Contents

Add AIM Information for a PU or PC Batch

Use the AIM tab on the Account tab in the Payment Entry window to add AIM information for a Paid to Us (PU) or Paid to Client (PC) batch. You cannot modify this information after the system has processed the batch of transactions. If an account isn't an AIM account, the AIM tab is unavailable.

To add AIM information for a PU or PC batch

In the Main Menu window, from the Apps menu, click Payment Entry. The Payment Entry window appears.
Do one of the following:

If you know the file or account number, do the steps to Retrieve an Account by Account Number.
To search for an account using simple search, do the steps to Search for an Account Using Simple Search.
To search for an account using advanced search, do the steps to Search for an Account Using Advanced Search.

On the Account tab in the Payment Entry window, click the AIM tab.

Payment Entry window - Account tab - AIM tab for a PU or PC batch

AIM Crediting Agency/Attorney: The name of the agency or attorney to credit.

AIM Agency/Attorney Fee: The current commission or fee schedule for the agency or attorney.

Net Amount Due to Agency/Attorney: The amount your company owes as commission to the agency or attorney. This amount appears in the Daily Batch Report under Agency Fee Due.

AIM Batch ID: The placement batch for the account to credit. Latitude Console populates this information and tracks it back to the agency in the Agency Evaluator report.

Complete the information and then click the Payment tab.
Click Accept.