Changing the input mode for the Account Update screen

Menu 1.1

If you do not have account numbers, but you do have names, social security numbers, or certain other information for the accounts you are accessing on the Account Update screen, you can change the input prompt to accept the type of information you have. The following are the types of input you can use:

  • Account name
  • Social security number
  • Data Reference Line (DRL)
  • Client reference number
  • Address
  • Judgment number

The label of the Enter Account# prompt changes depending on the type of mode you use. The input prompt remains changed until you exit the current routine. You can also change to another input mode. If more than one account matches the information you enter, the Inquiry screen displays, allowing you to select an account.

To change the input for one entry only, see Using the temporary input mode in the Account Update screen.

To have the same input prompt displayed every time you enter Posting, call your Finvi Support representative.

To change the input mode:

  1. From the Main menu, navigate to Data Entry > Account Update (menu 1.1).
  2. If The Collector System is in a preliminary Month-End process, the Preliminary Month End in Progress. Use Old or New Month? prompt displays. Do one of the following:
    • To change the input mode for the old month, click Old.
    • To change the input mode for the new month, click New.
    • To return to the Data Entry menu, click Cancel.
  3. If the Batch Number to Update window displays, select one of the following, and press Enter or click Ok:
    • Use Existing Batch
    • New Batch Number
    • Last Batch Number

    • Go to Account Prompt

      For more information, see Selecting batch options.

  4. At the Enter Account # prompt, type IM, and press Enter.

    For a full list of the commands available at this prompt, see Working the Account# prompt options.

  5. At the Enter File to be Searched this Session prompt, using the following table, type the character corresponding to the type of information you are going to enter, and press Enter.

    Character

    Description

    0

    Account number (default)

    1

    Name

    2

    Social security number

    3

    Data reference line (DRL)

    4

    Client account number

    5

    Address

    6

    Offline storage (if applicable)

    J

    Judgment number