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Misc. code setup - entering a new AR code in TOPS [ONE] accounts receivable

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TOPS [One] Version 3.1.4.2, Revision 0, last updated 06-01-2017

The Portfolio module is used to manage agents in your company. The following steps walk you through adding a special assessment code to a community.

Step-by-Step

  • Click Portfolio and select Communities.
    • Select the community that you want to add a code to.
  • Under Related Links, click on Codes.
  • Click on Actions and click on Add Code.
  • Under Code Type, ensure Misc. is selected.
  • Under Code Alias and Name, enter in the code’s identifiers.
    • Code (Alias) – This is the code’s unique identifier. This field has a 10 character maximum and a 2 character minimum.
    • Code Name
    • Code Description
  • Under Code Details, make the proper selections.
    • Allow Direct Deposit – Selecting this will enable this charge to be included in an ACH file.
  • Under Linked Accounts, enter in the GL Accounts associated to this assessment code.
    • Income Account – You can Type in the GL Account Number, GL Account Name, or click on the folder (Portfolio_GL_Search.png) to select the GL Account.
    • Receivable Account – You can Type in the GL Account Number, GL Account Name, or click on the folder (Portfolio_GL_Search.png) to select the GL Account.
  • At the top right, click on Save (Portfolio_Save.png).
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