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learning center  >  ACCOUNTING - UNOFFICIAL ACCOUNTS  >  Unofficial Accounts – Account Management  >  Account Status

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Unofficial Accounts

Account Status

Within this option, you can change the status of the account allowing you to suspend or close an account for different reasons. At the same time, it allows you to reopen or make the account active again. Keep in mind that when you change the account status to suspend or closed all billing stops for that account.

Viewing Account Status

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.     Before the Account list populates, 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 Account window opens.

5.   There are two ways to view the account status. First, the solid line directly beneath the ribbon displays the current status.

6.   Second, click the top half of the Account Status button within the Management ribbon group.

7.   The screen displays the account’s complete status history.

8.   There are four account statuses:

·         Active

·         Suspended

·         Closed

·         Reopened

There are six additional columns of information: User Name, First Name, Last Name, Effective Time, Account Status Change Type, and Date Applied. 

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Changing Account Status

1.       Click the Accounting menu.

2.       Within the Navigation pane, click Accounts and then Unofficial Accounts.

3.       Before the Account list populates, 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 Account window opens.

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

6.       The New Account Status Change window opens. Complete the following fields (required fields are marked with an asterisk (*)):

·         Status * – click the field to access a drop-down list and from the list select one of the following:

·         Active

·         Suspended

·         Closed

·         Reopened

·         Effective Date * – the field defaults to today’s date. To change the date, click the field to access a drop-down calendar and from the calendar select the date effective date. To change the date, click the field to access a drop-down calendar. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box. 

·         Effective Time – click the field to type a time the status change becomes effective. Enter the time as HH:MM and determine whether am or pm.

·         Status Change Type – click the field to access a drop-down list and from the list select the change type.

7.       Within the Actions ribbon group, click Save (to save and stay) or click Save & Close (to save and exit) to return to the Accounts window.

8.       When you change the status of an account the yellow line directly below the ribbon displays the new account status.

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