Viewing and Editing Financial Details
Overview
Financial records can be viewed on the Financial Details page. Available information includes:
Individual charges and fees, including adjustments, late fees, administrative fees, and penalties
Payments and electronic settlements
Payment adjustment requests
Authorized users can also add charges and record payments or refund requests on this page.
Navigation Tabs
The following navigation tabs appear across the top of the Financial Details page.
This page focuses on the Details tab.
Tab | Description | Notes |
|---|---|---|
Details | Details regarding charges, payments, refunds, and other information. |
|
Documents | Documents related to the financial record. | This often includes an invoice or other user-uploaded documentation. For more information, see the Viewing Invoice Documents section of the Working with Invoice Sets page. |
Violations | Violations related to the financial record. | This tab is only visible if the fee category related to the charge is configured to allow violations. |
Details Tab
Fields available on the Details tab are described below.
Field | Description | Notes |
|---|---|---|
Summary | ||
Total Charges | The total of all charges for the financial record. | This total includes both fees and adjustments. |
Payments, Refunds | The total of all payments and refunds for the financial record. |
|
Amount Due | The total outstanding charge amount. | This is calculated by subtracting the Payments, Refunds value from the Total Charges value. |
Due Date | The date payment is due. | This date set during invoice generation. |
Charges | ||
Type | The charge category. | Options include base charge, adjustment, interest, late fee, submission fee, and penalty. |
Date | The date the charge was assessed. |
|
Amount | The charge amount. |
|
Comments | Notes about the charge. |
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Payments, Electronic Settlements If a balance is due, external users see a Pay Online or Pay by Mail button next to the table title in this section. | ||
Type | The transaction type (such as payment). |
|
Date | The date of the transaction. |
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Status | The status of the transaction. |
|
Amount | The transaction amount. |
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Confirmation | The confirmation number for the transaction. | This may be automatically generated for electronic payments or entered manually for checks. |
Payment Adjustment Requests | ||
Adjustment Type | Type of adjustment request (payment or refund). |
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Date | The date the adjustment request was made. |
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Status | The status of the adjustment request. |
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Amount | The adjustment request amount. |
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Confirmation | The confirmation number for the adjustment request. | This may be a check number or external system reference or identification number. |
Right Sidebar Controls
The following fields appear in the right sidebar of the Details tab.
Field | Description | Notes |
|---|---|---|
Charge Status | The status of the charge. | Statuses include Due, Paid, Waived, and Pending. |
Site | The name and address of the site to which the charge relates. |
|
Associated With | The permit or compliance action to which the charge relates. |
|
An audit of changes made to the financial record over time. |
|
Editing Charges and Payments
Charge amounts cannot be edited or deleted. To correct or offset a charge, a new adjustment charge item must be added. To accommodate this, the system must be configured to allow negative adjustments. (The database table REF_RECVBL_ITM_TYPE must have column IS_NEGTV = 1 where the code is ADJMNT).
Payment amounts can be edited to make corrections. However, if a payment needs to be set to zero, the system must be configured to allow it. (The deployment setting RCPT.ALLW_ZERO_PAYMENT must be set to 1).
For support, contact a system administrator.