Viewing and Editing Financial Details
- John Kostakos
- Megan Sproul
- Kevin Jeffery
- Will Rensmith
Overview
The Financial Details page allows for viewing and editing of a receivable. A receivables is sometimes referred to as a charge or invoice.
A Receivable consists of one or more charge items (which may include adjustments) and zero or more payments.
Detail information is provided for:
Individual charges (fees), adjustments, late fees, administrative fees, and penalties related to a receivable
Payments and/or electronic settlements
Payment adjustment requests
From the financial detail page, authorized users may have the ability to add charges, record payments, or record refund requests. Depending on whether a balance is due, external users may see also see a Pay Online or Pay by Mail button next to the Payments, Electronic Settlements table heading.
System Configuration Options related to Editing Charges and Payments
Charge amounts on receivables cannot be edited or deleted. In order to correct or zero out a charge amount, a new charge item must be added of type “Adjustment”. The system must be specially configured to allow negative adjustments to be added. (Database table
REF_RECVBL_ITM_TYPEmust have columnIS_NEGTV = 1where the code isADJMNT).Payment amounts can be edited to make corrections but if a payment needs to be set to zero, the system must be specially configured. (Deployment Setting
RCPT.ALLW_ZERO_PAYMENTmust be set to1).
Navigation Tabs
The following navigation tabs are available across the top of the page:
Tab Name | Description |
|---|---|
Details | Displays details of the charges, payments, refunds, and other pertinent information. |
Documents | Provides a list of documents related to the financials. This often includes an invoice or other documentation uploaded by users. |
Violations | Displays violations related to the receivable. This tab is only visible if the fee category related to the charge is set to allow violations to be added. |
Financial Details Tab
Controls
The following table lists the fields available on the Violation Details Page:
Field | Description |
|---|---|
Total Charges | The total of all charges (fees, adjustments) for the financial record |
Payments, Refunds | The total of all payments and refunds for the financial record |
Amount Due | Total amount due (total charges minus payments, refunds) |
Charges | |
Type | The category of charge such as base charge, adjustment, interest, late fee, submission fee, or penalty. |
Date | The date the charge was assessed |
Amount | The dollar amount of the charge |
Comments | Comments |
Payments, Electronic Settlements |
|
Type | The transaction type (Payment) |
Date | The date of the transaction |
Status | Status of the transaction (e.g., status of an electronic payment) |
Amount | The amount of the payment |
Confirmation | Confirmation number received for an electronic payment. If manually entered, this may represent the check number or other reference / identification number. |
Payment Adjustment Requests | |
Type | Type of adjustment request (payment or refund) |
Date | Date the adjustment request is made |
Status | Status of the adjustment request (e.g., Pending, Approved, Rejected, Processed) |
Amount | Amount of the adjustment request |
Confirmation | Confirmation, such as a check or an external system reference / identification number. |
Right Sidebar Controls
The following table lists the fields available on the right sidebar:
Field | Description |
|---|---|
Charge Status | Displays the derived status of the receivable (e.g., Due, Paid, Waived, Pending) |
Site | Name and address of the site to which the violation relates |
Associated With | The record that the receivable is associated with a Permit (fee) or Compliance Action (fine/penalty). |
Other Actions - View History | Opens a panel displaying all the record’s edits that have occurred, including who made the edit, the time of the edit, and the data before and after the change. |
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