Payment_Allocation_Report

Payment Allocation Report

A Payment Allocation Report shows how payments received by the court were distributed across fines, fees, restitution, court costs, or other balance categories. It helps court staff verify that payments were applied correctly according to court rules and payment allocation settings. Courts print the report to support financial reconciliation, review payment activity, ensure accurate accounting, and provide documentation for auditing purposes.

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.

 

 

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