- Contents
View Payment Arrangement for Linked Accounts
Use the Arrangements panel in the Work Form to view the payment arrangement for linked accounts. Each linked account that has its own arrangement appears on a separate Arrangement [#] tab. Each linked account that not in the arrangement appears on the Accounts without arrangement tab.
For example, if you have three linked accounts and create an arrangement for two of the accounts, that arrangement appears on the Arrangements [1] tab. Information about the third account appears on the Accounts without arrangement tab. If you then create an arrangement for the third account, that arrangement appears on the Arrangements [2] tab and the Accounts without arrangement tab is no longer available.
The Arrangements [#] tab has an Accounts tab and a Payments tab. The Accounts tab lists the linked accounts that are in the payment arrangement. The Payments tab lists the payment arrangement schedule.
To view the payment arrangement for linked accounts
-
With an account displayed in the Work Form, from the menu bar, click Promise. The Arrangements panel appears with the Arrangement [1] and Accounts tabs selected.
File Number: Unique code that Latitude assigned to identify the account.
Customer: Customer associated to the account.
Desk: Desk assigned to the account.
Branch: Branch assigned to the account.
Received: Date your organization received the account.
Balance: Remaining balance on the account.
-
To view the payment arrangement schedule, click the Payments tab.
Due Date: Payment due date.
Total: Total payment amount due, including surcharges.
Amount: Payment amount due, excluding surcharges.
Surcharge: Surcharge amount due.
Type: Type of payment instrument, such as credit card or checking account. If the user didn't specify a payment instrument when creating the arrangement, this column contains "Unknown."
Status: Status of the payment. If the user didn't specify a payment instrument when creating the arrangement, this column contains "On Hold."
Payment Instrument: Last four digits of the payment instrument's account number. If you didn't specify a payment instrument when creating the arrangement, this column contains "N/A."
-
To view details for a payment, click the plus sign (+) next to the payment.
File Number: Unique code that Latitude assigned to identify the account.
Total: Total payment amount due, including surcharges.
Amount: Payment amount due, excluding surcharges.
Surcharge: Surcharge amount due.
-
To view linked accounts that aren't in the arrangement, click the Accounts without arrangement tab. To view details, click the plus sign (+) next to an account.
Notes:
-
If the current arrangement is on track and has no adjustments that would affect the projected balance, Latitude displays the message, "The current arrangement is on track."
-
If the account has a settlement arrangement that is no longer active, the system removes the "Account has a settlement agreement" message.