Account Page Details and Menus Overview

Current Account provides a quick view of the current account's name, account ID, status, balance, bill day, and bill group. Clicking on the name will redirect you to the account's overview screen as will clicking on the account ID. The difference between the two is that one is the value given to the account during its creation (name) and the other is the internal number for the account (account ID).

• Name - the name of the account you are currently on

• AccountID - the database ID of the account, this value is searchable using the search box below. This is useful when reports show only the account ID

• Status - the current status of the account

• Balance - the balance as of now (today). (Includes sum of all transactions, payments, credits where date is equal to or less than today)

• Balance Due - the sum total of balances on closed invoices where due date is equal to or less than today
  Note: to view summaries on an account quickly, you can go to the "Statement of Account" report under the Reports page

• Balance Future - this is the sum of all transactions regardless of date (past present future)

• Bill Day - the day on which the packages bill recurring. e.g. if the customer signs up on the 15th, they will recur on the 15th of each month
  Note: the invoicer on an account determines the accounts bill day. If an account is not its own invoicer the Bill Day value will be uneditable (read-only)

• Bill Group - the bill group assigned to the user account, a bill group is 1 or more accounts that have the same billing configuration. For more information see the Bill Group Configuration article

• Contact - if a contact exists EngageIP will attempt to show basic information about that contact

• Search - allows you to perform a search on account names, contacts, etc. If an exact match is found you will be taken to the appropriate screen. If more than one match is found then the advanced search screen will be displayed outlining all matching points from which you can navigate to the appropriate screen

• Create New - a series of quick links allowing you to create new accounts, enter batch payments or add tickets to the system

• Recent Accounts - displays a list of resent accounts that you have navigated to during your session. Each account name is hyperlinked to the accounts overview screen to allow for quick access between accounts

• Account Statistics - displays quick summary information about the system including how many active accounts are currently in the system under the owner as well as how many new accounts were added to the system within the last 24 hours