Working with Financials
Searching Financial Records
Financial records can be searched through global search or the navigation menu when viewing a site.
Searching Financial Records Using Global Search
Click the global search field and select the Financials topic to open the Financials Search page. For more information on global search and search pages, see the Search by Topic page.
The Financials Search page allows financial records to be searched by various criteria, such as site name, source type, receivable reference number, and amount due.
Use the sort buttons or filters at the top of each column to locate a specific financial record. When using a filter, the list dynamically updates to display all financial records that match the entered value.
Click a row to view or edit details for that financial record.
Searching Financial Records Using the Site Navigation Menu
When viewing a site, click the Financials menu item to view financial records associated with it. Click a row to view or edit details for that financial record.
Records associated with a penalty or fine from a compliance action show a due date on this page.
Creating a Financial Record
Financial records can be created through various processes, including form submissions, ad hoc fees added to a submission, periodic invoicing, and penalty issuance.