You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Allocate and Reconcile Payments Process didn't adjust the billing charges

Accepted answer
22
Views
4
Comments
in Benefits 4 comments

Summary:

Hi,

I have run the process -"Allocate and Reconcile Payments" after uploading the payment using "uploadPayments.xls" spread sheet loader for an employee.

This process has created the payment record successfully but didn't apply the paid amount on the charges and still see the same charges. It's working fine if I add the payment manually and the Billing Calendar status is changing to "Partially Paid". Could you please provide the steps if I'm missing any steps to complete this transaction successfully.

The screenshot of the process which was completed successfully.




Content (please ensure you mask any confidential information):

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!