Work With Special Accounts (cfs)

Use the Special Accounts Editor (cfs) to work with all accounts with certain status flags or other specific characteristics.

For example, you may want to list all accounts that your office put on a budget plan, or all accounts that were flagged as “Cash Only” for writing a bad check. You can view and work with all of these types of accounts by using the cfs report.

Run cfs and Select Criteria

You can run cfs from the Practice Management window.

There are two types of lists found in cfs:

• Standard lists that appear on all systems. These include accounts that are Overdue, on a Budget Plan, who have Credits or have Bills Held by a flag.

• Customized lists based on your office’s Account Flags. These include all of the Account Status Flags in the Table Editor (ted). If you add a new account flag and assign it to specific accounts, you will be able to work with those accounts using a report option in cfs.

Note: The lists stored in cfs are created overnight. Transactions posted through the day will not affect whether an account appears on a list or not. No matter what changes you make to an account, they will remain on a list until the lists are recreated in the evening.

View the Report and Work With Accounts

Enter the letter or number next to a list and press Enter to view it. All accounts on the selected list, along with their balance information and phone number, will appear:

The example above shows all of the Collection accounts. Collection accounts are accounts that have been assigned the “Collection” flag on the status line in the Family Editor (fame).

As you view the list and work with each of the families, you can perform the following functions:

Actions in cfs