TCM1000026 - How to check for an open account status
Step 1
On the ‘Function Menu’
- select ‘Household’ on the toolbar
- select ‘View Account’ from the options available. You will be taken to the ‘Key Entry Data - Application’ screen
- enter the customer’s NINO
- select the ‘All’ checkbox
- select ‘OK’
- check for any years with an Account Status as ‘Open’.