The allocations feature in Doorways allows you to set up a hierarchy of charges for payments (accomplished during HDS Doorways installation process) to be auto-allocated to, or manually allocated in the payment wizard and/or tenant ledger.
Step by Step Guide to Auto-Allocating a Payment from Post Payment Wizard
- Launch the post payment wizard.
- Proceed through the post payment process, however, when you come to the last step of the wizard, click the bubble that says "Automatically Allocate Payment (recommended)".
Image Added - Click "Post Payment".
- This payment has then been automatically allocated to outstanding charges based on your payment allocation settings.
Step by Step Guide to Auto-Allocating from Tenant Ledger
- Navigate the household you wish to auto-allocate payments to, and post a payment, but do not select the auto allocate option, and manual allocation fields blank.
- Navigate to the tenant ledger for the household.
- Click the "Allocations" link.
- If there are payments that still need to be allocated, and there are charges to allocate to, you will see the amount next to the green "Auto Allocate" button.
Image Added - Click "Auto Allocate".
- The payment has then been automatically allocated to outstanding charges based on your payment allocation settings.
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