Setting Up Accounts > Understanding User Codes

Using Account User Codes

Use account user codes to group accounts together according to specific criteria. There are nine defined account user codes

Example:Example:Type I to indicate the account as inactive. You can run reports including or excluding inactive accounts.

The account user codes are:

• C:C:The account has been sent to a collection agency, no billing statement is printed for this account, and it is not included in the Account Aging report.

• I:I:The account is inactive, no billing statement is printed for the account, and it is not be included in the Account Aging report.

• L:L:The account is involved in a legal case, no billing statement is printed for the account, and it is not included in the Account Aging report.

• M:M:An additional message (entered in the Notes field in the common area of the Account window) prints in addition to any dunning messages on laser billing statements. This information replaces running messages on preprinted statements.

• N:N:The account is not included when the current billing statement is generated.

• X:X:The account's insurance estimation is disabled.

• Y:Y:The account billing statement does not include dunning messages. Note: This applies to automated/electronic statements only and does not affect paper billing statements.

• Z:Z:The account is not charged finance or billing charges.

• F3:F3:The account will accrue finance charges after it is 30 days past due.

• F6:F6:The account will accrue finance charges after it is 60 days past due.

• F9:F9:The account will accrue finance charges after it is 90 days past due.

• ~ (Tilde):~ (Tilde):Prevents an account with a fixed loan budget plan from receiving a budget plan statement.

To view a printable job aid that lists the default account and finance charge codes, and gives you a place to record user-defined codes for your practice, see Account User Codes.