Use this page to assist in the process of adding/managing a payment application rule within the uManage system. A payment application rule is a function that tells the system how to apply payments based on the preference of the administration. Note: Without these settings turned on, the system will default the dispersion of the payments. 


To Add Additional Rules:

1. Select the Accounting tab > Select the A/R icon > Select the A/R Setup Option > Then, select the Manage Payment Application Rule option >

2. This window will then display the various payment application rules that have been created. To create a new rule, select Add Item icon >




3. Here, give the New Rule a title. (Note: the Trans Types area of the rule will not be visible until this rule has been established) >



4. To add different AR type to be used with this payment application rule, click on the AR Type tab to add the new types (Note: This type must be created prior to this area being available to be edited)



5. After the necessary information has been input, Select Save to apply rule >


To Create a New Item For The Trans Types:

1. Go to the Accounting Tab > Select the A/R option > Select A/R setup option > Then, select Manage Firm Trans Type > 

2.Here, the various trans types that have been previously established are displayed. To create a new trans type, select the Add Item icon > 



3. This will then produce a Window in which a New Rule can be created >



4. Click Save to create a new trans type >


To Manage Payment Application Rules:

1. Select the Accounting tab > Select the A/R icon > Select the A/R Setup option > Then, select Manage Payment Application Rule option >

2. Here, locate the corresponding rule to be updated. Once located, select the Pencil icon to edit information >



3. Here, a new window will open in which you can view an overview of the current Association's Title and Various Trans Types. Additional trans types can be added to the rule by click on the Add Trans Type icon  > 



  • The Overview area simply Displays the Current Title and Included Trans Types, however, if these fields are not already Created, they may be blank >


4. Click the A/R Type Icon at the top left-hand corner of the Payment Application Rule Box will prompt an area where various different AR Types can be input into a given Application Rule >



5. Once the appropriate AR Types have been added to the rule, click Save to given Association >