TCM1000026 - How to check for an open account status

Step 1

On the ‘Function Menu�

  • select ‘Householdâ€� on the toolbar
  • select ‘View Accountâ€� from the options available. You will be taken to the ‘Key Entry Data - Applicationâ€� screen
  • enter the customer’s NINO
  • select the ‘Allâ€� checkbox
  • select ‘OKâ€�
  • check for any years with an Account Status as ‘Openâ€�.