The Account Management Summary Form contains tabs associated with linking accounts, base numbers and WorldLink® IDs to clients, and viewing existing assignments for clients.
Input/ Modify: To link account numbers, base numbers, or WorldLink® IDs to a client and modify existing linkages.
Authorization Req'd: To view a list of account numbers, base numbers, or WorldLink® ID linkages awaiting authorization and authorize selected linkages.
View: To view a list of all account, base number, and WorldLink® ID linkages and their current status.
Notes:
To search for a specific transaction, slick the Search Button at the bottom of the left side of the summary form. For more information on using the Search Definition Dialog Box, click here.
To print the information on the summary form, click the Print Button at the bottom of the left side of the summary form or click Other Options and then click Print.