Working with Financials
Searching Financials
Financials can be searched through global search or the navigation menu when viewing a site.
Searching Financials 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 submissions to be searched by criteria such as site name, source, amount due, and date range.
Click the Open button on any row to view or edit the financial details for the selected record.
Searching Financials Using the Site Navigation Menu
To search financials for a site, click the Site tab in the left navigation pane. Then, click the Financials menu item to see the financials associated with the site.
Financials associated with a penalty or fine from a compliance action will show the fine due dates in the Due Date column.
Click the Open button on any row to view or edit the financial details for the selected record.
Splitting a Payment Across Multiple Financial Records
This option may not be available depending on your permissions and the configuration of your specific environment.
If a single payment needs to be split across multiple charge records, perform the following steps:
Navigate to the main Financials search page.
Use the search bar to search for the financial records that need to be paid.
Check the boxes next to the items that the payment is for.
Record the payment information in the Financial Queue area on the right and click the Save button.
Note that payments are applied to items in the order in which they are selected from the search result list.
Maintaining Financials
Financial records can be created through various processes, including form submissions, ad hoc fee creation on a submission, periodic invoicing, or the issuance of a penalty.
Various adjustments can also be made to financial records. Authorized users may access these capabilities from the Financial Details. For more information, see Viewing and Editing Financial Details.