Aggregate accounts

Aggregate accounts are a new feature in the Billing module.

If a customer has multiple accounts of the same type, you can create an aggregate account to manage them from a single location. There are new settings on the Account Type page to define aggregate account types.

Defining an aggregate account type

First you must create an account based on an aggregate account type, and then you can associate the customer's other accounts as sub accounts. The sub accounts must all be of the same account type.

For an aggregate account, the Manage Account page shows the associated accounts in the Sub Accounts panel. Click Manage Sub Accounts in the Sub Accounts panel to associate or disassociate sub accounts.

Aggregate account in Manage Account

At the top of the Manage Account page, the Aggregate Total Balance field shows the sum of the aggregate account's balance plus the total balances of all sub accounts.

There is also a new color feature for account types. When you load a sub account in the Manage Account page, the color of the Total Balance field can provide a visual indication that this is a sub account. If different colors are defined for the sub account type and the aggregate account type, both are shown. The main color is the color of the sub account type, with small bands showing the color of the aggregate account type on either side.

Account type color

For information about aggregate account types, see the Infor Public Sector Billing Administration Guide. For information about working with aggregate accounts, see the Infor Public Sector Billing User Guide.