To view authorisation requests for rent account actions

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The procedure to view authorisation requests for rent account actions is as follows:

  1. Navigate to Home (), if not already active. The default Home tiles are displayed.
  2. Click on Arrears Accounts 1. The Review Arrears Accounts window is displayed.
  3. Click on Authorisations. The Authorisations tab is activated, revealing a list of all arrears actions that are awaiting authorisation in the Authorisations summary table 2. By default, the list is filtered to show arrears actions with a status of Awaiting Authorisation. Certain fields are worthy of special note and are captured in the table below.
  4. To validate the suggested arrears action for an account, double-click on the desired row. The Account Details window is displayed.
  5. Click on Summary, Projected Balance, Actions, Arrangements, Action History , etc. to compile background information on the stability of the account.
  6. Click on Close.


Note

1 The default Home tiles are configured at user account level.

2 Only those accounts that have been assigned to the end user will be displayed i.e. those linked to the same functional unit. Where functional units have not been employed, all accounts will be displayed.


Field

Description

Name

The name of the account holder.

Address

The registered address of the account holder.

Date

The date on which the arrears policy action was identified for the account.

Policy Balance

The outstanding balance on the property at the time the action was suggested.

Current Balance

The current outstanding balance on the property, taking account of any subsequent transactions processed after the action was suggested.

Action to Authorise

The suggested policy action requiring authorisation on the account.

Requested By

The name of the end user who suggested the account action.

Date Authorisation Requested

The date on which the suggested account action was requested.

Functional Unit

The Functional Unit assigned to the account for arrears processing purposes e.g. grouping accounts together into bands based on their arrears balance.


See related topics...

Rents arrears management overview

To authorise requested actions for rent arrears accounts

To define the user profile