Apply unapplied payments

An unapplied payment is a payment that has been received and needs to be allocated. Use Apply Unapplied Payments to assign a payment to a billing for any period.

Finding unapplied payments

You can print the Payment Allocation Report or use Inquiry.

Updated 19Apr2018

Applying unapplied payments

1. Open Connect Property Improvements > Accounts > Apply Unapplied Payments.

2. Set up the Selection Criteria (optional).

4. Set up the Apply Payments as of MM/DD/YYYY.

 

5. Click the Payments tab.

This grid shows you the unapplied payments. You can automatically or manually apply unapplied payments. Click to select all unapplied payments. Click to manually allocate an unapplied payment. Click to reload accounts.   

6. Click GO (CTRL+G).

Updated 19Apr2018

 

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