View historic customer and transaction information based on type of history selected. For a list of the history types, see: Overview of the History Tab.
Select a payment record from the History tab, right click and select Receipts Workbench to navigate to AR Receipts Workbench. You can also use the Navigate to > Receipts Workbench menu option.
| Term | Definition |
|---|---|
| Resource Name | Employee who interacted with the customer. |
For more information for a line, select a different type of history. You can view more information for a line in Payment History by clicking Details.
How can I see notes related to a line?You can view notes in the Notes field when viewing Adjustment, Dispute, Payment, or Promise History. For All History, Advanced Collections displays the last note created in the Notes column.
Can I select which history types are available?Yes. Use the IEX_HISTORY_TYPE lookup, to enable or disable history types.
Can I change the default type of history that displays on the History tab?Yes. The default history type is controlled by the IEX: Default History Type profile option.