View Costs for an Account

The Costs view displays a list of the costs associated with the account.  The costs view also provides the ability to add, view, edit, and delete costs and to filter costs based on the Reference Number and/or Cost Category.

Follow these steps to view costs for an account:

1. Access the account using the Access Account option on the Home page or Navigation menu.  The Collections or Accounting views are displayed.  If the Collections views are displayed, select the Accounting push-button on the Tool Bar.  The Accounting views are displayed.

2. Select the Costs tab in the Content Driven Navigation/Actions (Tab) Area.  The Costs view is displayed.

3. The vertical scroll bar on the right-hand side of the screen appears if the costs listed do not fit on the Costs view.  The scroll bar may be used to view all of the costs listed.