Accessing Accounts

To access the client’s financial accounts, navigate to the Client Screen. Click "Accounts" on the side menu. 

Open

Accounts can be used to keep a log of a client's financial assessments and payments—court fees, restitution, etc. Account information is displayed in 3 different sections: Summary, Assessments, and Payments. The Account Summary displays an overview of the financial assessments, payments, and the balance due for each Financial Account. Assessments and Payments contain a detailed list of account transactions.

Adding an Assessment or Payment

Financial Assessments can be added to track the dollar amount owed by a client for a particular account. When the amount has been paid (whether in part or in full), you will not need to edit the Assessment record to reflect that. Simply add a Financial Payment to record the dollar amount paid, and the Account Summary will track the remaining balance. Follow the steps below to learn how to add both Assessment and Payment records.

1. Click Add New, then select New Payment or New Assessment.  

2. Select the Date an assessment or payment was made. Today’s date will appear automatically, but if you wish to change the date, click the calendar icon and choose the correct date or enter is manually using this format: M/D/YYYY.
   
   
   
   

3. Select the appropriate Financial Account from the drop down menu.
   
   

4. You can add a note in the Memo field if you wish.
   
   

5. Enter the dollar amount for the transaction. You can type an amount directly in the field, or use the up or down arrows to select an amount.
   
   

6. If you are satisfied with your entry, click the checkmark icon in the toolbar to save the record.  
   If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
   
   

7. The Account Summary balance will automatically update to reflect the new assessment or payment.

Editing an Assessment or Payment

1. Locate the Payment or Assessment record you wish to view. Click the record in the list to open the edit view.
   
   

2. Select the Date an assessment or payment was made. Click the calendar icon and choose the correct date.
   
   

3. Select the appropriate Financial Account from the drop down menu.
   
   

4. Enter a note in the Memo field if you wish. Note: If you have used a previous version of Probatum, the associated Case ID will appear here automatically. 
   
   

5. Enter the dollar amount for the transaction. You can type an amount directly in the field, or use the up or down arrows to select an amount.
   
   

6. If you are satisfied with your changes, click the checkmark icon in the toolbar to save the record.  
   If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
   
   

7. The Account Summary balance will automatically update to reflect the assessment or payment changes.

On this page: