Configuring Customer Account Profitability settings

The Customer Account Profitability > Settings tab allows you to specify the processing period and whether servicing credits should be posted to processing departments.

Setting up Customer Account Profitability

To configure general processing settings:

1. On the Command Center, click Customer Account Profitability.
2. On the Customer Account Profitability page, click Settings.
3. In the Select processing period drop-down list, click the year and month (format YYYYMO) you want to process.
4. Slide the Post servicing credits to processing departments? toggle to Yes, if desired. This setting creates an offset for the processing department.

5. Click Save.