Senior Living Communities

Contents

Creating Collections Account Status

Account Status is used to identify the current status of an account in the Collections Module. The Account Status is used in the Collections Module and Activity Report to help filter the accounts you are viewing. 

The Account Status pick list contains default statuses that cannot be edited or deleted. These default statuses are automatically assigned when a new collection account is created or the balance is updated. If you create additional account statuses, you can reassign accounts to your additional statuses.

  1. Do one of the following: 

    • Single community: Billing > Setup > Collections Setup > Pick Lists > Account Status.

    • Multi-community: Management Console > Standards > Financial Management > Collections Setup > Pick Lists > Account Status.