How to automate AR apply chargesFollow
Tops[One] allows you to save time and schedule reoccurring charges. The following steps will walk you through setting up reoccurring charges and how to verify it’s an automated charge.
- On the Navigation pane. Click Accounts Receivable then Charges
- Check that you are in the correct community on the top left of the page.
- You can click the arrow and select another community as needed.
- Select Apply charges and then Take Action (OR click Actions>Apply Charges)
- This will open the Charges page
- Under Function select Apply Charges
- You can also choose any of the other options as needed. Late fee, interest, ect.
- Select the desired Post Date.
- Scheduling - three option
- This time only
- Accrues the charges and notifies to review and post the charges.
- Accrues and posts the charges without any further user interaction.
- Select all codes you wish to include in this application of charges.
- Schedule Job
- Fill in the information requested
- When finished, click at the top right
- The Automation page will open, and you will be able to see the scheduled job listed.