Page Comparison

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1. If customer has a final account balance due that they are not going to pay, write it off

   1. PCR-360: Enter and process a quasi-payment in Admin > Billing > Payments > Add, confirm balance goes to $0

      1. Method of payment: “Write Off”

      2. Description: “Write off final balance”

      3. Everything else (date, invoices, amount, etc.) like a normal payment

   2. Cash Customers: enter a matching quasi-payment line “Write off final balance” so balance goes to $0

2. Move customer rows on Contact Information onto Inactive Contacts tab

3. Move tab in Cash Customers after STOP BOOKEND tab and hide connected row on the Receivables tab

4. Mark customer in PCR-360 (Catalog > G/L Accounts) as Inactive

5. Move customer Department into Inactive Retail Customers category (in Departmental Hierarchy)

Review balance/bills

Reporting > Bills/Calls > GLA Account Management

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You can add, edit, and remove expense and revenue object codes in Admin > Billing > Object Codes.

GLAs

Banner index codes are imported automatically /wiki/spaces/ICAT/pages/2205647320 every night. Setting the Revenue flag on a particular index code requires a Jira request to PCR.

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