class, the billing cycle, and the account contacts.
  • The Transactions tab shows the current balances of the account, and information on all account transactions, including bills, payments, adjustments, and deposit charges.
  • The Delinquency tab shows current and historical information on account delinquencies.
  • The Maintenance tab is used to perform account maintenance tasks such as receiving payments, suspending an account, and adding alerts, log entries, and one-off charges.
  • The Manage Account page also includes an optional Custom tab that the agency can use for additional information.
  • Two types of detail tabs might be shown. Your agency can define both account type details and account details in the Account Type page. Account type details are shown on the Details tab, and account details are shown on their own tabs.