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    • Viewing My History
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  • Inventory
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    • Searching Inventory
      • Search and View Inventory
      • View an Inventory Item
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      • Log In to Omnique
    • Adding Inventory
      • Decode the VIN
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      • Add Pricing Details
    • Viewing or Editing Inventory
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        • View or Edit Pricing Details
        • Edit a Buyers Guide
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      • Add an Expense
      • View the General Ledger
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      • View or Edit Title
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      • Add a Note
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      • Delete a Vehicle
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    • Evaluating a Vehicle
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  • Deals
    • About Deals
    • Running Deal Queues
    • Figuring a Deal
      • Add a Vehicle
    • Searching Deals
      • Search and View Deals
      • View a Deal
    • Adding a Retail Deal
      • Add Applicant Information
        • Add or Edit Applicant Credit Information
        • Add Applicant References
      • Add Co-Applicant Information
      • Add Deal Details
      • Add a Desired Vehicle
      • Add or Edit Trade-In Information
      • Create a Worksheet
        • Add RouteOne Lenders
        • Setting Up LenderSocket
        • Create a Lender Finance Worksheet
        • Add Deferred Downs
        • Add After Market Information
        • Add Taxes and Fees
        • Add Commissions
        • Add Lender Fees
        • Manage Worksheet Settings
        • Use a Roll Back Option
        • Decisioning
      • Use the ScratchPad
      • Manage Files
      • Manage an ECabinet List
    • Viewing or Editing Deals
      • View or Edit Deal Details
      • View or Edit Applicant Information
        • Add or Edit Applicant Credit Information
        • View or Edit Applicant References
        • Swap Applicants
      • Add or Edit Insurance Information
      • Add or Edit Trade-In Information
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        • Get Insurance for a Customer through FetchAQuote
        • Forward to Tax Max
        • Edit Vehicle
        • Remove Vehicle
      • Post a Deal Deposit
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      • Post a Return Item (NSF)
      • Post a Principal Adjustment
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      • Fund a Payoff
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      • Print Worksheet Forms
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    • Adding a Wholesale Deal
    • Using the Bottom Navigation Bar
      • Make Contact
        • Make a Phone Call
        • Document a Received Phone Call
        • Document a Received Text
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      • Perform an Action
        • Add Note
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      • Post a Payment
      • View Notes History
    • Contracting a Deal
    • Uncontracting a Deal
    • Exporting to CVR
    • Changing a Vehicle Location
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    • Printing a Deal Document Package
    • Viewing a Deal List
  • Deals Version 2
    • Figuring a Deal_V2
      • Add a Vehicle_V2
    • Creating a Worksheet_V2
      • Add Deferred Downs_V2
      • Add After Market Information_V2
        • Edit the Buyers Guide in a Deal
      • Add Accessories_V2
      • Add Fees and Taxes_V2
      • Add Lender Fees & Decisioning_V2
      • Add Commissions_V2
      • Change Worksheet Settings_V2
      • Print a Deal Document Package_V2
    • Adding a Wholesale Deal_V2
      • Manage a Wholesale Worksheet_V2
    • Creating Deal Document Packages_V2
  • Accounts
    • About Accounts
    • Running Account Queues
    • Searching Accounts
      • Search and View Accounts
      • View an Account
    • Performing an Account Transaction
      • Post a Payment
      • Post an Electronic Payment
      • Post a Payoff
      • Post an Extension
      • Skip an Auto Payment
      • Post a Charge Off
      • Post a Recovery
      • Post an Account Write Down
      • Create a Side Note
      • Create a CPI Side Note
      • Reverse a Transaction
      • Post a Return Item (NSF)
      • Reverse an Extension
      • Reverse Skip an Auto Payment
      • Reverse a Charge Off
      • Reverse a Recovery
      • Post a Charge Off Adjustment
      • Post a Principal Adjustment
      • Post a Non Earn Principal Adjustment
      • Post a Sales Tax Advance
      • Post an Interest Adjustment
      • Post a Miscellaneous Fee Adjustment
      • Schedule a Recurring CPI Payment
      • Post an Account Transfer
      • Post an Account Amendment
    • Using the Bottom Navigation Bar
      • Make Contact
        • Make a Phone Call
        • Document a Received Phone Call
        • Document a Received Text
