How do I print the Unupdated Payments Report?

Unupdated Payments Report

This is part of the End of Month Checklist.

Use this report to search for payments that have not been udpated to other Connect applications. Unupdated payments will not be reported as paid in the related Connect application even though the payment was received in the Cash Receipting application. When a user looks up an account in the related Connect application, the account will show an unpaid amount. That's why it's important to find unupdated payments and get those payments updated to the other Connect applications. For example, this report shows four payments that have not been updated to Cemetery Management and Utility Management. 

Unupdated Payments Report by Date

You should run this report at least once a month. It's a step in the End of Month Checklist. However, some organizations run this report every week to make sure the payments will quickly show up as paid in the related Connect applications. 

 

Printing the Unupdated Payments Report

1. Open Connect Cash Receipting > Reports > Unupdated Payments Report.

2. Set up the Report Dates.

3. Set up the section titled Categories.

Filter the report by category. This section will show only categories for applications (subsystems) that interface to Cash Receipting.

Categories

4. Set up the Selection Criteria, Report Order, and Report Sections.

5. Click Print (CTRL+P).

The report prints a list of payments that have not been updated. The report will show the category and distribution information so you know which subsystem is affected.  

Did the report find an unposted payments?

• No, the report did not find any unposted payments. Perfect. You're ready for the next step. 

• Yes, the report found an unposted payment(s). Before you continue, run Update Payments to update the unposted payment to the Connect applications. 

 

202108, 2021Oct13 

Related links

How do I post payments to interfaced applications?

 

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