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DL Inquiry: Financial Reports

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1 DL Inquiry: Financial Reports
Inquiry Financial will not take the place of running the daily reports in CICS. These financial reports are only used on individual records. A customer number, product number or other personal identifiers are used to find out exactly what a customer paid for and what method they used to pay. Customer service representatives do not have access to this report. This report style is limited to Managers, supervisors, teamleaders, PA’s and the financial specialists.

2 Log onto Inquiry using the LAN password.

3 Choose the Search by: criteria
Choose the Search by: criteria. Result Report Style: is Financial Report.

4 Inside the Financial Report
Top part of display will always look the same. Customer details will always display at the top of the record with Navigation and Quick Links displayed on the left side of the window. Inside the Financial Report

5 Shortcut push buttons These buttons are always located above the Customer Details. Let’s take a look and Expand and Collapse All.

6 Any time, within a record, there is a [+] or [-] button followed by words Underlined in Green, it can be clicked on to provide the user with more [+] or less [-] information. If there are many of these links, the Expand All button will open all of them in the current record and the Collapse All button will close all of them back to the original view.

7 Financial information about a customer will always display under the Driver Events section of the record. The default sort is Date Descending, so the newest payments are located at the top, oldest at the bottom. If the Type Sort is chosen, the events will sort by type such as payment or refund, and then by date. To change the sort, click in the drop down box, make a different choice and click on Sort.

8 What each Payment entry contains:
Payment# displays the payment number attached to the product. Processor displays which processor collected the money. This may be helpful to supervisors when checking their employee’s records. It will display the processor’s logon id, which will be useful in making sure that no one is processing their own products. Status will be C for complete. Station refers to which office or section collected the money. Date of Payment: Reference Type: Can be one of many different types. Image means that it was a title or registration product. If it is a DL or ID product, Reference type will display exactly what the customer paid for such as RGLR-Regular License, or CDLI-Commercial Driver License Instruction Permit. Reference# either refers to the image number if it is a title or registration product or the product number if it is a DL/ID product. [+] Fees and Payments opens up the details of the payment.

9 Inside the payment details
Payments are listed with payment type and the amount that was paid. When the [+] Fees and Payments link is opened, the details of the fees and payments are displayed. Fees are broken down by Fee Codes and what was due for each fee code along with what was paid. Standard Amount and Amount Due may differ if a fee was overridden.

10 Included in the Refund entry is:
Refund Entries Included in the Refund entry is: Payment number. This is the payment number attached to the product that was overpaid. Date the refund was processed. Refund Account would be populated if the refund was put into an account instead of being mailed by a check. Refund to and address is to whom and where the refund check was mailed. Processor is the logon id of the employee who processed the original transaction. Station is where the product was processed. Refund Number which is used by revenue accounting. Customer number of the customer who overpaid. Refund Amount

11 Please submit any question you may have to Julie Wunrow
Please submit any question you may have to Julie Wunrow. A Q&A will follow answering any outstanding questions and concerns.


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