Business View ibvFeesCurrentBalance

Description

This view presents the current up to date outstanding Fees balance by client.

The balance is deduced by adding up all unmatched posting amounts. Although it might not seem so at first sight this turns out to be more efficient than algorithms based on period totals.

It is the nature of this view that NO entry will be present for any client with no unmatched postings. Such absences should be taken to imply a balance of zero.

 

For use by

This view is suitable for any user wanting access to the current outstanding fees balance by client.

 

Columns

ClientObjectType

The object type of the client that the balance is for (people, businesses and trusts).

ClientInternalId

The internal identifier of the client that the balance is for.

Balance

The actual balance

 

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