Account Detail
Each time a Payment Term is charged, payments are made, or disbursements generated
a record is written to the Account Detail file. Account Detail is a log of all transactions
associated with all Payment Terms. CSMNET permits adjustments to be made when monies
are posted in error, monies transferred between account/cases, or adjustments to
payments for NSF cheques, or disbursements for returned cheques, etc. Adjustments
made to any Payment Term for whatever reason are shown on this Account Detail page.
This page can be filtered to view all transactions or only charges, or only payments
etc. In addition, the filter can be for only one Payment Term or transactions within
a certain date range. Additional filters are shown in a page below. The bottom portion
of the Account Detail page shows the totals for charges, payments, disbursements,
adjustments, etc.
Below are an additional filters provided on this web page. Lastly, A PDF can be
generated of the information being viewed on the page.
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