Select the Account to change

Select the Account to change the Monitor Category. If this form was opened from the Review button on the Account Form, the Account field will be populated with the current Account Code.

Enter the Effective date and a Reference for the change

• Date - The date will default to today's date, but it can be changed to a future or past date.
• Reference - Enter a Reference for the Monitor Category change.

Specify Monitor Category changes

Tick the "Update 'Overdue / Non Financial / Other' Monitor Category" checkbox (or checkboxes to change more than one), and then select from the dropdown list the relevant Monitor Category.

Clear the 'Category' to remove the Account from Monitoring.

Notes

Any notes entered here will be displayed in the Account Monitor Category Change History.

Other Options

Tick the checkbox to Create a Log when this monitor category is changed.