How do I enter payments?

Enter a payment on an account. You can also use Enter Payments to edit or delete payments that have NOT been updated to the General Ledger.

To edit or delete payments that have been updated to the General Ledger, contact the General Ledger clerk for assistance.

In this Topic

Updated 19Jul2018

1. Open Connect Property Improvements > Accounts > Enter Payments.

2. Enter the Account.

You can Search (F9) this field.

Account

The account payment history displays in the transaction grid on the left side of the screen.

Account payment history transaction grid

3. Enter the payment information.

Check number, Source ID, and Description

Check number: Enter a check number if the payment type is a check. (Optional)

Source ID: Enter a source if the payment has one. (Optional)

Description: Enter a transaction description. Example: Check, Cash, Money Order

4. Enter the Amount.

Amount

To add a comment to the transaction, click Comments.

5. Click Save (CTRL+S).

The payment is saved and the payment transaction displays in the transaction grid on the Enter Payments view.

Payment transaction grid

202002, 2019Nov13