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Latitude Console Help
Retrieve an Account by Account Number
Use the Account tab in the Payment Entry window to retrieve an account using the Latitude file number or client account number.
To retrieve an account by account number
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Do one of the following:
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To create a batch, do the steps to Create a Batch.
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To open a batch, do the steps to Open a Batch and then click the Account tab.
The Account tab in the Payment Entry window appears.
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Do one of the following:
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To retrieve the account by the Latitude file number, click Our Number, type the file number in the box, and then click Retrieve.
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To retrieve the account by client account number, click Cust Acct No, type the account number in the box, and then click Retrieve.
One of the following occurs:
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If the account is a Particulars of Debt (POD) account, a message appears indicating that the system doesn't support adjustments on POD accounts. The system doesn't retrieve the account.
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If a payment batch exists for the account, a message appears indicating that a payment for the account is pending in an existing payment batch. Do one of the following:
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To process the payment in the existing batch first, click No to cancel creation of this payment and then process the existing payment batch.
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To continue with creation of this payment, click Yes. Information for the account appears in the Payment Entry window.
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If a payment batch exists for one or more of the linked accounts, a message appears indicating that a payment for the linked account is pending in an existing payment batch. Click OK. Information for the account appears in the Payment Entry window.
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If a payment batch doesn't exist for the account or one of the linked accounts and the account is not a POD account, information for the account appears in the Payment Entry window.
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