How do I 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.
Apply unapplied payments to associate previously received funds with the correct assessment account, charge, or installment.
Unapplied payments occur when a payment is received but cannot be automatically assigned to a specific account balance. This may happen because account information was unavailable, the payment was received before charges were generated, or the payment was intentionally held for later distribution.
What Happens When You Apply Unapplied Payments?
When unapplied payments are applied:
Funds are assigned to the appropriate account balance.
Outstanding assessments, installments, interest, or fees can be reduced or paid in full.
Account balances are updated to reflect the payment.
Payment history accurately reflects how funds were distributed.
Reporting and account records remain accurate.
When Should You Apply Unapplied Payments?
Apply unapplied payments when:
The correct account has been identified.
New assessment charges or installments have been generated.
A payment was received before the account was activated.
Funds need to be distributed to one or more outstanding balances.
Before You Apply Payments
Review the payment details and verify:
The correct account is selected.
The payment amount is accurate.
The intended charges or installments are identified.
Any remaining unapplied balance is accounted for.
Note: Applying unapplied payments updates account balances and payment records. Verify payment information before completing the process.
You can print the Payment Allocation Report or use Inquiry.
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).
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