Debtor Transaction Summary

The Debtor Transaction Summary form displays all details of financial activity for the debtor's account. Tabs separate the information into types of transactions.

Debtor Transaction Summary

To access the Debtor Transaction Summary, select a Fees, Legal, Miscellaneous, Other, Adjustment or Paid financial field on the Debtor form or the Debtor Financial Summary form.

This summary is Read Only. If you wish to examine a transaction in detail or modify it, select the Transactions tab from the Debtor form.

The Principal and Interest fields open the Financial Detail form. The debtor's Owing field opens the Debtor Financial Summary. All Fees, Charges or Adjustment fields open the Debtor Transaction Summary.

Earliest Posting

This field displays the date of the earliest transaction listed in the summary.

Most Recent Posting

This field displays the date of the most recent transaction listed in the summary.

Payment Due

This field will display the date of a promised payment, if there is one.

Payment Amount

This field will display the amount of a promised payment, if there is one.

Direct Total

This is the total amount of all payments paid directly to the client.

To Us Total

This is the total amount of all payments paid to the agency.

Commission Paid

This is the total amount of commission calculated on all payments made to this account.

Total Owed

This is the amount of the Original Principal charged to the account.

Total Paid

This is the total amount paid on the account.

Balance

This is the outstanding balance that is still owed on the account.

All

Select the ALL tab to view all a list of all transactions posted to the debtor's account.

Paid

Select the PAID tab to view a list of all PAYMENTS posted to the debtor's account.

Principal

Select the PRINCIPAL tab to view a list of all PRINCIPAL transactions posted to the debtor's account.

Interest

Select the INTEREST tab to view a list of all INTEREST type transactions posted to the debtor's account.

Fees

Select the FEES tab to view a list of all FEES type transactions posted to the debtor's account.

Legal

Select the LEGAL tab to view a list of all LEGAL type transactions posted to the debtor's account.

Misc

Select the MISC tab to view a list of all MISC type transactions posted to the debtor's account.

Other

Select the OTHER tab to view a list of all OTHER type transactions posted to the debtor's account.

Adjustments

Select the ADJUSTMENTS tab to view a list of all ADJUSTMENT type transactions posted to the debtor's account.

Internal

Select the INTERNAL tab to view a list of all INTERNAL type transactions posted to the debtor's account.