screen name: ifdd screen use: the ifdd screen is used to view the child’s trust account and will...

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Screen Name: IFDD Screen Use: The IFDD screen is used to view the child’s trust account and will show all payments/disbursements on behalf of the child. IFDD Screen Description: Client Financial Ledger Scenario: As a support staff person you have been requested to find out the total funds used for a particular child.

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Page 1: Screen Name: IFDD Screen Use: The IFDD screen is used to view the child’s trust account and will show all payments/disbursements on behalf of the child

Screen Name: IFDD

Screen Use: The IFDD screen is used to view the child’s trust account and will show all payments/disbursements on behalf of the child.

IFDD Screen Description:Client Financial Ledger

Scenario: As a support staff person you have been requested to find out the total funds used for a particular child.

Page 2: Screen Name: IFDD Screen Use: The IFDD screen is used to view the child’s trust account and will show all payments/disbursements on behalf of the child

This section of the IIS screens training will teach you how to access the IFDD screen

to view the child’s trust account.

Page 3: Screen Name: IFDD Screen Use: The IFDD screen is used to view the child’s trust account and will show all payments/disbursements on behalf of the child

Open a blank DHR screen, Type IFDD,case number,person letter,date and then press Enter.

IFDD,DF89745,b,100106

Page 4: Screen Name: IFDD Screen Use: The IFDD screen is used to view the child’s trust account and will show all payments/disbursements on behalf of the child

DF89745,b,100106DF89745 Pecan, Butter Van

Pecan, Pie V

J23569 Cobb, CornP98524 Mignon, FiletG47896 Chop, PorkJ23569 Cobb, Corn

The Client Financial Ledger Display screen appears. This screen lists the date of the month you entered. You may enter a date further back to review checks that have been written in earlier months and years.

Page 5: Screen Name: IFDD Screen Use: The IFDD screen is used to view the child’s trust account and will show all payments/disbursements on behalf of the child

DF89745,b,100106DF89745 Pecan, Butter Van

Pecan, Pie V

J23569 Cobb, CornP98524 Mignon, FiletG47896 Chop, PorkJ23569 Cobb, Corn

The Client Financial Ledger Display screen appears with check transaction number, description of payee and the amount received.

Page 6: Screen Name: IFDD Screen Use: The IFDD screen is used to view the child’s trust account and will show all payments/disbursements on behalf of the child

When you have completed viewing the IFDD screen, press the Pause Break key. A blank

DHR screen will appear so that you can complete work for other screens.

Click the ‘X’ to close and return to the

Main Menu