TCM1000296 - How to check the total payments posted to an account

Version 1.0

Changes to previous version - new guidance.

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥楬ousehold鈥� on the toolbar
  • select 鈥榁iew Account鈥� from the options available. You鈥檒l be taken to the 鈥楰ey Entry Data - Applicant鈥� screen
  • enter the customer鈥檚 NINO
  • select the 鈥楢ll鈥� checkbox
  • select the 鈥楽ummary鈥� checkbox
  • select 鈥極K鈥�.

If you鈥檙e taken to the 鈥楽elect Award鈥� screen

  • select the relevant award
  • select 鈥極K鈥�. You鈥檒l be taken to the 鈥榁iew Award Period Summary鈥� screen
  • go to Step 2.

If you鈥檙e taken straight to the 鈥榁iew Award Period Summary鈥� screen, go to Step 2.

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Step 2

On the 鈥榁iew Award Period Summary鈥� screen, the total amount of payments that have been made to the customer are shown in the second row of the 鈥楧irect payments made up to today鈥� field in the 鈥榃TC鈥� and/or 鈥楥TC鈥� columns.

Note: The amounts shown in the 鈥榃TC鈥� and 鈥楥TC鈥� columns will be the total amount of payments, manual and system that have been made up to today.