Payment Allocation Report

Use the Payment Allocation Report to review the payments that have been set apart, or earmarked, to distribute to specific assessments.

Do this...

1. Open Connect Court Management > Reports > Payment Allocation Report.

2. Select a report title.

3. Select the Report Dates.

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the current date range as the report date range?

Yes, I want to use the current date range. Continue to the next step.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.

4. Set up the option to Print Unapplied Payments Only.

An unapplied payment is a payment that has been received and needs to be allocated. Use Print Unapplied Payments Only to print transactions for unapplied payments on the report; transactions for applied payments will not print on the report.

5. Click Print (CTRL+P).

The report prints.