Account, Monitor Category Change, History
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Monitor Category Change History

The Monitor Category Change History form displays all changes made to the Account's relevant Monitor Category. Overdue and Non Financial Categories are displayed on separate forms.

Columns available for display in the grid are:

ColumnDescription
Account Monitor CategoryThe type of Monitor Category, for example Overdue, Non Financial or Other.
CreatedThe date the change was made. This may be different to the effective Date.
CreatorThe User who made the change.
DateThe effective date of the change.
Monitor CategoryThe Monitor Category the Account has been moved into.
Payment Overridden Icon Monitor Category Icon

Displays the background colour as selected in Admin, Monitor Categories, General page, 'Select Colours for this Monitor Category'.

Additionally if used in conjunction with the 'Colour Grid rows?' setting being unticked, (User Preferences, General, User Interface, 'Colour Grid rows'), then the field will show the colour and not the whole row.

NotesNotes will be defaulted by the source of the change if it is an automatic move, e.g. from an Account Type Rule or will show notes as entered when manually changing Categories.
ReferenceDisplays the reference as entered in the Account Monitor Category Change wizard.
StatusDisplays the Account Monitor Category Change Status, i.e. 'Complete' or 'Cancelled'.
UpdatedDisplays the date the Monitor Category was updated, if it has been.
UpdaterDisplays the finPOWER Connect User who updated the Credit Limit, if it has been.

Button Strip

IconDefinition
Edit Button
Revise the Interest Cycle.
Cancel Button
Cancel the selected Interest Cycle change.
Current Only
Omit Cancelled changes. The background of this button will be shaded if it has been selected to omit Cancelled records.
Save Default Button
Save the current column settings as the default for each time this form is opened.