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Account Overview Screen

Overview

The Account Overview screen acts as a dashboard for a customer's account.

Account Overview Screen Details

Getting Here: Click Account > search for and select an account > Select Account Overview from the left navigation to display the Account Overview screen.

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Refer to the below screenshots and corresponding descriptions to better understanding of the Account Overview screen. Clicking any of the orange bars on the Account Overview screen collapses that section. Clicking any of the gray bars expands that section.

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Account Details: Displays overview information about the account holder including the account holder's name, address, contact information, account creation date, account start date, tax information, legal entity assignment (if enabled for the client), and whether a balance is due on the account. The View Account Hierarchy link (if enabled by the client) supports the visualization of detailed account hierarchy, and Plan information via a screen overlay launched from within the Aria application. Clients control what level of users can view this information.

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Recent Invoices: Displays a list of recent invoices for the account. Selecting a link from the Inv. No. column displays the Invoices screen.

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Recent Payments: Displays a list of recent payments that were made by the account. Selecting a link from the Payment No. column displays a list of paid invoices for the account.

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Recent Transactions: Displays a list of the recent transactions that have occurred on this account. Selecting a transaction from the Transaction Number column will display the transaction details.

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Recent Statements: Displays recently created statements for the account. Selecting a statement from the Statement No. column will show the list of transactions for the selected statement.

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Recent Comments: Displays the most recent changes to the account and includes details about what changes were made, the date and time of when the changes were made, and which user made the changes.

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Recent Communications: Displays the communications that have been sent out about this account including statements and invoices that were sent to the account's contact. Selecting a communication will display the information and forms that was sent externally to the specified account contact.

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Account Hierarchy Glance: If the account is a parent or child account, a list of related accounts will display. Selecting any of these accounts from the list will open the Account Overview page for that account.
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