Status Management | Navusoft Knowledge Base

Pathway: Accounting > Status Management

The Status Management screen consists of four tabs that are primarily used to oversee and manage the status of accounts that are on, or eligible for credit hold.

Permissions

Permission ID	Permission Name
109	View Billing
263	AR / Aging Status Management

Status Changes

Using the available filtering options, the Status Changes tab can be used to review any account that has undergone any type of status change.

Screen Descriptions

Credit Hold Account Payments

Use the Credit Hold Account Payments tab to review accounts in a Credit Hold status where payment has been received. This screen also provides AR History details for each account that is displayed.

Screen Descriptions

Credit Hold Eligible

Using the available filtering options, review accounts that meet the criteria to be placed on credit hold. This screen also provides AR History details for each account that is displayed.

Screen Descriptions

Credit Hold Accounts

The Credit Hold Accounts tab displays all accounts meeting the filter criteria that have a credit hold status.

Field	Description
Filters
Division	Filters the screen to only display accounts in the selected Division.
Bill Group	Filters the screen to only display accounts of the selected Bill Group.
Account Class	Filters the screen to only display accounts of the selected Account Class.
From Status / To Status	Filters the screen to only display accounts that match the status workflow going from the selected 'From Status' to the selected 'To Status.'
Within Last	Filters what accounts display on the screen based on the time frame of a qualifying status change.
Fields
Name	Displays the name of the account.
Date/Time	Displays the date and time the account's 'From Status' was changed to the 'To Status.'
Current Balance	Displays the current balance on the account.
From Status	Displays the status the account started in.
Days In From Status	Computes the duration, in days, an account has been in the status indicated in the 'From Status' column.
To Status	Displays the status the account was changed to.
Has Active Services	Indicates if the account has active services.
Last Payment	Displays the date of the last payment made on the account.
Last Invoice Date	Displays the date of the last invoice.
Note	Displays the note that was added when the account's status was changed.

Field	Description
Filters
Division	Filters the screen to only display accounts in the selected Division.
Bill Group	Filters the screen to only display accounts in the selected Bill Group.
Payment Within Last	Filters the screen to only display accounts where a payment was received within the identified time frame.
Fields
Date	Displays the date payment was received.
Amount Name	Displays the name of the account.
Has Active Services	Indicates if the account has any active services.
1-30	Displays a total amount of all invoices that are 1 - 30 Days past due on an account.
31-60	Displays a total amount of all invoices that are 31 - 60 Days past due on an account.
61-90	Displays a total amount of all invoices that are 61 - 90 Days past due on an account.
91-120	Displays a total amount of all invoices that are 91 - 120 Days past due on an account.
Over 120	Displays a total amount of all invoices that are exceeding 120 Days past due.
Total	Displays the total balance amount across all the invoices less than the current amount for an account.

Filter	Description
Filters
Division	Filters the screen to only display accounts in the selected Division.
Bill Group	Filters the screen to only display accounts in the selected Bill Group.
Past Days Due	Limits what accounts are displayed based on how many days past due the invoice balance is.
Fields
Name	The name of the account with the credit hold eligibility.
Last Payment	Displays the date the last payment was received.
Avg Days	Displays the average number of days for a payment to be received for an invoice for that account.
Past Due Days	Displays the amount of days that are past due from the date of the due date.
Status	Displays the status of the displayed accounts.
Has Active Services	Indicates if the account has an active service.
Current	Displays the total amount being billed for the current invoices.
1-30	Displays a total amount of all invoices that are 1 -30 Days past due on an account.
31-60	Displays a total amount of all invoices that are 31 -60 Days past due on an account.
61-90	Displays a total amount of all invoices that are 61 -90 Days past due on an account.
91-120	Displays a total amount of all invoices that are 91 -120 Days past due on an account.
Over 120	Displays a total amount of all invoices that are exceeding 120 Days past due on an account.
Total	Displays the total balance amount across all the invoices less than the current amount.

Filter	Description
Filters
Division	Filters the screen to only display accounts of the selected Division.
Bill Group	Filters the screen to only display accounts of the selected Bill Group.
Minimum Days On Credit Hold	Limits what accounts are displayed based on a minimum length of the time an account has been on credit hold.
Fields
Name	Displays the name of the account with the credit hold.
Last Payment	Displays the date the last payment was received.
Avg Days To Pay	Displays the average number of days for a payment to be received for an invoice for that account.
Status	Displays the status of the displayed accounts.
Has Active Services	Indicates if the account has any active service.
Current	Displays the total amount being billed on the current invoice for an account.
1-30	Displays a total amount of all invoices that are 1 -30 Days past due on an account.
31-60	Displays a total amount of all invoices that are 31 -60 Days past due on an account
61-90	Displays a total amount of all invoices that are 61 -90 Days past due on an account.
91-120	Displays a total amount of all invoices that are 91 -120 Days past due on an account.
Over 120	Displays a total amount of all invoices that are exceeding 120 Days past due on an account.
Total	Displays the total balance amount across all the invoices less than the current amount.