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Article ID: 132098, created on Jan 21, 2018, last review on Jan 22, 2018

  • Applies to:
  • Business Automation

Question

For some of the accounts there is "Balance Health" shown under Financial Information:

alttext

Why is it shown for specific accounts only?

Answer

Balance Health is shown for accounts who owe money to the provider (have some documents that were not payed). It consists of three parts:

  • information about outstanding balance, when it appeared;
  • information about the documents to pay;
  • information about underpayment limit.

As soon as all three points become red, the account will be put on credit hold (of course only it it is configured to put accounts on hold automatically)

It is shown for provider's information - e.g. the customer calls in and asks why the account has been suspended and this information will help the staff to answer the customer's question quickly. A request to describe the feature in the documentation is submitted - #PBA-83752("Documentation regarding "Balance Health" feature").

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