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.
Step by Step
1) 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.
2. Click actions then Apply Charges
This will open the Charges page
3. Under Function select Apply Charges
You can also choose any of the other options as needed. Late fee, interest, ect.
4. Select the desired Post Date.
5. 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.
7. Schedule Job
Fill in the information requested
8. When finished, click at the top right
Where do I see my scheduled/automated jobs?