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Agency Accounts

This table is used to assign accounts to agencies that are designated as Account Owners and assigned Name Records in the Agency Code Table. Agencies of this type are referred to as a collecting agencies. These accounts can then be referenced both in the Financial Obligations Code Table, as Default Payer and Payee Accounts, and in financial obligations associated with case, as Payer and Payee Accounts.

This code table populates a drop-down list that can be found in the designated snap-in of the following session type:

Session Snap-In List
Case Financials Pay To Account

Finding the Agency Accounts Code Table

In the Accounting Tools group, click Agency Account. The Agency Accounts code table will be displayed in the Accounts snap-in.

Creating Agency Accounts

  1. Select an agency from the Agencies snap-in. All accounts associated with the selected agency will appear in the Accounts snap-in.
  2. Select the Accounts snap-in.

  3. Add a new record.

  4. Select or type all required and relevant data for each available field. Some fields may be required while others are not.

    • Account Name: Type an account name that relates directly to an account in your ledger.
    • Account #: Type the account number that relates directly to the account in your ledger.
    • Account Type: Select the account type to indicate how the account is used. For example, select Liability or Asset.
    • Account Status: Select the account status to indicate when this account should be used. For example, select Open or Closed.
    • Balance: This field is read-only and indicates the current balance in the account.
    • Collecting/Vouchering Agency: Select the same agency as the agency selected in the Agencies snap-in.
  5. Save the Session. (Click Save button or Ctrl+S)

Deleting Agency Accounts

Note: You cannot delete Agency Accounts, only mark them closed.

  1. Select the Account you wish to close.
  2. Change the Account Status to a closed-type account status. Tip: To check which account statuses have a closed type, check in the Account Status code table. See "Account Status Code Table" for more information.
  3. Save the Session. (Click Save button or Ctrl+S)