How do I view unapplied payments?
View unapplied payments to identify payments that have been received but have not yet been applied to an assessment, billing, fee, or other account balance.
Reviewing unapplied payments helps ensure that received funds are properly distributed and that account balances accurately reflect payment activity. It also helps prevent payments from remaining unassigned longer than necessary.
What Happens When You View Unapplied Payments?
When you view unapplied payments:
Payments that are not currently assigned to account balances are displayed.
Available funds can be reviewed for application to outstanding charges.
Payment amounts and transaction details can be verified.
Unresolved payment issues can be identified.
Account research and reconciliation efforts can be completed more efficiently.
When Should You View Unapplied Payments?
View unapplied payments when:
You need to determine whether a received payment has been applied.
Funds need to be assigned to an assessment or billing.
You are researching account balances or payment discrepancies.
Payment reconciliation is being performed.
You need to identify payments that require follow-up or correction.
Before Viewing Unapplied Payments
Consider the following information:
Payment dates
Payment amounts
Account information
Payment references or receipt numbers
Outstanding balances that may require payment application
Reviewing these details helps ensure that unapplied payments can be identified and resolved accurately.
Note: Viewing unapplied payments does not apply or modify payment records. It provides visibility into payments that are available for application and may require further action.
1. Open Connect Property Improvements > Inquiry.
2. Look up an account.
3. Click to select the Payoff tab.
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