Utilities
Scheduled Payments Update
Select Scheduled Payments Update from the Utilities, Transaction menu to open the Scheduled Payments Update screen. This screen is used to update a group of scheduled payments.
Client type and support type filtering can be added for a user ID on the Users screen under the Security menu. If client types and/or support types are assigned to your user ID, you will only be able to update payments for those types of clients. If no client types or support types have been assigned to your user ID, you will be able to update payments for all clients. The top right of the screen will display Access Limited to assigned Client Types and/or Support Types if your user ID has been set up for client and or support type filtering.
Select Payments
Select Vendor Payments or Client Payments. If Vendor Payments are selected, you can select the payments for a
Vendor and/or a Category. If Client Payments are selected, you can select a Category. Only active payments (with a next payment date) will be shown. Payments with a Total Due are not included on this screen and have to be updated using the Schd Pmts button on the Client Information screen. Use the Filter/Sort menu options to further filter payments to update.
Update Payments
Once you have payments displayed, enter the information that you want to automatically change. Automatically update any or all of the following: Category, Payment Method, Frequency, Vendor Address, Mail to Client, Batch
Check, Payment Amount, Next Payment date, Sort by Client. If you leave any of these items blank, the information will not be updated. The payment amount will only be updated if you enter an amount greater than zero.
Update/Update All
Payments can be updated manually on this screen or use the Update or Update All buttons to automatically update one or more payments.
Click the Update button to the left of a payment to update the information on that individual payment. Click the Update
All button to update all payments shown on the screen. You will receive a prompt asking you to confirm the update before it is processed. The Last Updated date/time will be updated when a payment is changed. The Update All button will be logged in the audit events as a Scheduled Payments Update event. This can be viewed using Reports,
Miscellaneous, Audit Events.
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