Account History Tab

This tab can be used to view the policy's Pay Plan history.

Fields displayed include:

• Tran Date: The transaction date.

• Eff Date: The effective date of the transaction.

• User: The user initiating the transaction.

• Policy Number: If the "Show Billing Account Detail" check box contains a check mark on the Statement Display screen, the policy number is shown in this column.

• Transaction Type: Type of transaction done.

• Description: A brief narrative describing the transaction type.

• Status: The status of the transaction.

If this is a billing account, the Account History tab displays a history of all policies in the account when the "Show Account Detail" check box is selected on the Statement Display screen.

Note: When an out of sequence pay plan occurs, the Pay Plan is displayed and re-applies the new pay plan across renewal versions.