Tracking Payment Allocations¶
The Allocation snap-in is located below the Payment snap-in. The information in this snap-in is updated depending on which record row is in focus in the Payment snap-in and reflects allocations that have been made relative to various payments.
Rows only appear in the Allocation snap-in after a payment has been saved. It is a read-only snap-in; records cannot be edited but may be deleted depending on your permissions and your organization's policies. If a row is deleted for funds that were allocated to escrow and earmarked for a specific case record, the funds are no longer earmarked and are reallocated to an overpay account.
This snap-in helps ensure that a complete and accurate record is kept of financial transactions.
|Court #||If a court number has been entered in JustWare, this read-only field will be automatically populated.|
|Allocated To||The financial obligation or account that a payment was allocated to.|
|Date Allocated||The date that funds were allocated.|
|Amount||The amount of funds that were allocated.|
|Amount Left To Pay||If the funds were allocated to a financial obligation, the amount displayed is the amount still owed (if any) on that obligation.|
|Receipt Number||The receipt number for the payment. Note: Receipts can be viewed by clicking the hyperlink. The Financial Name Summary report has hyperlinks to all receipts that have been generated for the name record.|
|Payment Schedule||If applicable for a payment, this field displays the payment schedule name associated with this allocation.|