How do I print the Unupdated Payments Report?

Unupdated Payments Report

Use this report to search for payments that have not been unupdated 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. 

Why is an unupdated payments report important?

  • identifies processing delays. Highlights payments that need follow-up. 

  • Ensures accuracy in financial records. Prevents missing or duplicate transactions. 

  • Aids in reconciliation. Helps match payments with deposits and general ledger updates.

  • Prevents revenue misstatements. Ensures all received funds are recorded correctly. 

  • Supports audit and compliance. Creates transparency in financial reporting. 

 

 

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 

 

 

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