Name Session Financials¶
In the name session you have the ability to take payments and allocate funds to financial obligations.
|Payment Schedules and Payments||Set up scheduled payments for name records that have outstanding balances on financial obligations.|
|Payments||Payments may also be recorded using the Payments Accounting Tool. This tool utilizes a case search to enable you to record payments without searching for and opening a name record first.|
|Escrow||Hold funds for future reallocation to a financial obligation or an overpay account. Only one escrow account can exist per name record per collecting agency.|
|Overpay||Hold funds, typically from overpayments on financial obligations and/or funds released from bonds. These funds may be made available to voucher. Each collecting agency has only one overpay account.|
|Manual Allocations||Allocate funds to financial obligations, an overpay account, or an escrow account associated with a name record.|