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Name Vs. Case Financials

Different financial snap-ins are available to you depending on whether you are in a name or case session. The following chart illustrates whether particular financial transactions are handled through name and/or case sessions.

Financial Transaction Name Session Case Session
Enter financial obligations
Adjust obligation amounts
Set payment schedules
Record and track payments
Allocate funds to meet obligations
Hold funds in an escrow account
Record and track bonds
Create joint and several obligations