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Linked Accounts

Use the Link window to view and maintain linked account information. Linked accounts indicate debtors with multiple delinquent accounts in your system. The accounts could belong to different customers. You can link accounts manually or the system could link them when you add new business or during end-of-day processing. Linked accounts have a Links icon in the Date Info and Balance Info section of the Work Form.

The Links icon appears as one of the following:

  • Links icon - driver account Account is the driver account (main account to work).

  • Links icon - non-driver account Account is not the driver account.

Link window

  1. Title bar: Window title that includes the link number for the joined accounts.

  2. Menu bar: Displays options for maintaining the linked accounts.

  3. Navigation pane: Lists the linked accounts. A dark green icon indicates a driver account. A red icon indicates a closed account.

  4. Information pane: Displays information for the selected account and tab.

Related Topics

Change the Link Driver Account

Change the Desk Assigned to Linked Accounts

View Summary Information for Linked Accounts

Maintain a Linked Account

View Notes for a Linked Account

View Payments for a Linked Account

Display a Linked Account in the Work Form

View General and Balance Information for Linked Accounts

View Account Overview Information for Linked Accounts