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learning center  >  ACCOUNTING - OFFICIAL ACCOUNTS  >  Official Accounts - Account Management  >  Manage Status Change Types

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Official Accounts

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Manage Status Change Types

Adding a Status Change Type

Deleting a Status Change Type

Official Accounts - Account Status

Manage Status Change Types

This option allows you to populate the Status Change Types drop-down list. These change types explain why the account status is changing. Possible change types are non-payment, customer request, etc.

Adding a Status Type

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    To populate the Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.    The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.    Within the Management ribbon group, click the lower portion of the Account Status button to access a drop-down menu. From the menu, select Manage Status Types.

The Account Status Change Types window opens.

6.    Click the field marked with an asterisk (*) to add new records. Once you start typing, a new row displays above allowing you to add multiple items.

7.    Type the Change Type that explains why the account status is changing, for example, non-payment, customer request, rotation date, etc.

8.    Within the Actions ribbon group, click Save (to save and stay) to continue working with accounts, or click Save & Close (to save and exit) to return to the Official Accounts list.

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Deleting a Status Type

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    To populate the Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.    The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.    Within the Management ribbon group, click the lower portion of the Account Status button to access a drop-down menu. From the menu, select Manage Status Types.

6.    The Account Status Change Types window opens. There are two ways to delete a type:

·         Right-click the type to access a pop-up menu and select Delete.

·         Highlight the row by clicking the name and within the Actions ribbon group click the Delete button.

7.    Once you click Delete, a message box displays verifying that you really want to delete the type. Click Yes within the box to continue or No to cancel the operation.

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