Navigation: Accounting > AR > AR Setup > Manage Payment Application Rules

Use this page to create and manage how payments are applied in the uManage system. Payment application rules allow you to control how payments are applied to charges based on your preferences.

Important: If no rules are set up, the system will use the default payment order defined on the Manage Firm Trans Type page.

 

Creating a Payment Application Rule

Creating a rule involves two steps:

  1. Create the Payment Application Rule
  2. Add Firm Transaction Types


Create a Payment Application Rule

  1. Go to Accounting > AR > AR Setup > Manage Payment Application Rules
  2. Click Add Payment Application Rule from the Action Button
  3. Enter a title for the rule
  4. Go to the AR Type tab and select the AR types that will be included (Note: AR types must already be created)
  5. Click Save to finish or Save Add to create another rule

 

 

Managing an Existing Payment Application Rule

  1. Navigate to Accounting > AR > AR Setup > Manage Payment Application Rules
  2. Find the rule you want to update and click the Pencil icon to edit it

In the rule settings, you will see:

  • Title of the rule
  • Associated Transaction Types

To add a new transaction type:

  1. Click Add Trans Type
  2. Complete the following fields:
    • Trans Type: Select from the dropdown
    • Method:
      • Oldest First: Apply payments to the oldest charges first
      • Newest First: Apply to the most recent charges
      • Split Evenly: Split the payment between oldest and newest
      • Priority: Enter a number to define payment order (1 = highest priority)
    • Priority: Enter a number to set the order in which partial payments are applied to open charges. The lower the number, the higher the priority, ie; 1 has the highest priority and 100 has the lowest. 
    • Include Auto Application: Check this box to include the Trans Type in automatic application

 

  1. Click Save to update the rule