How To Allocate The Tender Amount To Multiple Accounts
When you add a payment event, the system automatically creates a single payment for the account that remitted the funds. If someone is remitting funds for someone other than themselves, you must change/add payments. This section describes how to do this.
Note:
This section assumes you chose to add the payment event using the
Payment Event - Add Dialog. Refer to
How To Add A New Payment Event for the complete list of options.
In the
Payment Event - Add Dialog, be sure to select Do Not Distribute before clicking
OK.
On the payment event Main page, do the following:
• If the remitting account shouldn't have received any part of the payment, Remove it from the payments grid by clicking the - button. Alternatively, you can just change the account id to reflect the recipient.
• If multiple accounts receive the remitted funds, Insert one row in the payments grid (click the + button) for each additional account.
• When the payment event is balanced,
Save it. Then
Distribute and
Freeze the payment(s). Refer to
Payment Event Actions for more information on these action buttons.
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