Revenue Account Contacts

Navigate: ClosedRecords > Other Revenue Object Maintenance > Revenue Account Contacts

Description

Use the Revenue Account Contacts task to:

  • Create a new revenue account that is not associated with a revenue object.

  • View or edit the contact information associated with an existing revenue account. Contact information includes the name and address of the owner or legal party.

Revenue accounts are user-defined collections of one or more associated legal parties and revenue objects that are related for convenience. They group revenue objects of an owner or legal party to facilitate tracking the movement of money in Aumentum. For example, Aumentum Distribution requires agencies to be set up as organization legal parties with a revenue account; payment activity is tracked and reported through the revenue account. In Cashiering, you can associate the miscellaneous charges with a revenue account.

IMPORTANT: A revenue account is created automatically for each new revenue object. Use this task to create additional, new revenue accounts that are not associated with a revenue object. Other Aumentum modules, such as Distribution and Cashiering also use this task. In addition, a related task, Revenue Account Maintenance, enables you to change the revenue account and/or contact information that is associated with specific revenue objects. See Revenue Account Maintenance for more information.

  • Records Search for Revenue Account

  • Records Search Results for Revenue Account

    • Select an existing revenue account to work with, or

    • Click New to create a new revenue account.

  • Revenue Account Contact Information