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An Account’s Balances tab offers a helpful summary of the Balances created for the Account over time where you can quickly review key details for each Balance and their timelines. To review Account Balances Summary:
  1. Select Accounts. The Accounts page opens.
  2. Select the Name text hotlink of the Account you want to review the Balances summary for. The Account details page opens.
  3. Select the Balances tab:
Create Balance50 On review for this example:
  • The Account has two currently Active Balances, two Past Balances, and one Future Balance.
  • The Remaining total is given for the currently Active, Future, and Past Balances.
  1. On the Timeline chart, you can use the paging arrows to move backwards or forwards in time to review Past Balances:
Create Balance51
or Future Balances: Create Balance52
  • Note that you can also scroll the Timeline chart for Balances on an Account.
  1. If you want to review further details of a Balance select it in the Timeline chart to open the Balance details page:
Create Balance53
  1. Also provided is a detailed view of the Active, Future, and Past Balances for an Account. In the current example, the Active:
Create Balance54 You can quickly check:
  • The period configured for a Balance:
    • For Active Balances, the percentage of the period to date, and the number of days remaining.
    • For Future Balances, that the period sits at zero percentage and the number of days before the period starts.
    • For Past Balances, that the period is has reached 100% and the number of days elapsed since the period ended.
  • Any Contract the Balance has been linked to.
  • The Draw-down products configured for the Balance.
  1. If you want to review further details of a Balance, select the name hotlink text to open the Balance details page.