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How to automate AR apply charges

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 Description 

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

 

  • 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
    • Schedule
      • Accrues the charges and notifies to review and post the charges.
    • Automate
      • Accrues and posts the charges without any further user interaction. 
  •  Settings
    • 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. 

 

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