Itemization Page: Recording and Managing Itemization Details

Updated on 18 Jul 2023
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The Itemization Page in ACE is used to manually record and store itemization details and transactions.

Itemization details can be entered either directly on the Itemization Page or imported through ETL using an Account or Account Update ETL loader in ACE.

Itemization transactions, which occur between the itemization date and the assignment date, can also be recorded on the Itemization Page using an ETL loader (refer to the Itemization transaction layout for further guidance).

Image Displays Itemization Page

It's important to note that for third-party debt collectors, itemization data received during the assignment process and used to populate the Itemization Page is not associated with the assignment date. Instead, it must be associated with the specific Itemization Date.

Please be aware that the Balance of Itemization Date is unlikely to match the assigned balance.

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Manual New Account and Itemization Transaction Entry