To view an expected payment schedule

The procedure to view an expected payment schedule is as follows:

1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
4. Double-click on the specific agreement against which expected payments have been added to an associated account. The Agreement Details window is displayed.
5. Click on Accounts. The Accounts tab is activated.
6. Double-click on the specific account against which expected payments have been added. The Account Details window is displayed.
7. Click on Expected Payments. The Expected Payments tab is activated, revealing a list of all expected payments (and entitlements) associated with the account in the Expected Payments summary table.
8. Double-click on the row containing the desired expected payment i.e. one matching a payment type of either Direct Debit or Standing Order. The View Direct Debit / Standing Order window is displayed, revealing the payment summary and current progression status 3.
9. Click on Next. The View Direct Debit / Standing Order window is displayed, revealing the derivation of the payment, the period summary, the scheduled amounts and their current status.
10. Click on Close.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Where the latest status progression value has resulted from a processed ADDACS notification report, the ADDACS amended reason field captures the contextual background.

See related topics...

Rents account payment processing overview

To add an expected payment to a rent account

To delete an expected payment from a schedule

To define the user profile

Using the search facility