Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

SiteLink Support & Sales

Welcome to StorageForum!
If you're new take a look at the StorageForum Terms of Use and don't forget to check out Daily Dilbert!

Transfer Payment after Daily Close

kenmorekenmore WARegistered User, myHub Certified ✭✭
Can Adjustments / Ledger Adjustments be used to transfer a payment to another unit after a Daily Close?

Comments

  • MegumiMMegumiM ALRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭
    I don't think you can. I had someone with multiple units pay online but her payment only applied to one unit. The Daily Close had already been done and it wouldn't let me do anything. I had to reverse the payment as NSF without applying the fee and then had to re-apply the payment correctly.
  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭
    @kenmore, @MegumiM, it depends on your permissions in SiteLink. You can transfer any payment that was applied to a single unit to any other single unit regardless of daily close if you have the proper permissions set up. Hope this helps!
  • DianeDiane AustraliaRegistered User
    How do I enter a missed payment with earlier date?
  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭
    @Diane, tech support can help you with this issue directly at 919-865-0789 (option 2).
  • kenmorekenmore WARegistered User, myHub Certified ✭✭

    Transferring a payment from one unit to another is easy. But breaking up a payment for 3 units that was applied to only one isn't so straightforward. Transfer payment only lets you transfer the entire payment to another unit, not part of it. I think the only way to do this cleanly is using the NSF function.

  • PhilRPhilR New ZealandRegistered User ✭✭
    @kenmore Yup unfortunately you can only transfer the entire payment to 1 unit. The only option we've found is to NSF the payment and re-enter the payment so it applies to multiple units.

    @Diane did you find out how to back date the payment? It's really easy.
  • kenmorekenmore WARegistered User, myHub Certified ✭✭

    @Diane how to back date the payment?


Sign In or Register to comment.