Define Account Types

Use this option to input the types of accounts that will be collected.  We have a basic listing included, but enter specific types that match your current account types.  You can delete any of the current codes and create as many types as you need.
Example of your Account Types might be Traffic, Family Law, Court, Library Fee, etc.

Create Account Types:
Step 1:  Navigate to Administration < Accounts < Define Account Types

Step 2: The Define Account Types box pops up.

Step 3: Edit or Create an Account Type
             Add a new Account Type.  Give Type a name and click OK
             Copy an existing Account Type.  This will copy information from all tabs
             Delete an Account Type.  This can only happen if the account type is not in use.
 Rename an existing account type.  This will do all the necessary steps in the database to make sure all current accounts of this type are renamed.

Step 4: Fill in all necessary information on the Contact, Settings and Templates tabs.
Contact Information- all fields are available as merge fields for letters


  • Check if this account type is active.  If unchecked, any accounts of this type will remain visible, but the type will not be available in the drop down box when manually entering a new account.
  • Check if the “account type is exempt from auto forwarding” to OCA.   When auto forwarding to OCA is defined this excludes certain account types from being included.
  • Check if the “account type charges interest”.  Choose Interest type, interest rate, and interest method.  Interest types include: Daily (interest accrued daily), Monthly 30/360 (interest rate divided by 12 and applied on the 1st of the month), and Monthly Actual/365 (interest rate divided by 365 and applied on the 1st of month for the number of days in that month).

  • Choose “Normal Delinquency”, which is # of days that this account type before considered delinquent.
  • Choose Report Class: this will be used for special reporting options for our optional modules.
  • Choose “Payment Allocation Priority”.  Priority determines which one will be paid first when there is more than one.  Enter a number for each Account type with smallest number is the highest priority.  To learn more about Payment Allocations, click here.
  • Choose if the account uses “Enhanced Distribution”.  This is a listing of preset line item codes for the account.  Click here to learn more about Enhanced Distribution.

Step 5: In the third tab, enter the Template you wish to associate with that Account Type. Each account type could use a different template if the data that is being displayed is completely different between account types. To define Templates, go to Define Account Templates.

Step 6: Click 'OK' to finish.

Main Support Line:

All Support Team Members (866) 684-7387
Chris Stickney (Support) Ext. 5673
Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
Kellie Mendenhall (Consultant)      Ext. 5676
Aaron Burge (Installation) Ext. 5710


Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662