1. Lease Collection User Guide
  2. Customer Service
  3. Customer Service screen’s Account Details tab
  4. Balances sub tab

4.6.2 Balances sub tab

The Account Balances sub tab displays a list of different balances maintained for the account along with other details such as how the balance is derived in the system and capitalization details indicating when the balance is capitalized to the principal of account.

To view Account Balances
  1. Open the Customer Service screen and load the account you want to work with.
  2. Click the Account Details tab, then click Balances sub tab.

    Figure 4-20 Customer Service - Account Details - Balances


    Description of Figure 4-20 follows
    Description of "Figure 4-20 Customer Service - Account Details - Balances "

  3. In the Balances section, click View to view the following information:

    Table 4-41 Balances

    In this field View
    Balance Type The type of account balance maintained.
    Chargeoff Method The type of method to charge-off the balance.
    Writeoff Method The type of method to write-off the balance.
    Reschedule Method The applicable reschedule method.
    Sort The sort sequence maintained.
    Billed Y/N indicating if the balance is billable to customer.
    Accrued Y/N indicating if interest is accrued on the balance.
    Non Performing Rollover Rollover indicates that this balance is moved to non-performing balance.
    Non Performing Balance Type Indicated as NON PERFORMING if the balance is expected to be charged-off in the future.
    Capitalize Y/N indicating if the balance is capitalized to principal.
    Frequency The frequency with which the balance is capitalized.
    Grace Days The number of grace days allowed for capitalization.
    Next Cap Run Date The next scheduled balance capitalization date.

Parent topic: Customer Service screen’s Account Details tab