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Account Settings

Set up the default account settings by clicking:

TOOLS | SYSTEM SETUP | ACCOUNT SETTINGS

General

Update Default Customer when saving Account: Set to Yes for changes made to the Account Record to be automatically saved to the default customer account record.   

General

Numeric only Reference Number:

• Set to Yes to allow only numeric reference numbers to be entered in posting screen table.
• Set to No to allow alphanumeric reference numbers to be entered in posting screen table.

Posting Date Override Security Level:

• The security level entered in this field must be exceeded for users to be allowed to adjust the posting date.  If the user’s security level is below the entered level, they will not have access to the posting date field.  It will be grayed out and defaulted to the current date.

Print Options

Print Posting Log:

• Set to Yes to automatically print Posting Log upon exiting the posting program.
• Set to No to not print the Posting Log upon exiting the posting program.
• Set to Ask to prompt the user to print the Posting Log upon exiting the posting program.

Balance Forward

The Balance Forward Posting mode normally applies a payment to the oldest outstanding balance first. The user determines the default field the system will start applying payments at by selecting a value below.

Note: Selecting another field in the Posting screen can overwrite the default field.

Start applying payments at field:

• Last S/C: Apply payments beginning with the Service Charge field on the Posting screen. For balance forward accounts, payments are usually applied to oldest outstanding debit.
• Aging 1-5: Apply payments beginning with the selected Aging field on the Posting screen.
• This Period: Apply payments beginning with the This Period field on the Posting screen.

Start applying non-payments at field:

• Last S/C: Apply payments beginning with the Service Charge field on the Posting screen.
• Aging 1-5: Apply payments beginning with the selected Aging field on the Posting screen.
• This Period: Apply payments beginning with the This Period field on the Posting screen. For balance forward accounts, non-payments (credit memos) are usually applied to the most current debit and rolled up.

Note: Non-payments are any credit adjustment other than Received On Account’.

Number of days to warn from last run: The system will display a warning message if a statement has already been run within the number of days entered.

Create a new Statement for Accounts run within days above:

• Set to Yes to bypass the warning message and create a new statement.
• Set to Ask to prompt the user bypass the warning message and create a new statement.
• Set to No to not bypass the warning message and create a new statement. 

Update Account information if it has not been updated from prior Statement runs:

• Set to Yes to update the aging buckets if not updated from previous statement run.  This is NOT recommended.
• Set to Ask to prompt the user to update the aging buckets, if not already updated from previous statement run.
• Set to No to not update the aging buckets.

Statement Update Security Level:  Any user whose security level is below the level entered in this field will NOT have access to the Update Accounts button in the Statement Screen.

If Service Charge % is 0, print Statement Plug Line instead of Delinquency Text:

• Set to Yes to only print the Statement Plug Line for accounts that have an amount in an aging field, but are not being charged a delinquent service fee.
• Set to No to print the corresponding Delinquency Text for accounts that have an amount in an aging field, but are not being charged a delinquent service fee.

Note: See Service Charge Codes for details on establishing delinquent service fees to apply to account statements.

The Statement Plug Line message will automatically be printed on a statement.  The aging field with the oldest positive dollars will be the message that displays on the statement. 

Samples:

Current (Aging 1) Text:  We thank you for your continued business!

Aging 2 Text:  Past due, please remit.

Aging 3 Text:  Past due, please remit immediately.

Aging 4 Text:  Your account is seriously delinquent – please remit payment immediately.

Aging 5 Text:  Your account may be sent to collections.  Please call our accounting department at (###) ###-#### immediately.

See also