        • Document a Received Email
        • Add a Follow Up Date
      • Perform an Action
        • Add a Note
        • Place a Vehicle Out for Repossession
        • Cancel a Repossession
        • Record a Repossession
        • Claim Personal Property
        • Redeem a Repossession
        • Update an Alert
        • Move an Account to Bankruptcy
        • Take off Bankruptcy
        • Assign Task
        • Update an RTC Date
        • Update a Credit Reporting Status
        • Use the Payment_GPS Device
        • Perform Passtime Actions
          • Request a Code
        • Update Insurance
        • Lock an Account
        • Unlock an Account
      • Send a Message
        • Send an Email
        • Send a Text
          • Send a Text to Pay Reminder
      • Manage a Promise to Pay
      • Post a Payment
      • View Notes History
    • Viewing or Editing an Account
      • Take Action
      • View a Snapshot
      • View Balances
        • Set Up Autopay
      • Manage EPS Payments
      • View or Edit a Borrower
        • Detail
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      • View Insurance History
      • Update Insurance
      • View Repossession History
      • View or Edit Credit Reporting Information
      • Manage Files
      • Manage an ECabinet List
      • View Notes History
      • Add or Edit Flags
    • Collecting on an Account
    • Booking or Loading an Account
    • Viewing EPS Accounts
    • Viewing EPS Transactions
    • Viewing EPS Scheduled Transactions
    • Performing the RFC Process
    • Reporting Bankruptcy
  • Customers
    • About Customers
    • Deleting Customer Information
    • Managing Consumer Privacy Information
    • Searching Customers
    • Viewing a Customer Record
    • Posting a Deposit
    • Refunding a Deposit
    • Viewing Customer Address
    • Viewing Customer Employment
    • Viewing Customer Income
    • Viewing Customer Credit Bureau Data
    • Viewing Customer Credit Reporting Data
    • Viewing Customer Deals
    • Viewing Customer Accounts
    • View Notes History
    • Viewing Customer References
    • Managing Files
  • Tasking
    • Managing Automated Tasks
    • Managing Bins
    • Managing TCN Broadcast
  • Reports
    • About Reports
    • Managing Dashboards
      • Customize My Dashboard
      • Customize a Dashboard Report
    • Managing Reports
      • Add a New Report
      • Edit a Report
      • Advanced Report Viewer
    • eCabinet
    • Using User Defined Fields
  • Settings
    • About Settings
    • Configuring Institutions
    • Managing Users
      • Add a New User
      • Assign User Security Rights
      • Reset a Password or Change an ID
      • Edit Existing User Information
      • Creating Deal Document Packages
    • Managing Channels
      • View the Channels List
      • View or Edit a Channel
      • Add a Channel
      • Remove a Channel
      • Reinstate a Channel
    • Managing Portfolios
      • View the Portfolio List
      • View or Edit a Portfolio
      • Add a Portfolio
    • Managing Queues
      • Search Queue Groups
      • View or Edit a Queue
      • Add a Queue
      • Add a Queue Group
      • Create a Queue Copy
    • Managing Queue Layouts
      • View or Edit a Queue Layout
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      • Create a Queue Layout Copy
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      • View or Edit Flags
      • Add a New Flag
    • Managing Communication Templates
      • View or Edit a Template
      • Create a Template Copy
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  • Accounting
    • About Accounting
    • Managing Bookkeeping Companies
      • Manage Chart of Accounts
      • Manage Class Code Map
      • Manage AR Payment Methods
      • Manage AP Payment Methods
      • Manage AP Channels
      • Manage Reason Codes
      • Integrate with QuickBooks or Intacct
    • Posting a Misc In Out Transaction
    • Posting the GL Batch
    • Manually Posting the GL Batch
    • Importing a GL Chart of Accounts
    • Verifying a Chart of Accounts with QuickBooks Online
    • Updating the Accounting Service
    • Deleting Batches
    • Undoing Batch Post
    • Understanding Non-Earning Principal (TX Only)
  • Video Tutorials
  • Glossary and Acronym Definitions
    • IDMS Acronym Definitions
    • Glossary of Auto Finance Terms
  • Integrations
    • Adding FEX PAY
    • Using Plum IVR
    • eSign with vSignature
  • Market Place
    • Enabling Agora
    • Enrolling in Sirius XM
  • Troubleshooting
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You are here: Accounts > Using the Bottom Navigation Bar > Perform an Action

Perform an Action

In Accounts, you can perform many actions from the bottom navigation bar. 

  • Add a Note on the Account
  • Place a Vehicle out for Repossession
  • Cancel a Repossession
  • Record a Repossession
  • Redeem a Repossession
  • Update an Alert
  • Move an Account to Bankruptcy
  • Take off Bankruptcy
  • Assign a Task
  • Update the RTC Date
  • Update the Credit Reporting Status
  • Use the Payment/GPS Device or Perform Passtime Actions
  • Update Insurance
  • Lock an Account
  • Unlock an Account