The Financial Screen:
The financial screen will help us filter financial information on a selected Case.
This feature is in the Case Management feature and will be located on the financial section of each case.
The financial Screen page will only preview information for the case previously selected.
1: Filter by selecting a type of financial movement (Interest, Fees, Payments).
2: Search by Date.
In the example below we see that interest have been adding up automatically to this case daily and that payments have been made and some “Other” fees have also been applied to this case, so we can filter the results to get a better understanding of what is going on.
Let’s use the filter options to filter by interest.
Let’s use the filter options to filter by Payment.
Let’s use the filter options to filter by Fees.
Let’s filter using the Date option, for this example we used date 09/03/26.
The Case details box below the Search options allows you to add payments or set up payment arrangements.
For more information on how to add payments or set up payment arrangements review our How to Guide.
How to Guide: Posting Payments on a Case
For more information on Fees, Review our guide.