Change the Pupil Stage Filter when searching for Accounts in the View Account Details screen

TABLE OF CONTENTS

• Introduction
• Select a Billing Account in the View Account Details screen

Introduction

When you search for a Billing Account to view in the View Account Details screen the initial default is Current Pupils only. You may need to change this setting to select the required account.

Select a Billing Account in the View Account Details screen

1. Go to Fees>Sales Analysis>View Account Details. The initial view is with no account details loaded.
2. Use the Select Contact button to open the selector screen.
3. The Stage filter on this screen defaults to Current Pupil. You may need to change this filter setting to see the required account. If you do not know the Stage you should change this to All.
4. Use the Search on function to find the correct billing account. You can use the View Pupils button to confirm you have the correct contact.
5. Select the Billing Account followed by the Select Contact confirmation button at the bottom of the screen.
6. The selector screen will now close, and the main View Account Details will show all the transactions for the selected account.

Note: For more information on working with the View Account Details screen , please see the Engage Fees Collections guide (Sales Analysis section).