Check Financial Tab (Balances)
The check Financial tab displays the balances table. This table lists the charges, payments, credits, balance, disbursements, and escrow for
each charge or offense.
When you access the Balances view of the check Financial tab, case fee information is displayed in the following columns below the Balances header. A total is displayed at the bottom of each column.
Financial Tab Options
| Option | Description |
|---|---|
| Collections Officer | A link on this page displays the name of the collections officer associated with the case party or the link displaying “No Active Collections Officer” is displayed. Use these links to maintain a collections officer for the case fees. |
| Collections Status | A link on this page displays the collection status of the fee. If no collection status has been added, the link displays as “No Collection Status.” Use these links to maintain collections statuses for the case fees. |
| Print Detail (ALT+P) | Click to display the case fee balance information in a printable format. |
Balances Table
The information displayed in the Balances table depends on the option selected in the Group By drop-down list.
| Column | Description |
|---|---|
| Fee Category | This column is displayed if you are viewing the financial information by fee category.
Fees are added in groups called fee schedules. The names of the fee schedules that have been assessed for the party are listed
in this column in bold text.
Click
 to expand the list to show the individual fees within each fee schedule.
To view the recipient for a particular fee, pause the mouse pointer on the fee description. The
 icon is displayed if no recipient is selected for the fee.
|
| Charge / Offense | This column is displayed if you are viewing the financial information by charge/offense.
Each fee category and its related fees are grouped by the offense to which they were assessed.
Click
to expand the list to show the fee schedules and fees within each charge or offense.
|
| Charges | This column lists the total amount that is assessed for each fee schedule. If the list is expanded to show individual fees, the amount of each fee is displayed. |
| Payments | If payments have been made, the amount applied to each fee is listed in this column. |
| Credits | If the party has received any credits, the amount of the credit is displayed beside the appropriate fee. |
| Balance | The balance is calculated automatically (Charges minus Payments minus Credits) and displayed for each fee. |
| Disb(ursements) | If a disbursement check was created to disburse funds to the appropriate recipient(s), the amount that is disbursed is displayed in this column. |
| Escrow | If payments have been made that have not been disbursed, the amount that is still in escrow is calculated and displayed in this column. |
Balances Table Options
| Option | Description |
|---|---|
 |
Click to add a financial note to the case. |
| Add Pmt Plan / Edit Pmt Plan | If the case does not have a payment plan, click Add Pmt Plan to add a payment plan for the selected party.
If the case has already been added to a payment plan, click Edit Pmt Plan to view the payment plan history.
|
 |
Click to print a financial form. The Select Document dialog box is displayed for choosing the form to print. |
| Edit Detail | Click to edit fees that have been assessed for the party. This option is not available if you do not have the appropriate rights. |
| View Trans | Click to access the Transactions view of the Financial tab. |
 (ALT+D)
|
Click to create a single disbursement check. This option cannot be selected if there is no money in escrow to be disbursed. |
 (ALT+A)
|
Click to post adjustments to the charges on the case. If there are no charges for the selected party, this icon is disabled. |
 (ALT+C)
|
Click to assess fees for the selected party. This option can still be used to add charges even if the case fees have been added to a payment plan. |
 (ALT+Y)
|
Click to post a payment for the selected party. If there are no fees with a balance, this icon is disabled. |
 (ALT+E)
|
Click to post a credit on the account. |
 (ALT+R)
|
Click to post a charge reduction on the account. |
| Payment Plan | This link is displayed at the bottom of the Balance column if the case has already been added to a payment plan. Click to modify the payment plan. |