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 |
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Enter financial obligations | ![]() |
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Adjust obligation amounts | ![]() |
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Set payment schedules | ![]() |
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Record and track payments | ![]() |
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Allocate funds to meet obligations | ![]() |
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Hold funds in an escrow account | ![]() |
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Record and track bonds | ![]() |
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Create joint and several obligations | ![]() |