Payments

6 articles

Team member: Can I choose what day to use when making a payment?

Yes. To select the date you want to make the payment, Click Additional Living Expenses in your Tasks menu. Click Payments. Click. Select Edit. Select the date you want to make the payment. Click Save.

Updated 9 months ago by Jennifer B.

Team member: How do I delete a payment?

Click Additional Living Expenses in your Tasks menu. . Click PAYMENTS. . Click on the payment’s line. . Select DELETE. . Click DELETE in the Delete Payment confirmation dialog box. .

Updated 9 months ago by Jennifer B.

Team member: How do I see a document of a payment I recorded?

Click Additional Living Expenses in your Tasks menu. . Click PAYMENTS. . Click on the payment’s line. . Select View PDF. . Select Summary or Expense Detail for the document you want to view.

Updated 9 months ago by Jennifer B.

Team member: How do I void a payment?

The payment will still be displayed on the Payments page but the amount will be struck through. On the Expenses page, the payment will be moved from the Paid section to the Approved section. Click Ad…

Updated 9 months ago by Jennifer B.

Team member: How do I create a PDF of a payment I recorded?

Click Additional Living Expenses in your Tasks menu. Click PAYMENTS. Click on the payment’s line. Select Create PDF.. Click Files in your General Collaboration menu. Open Expense Detail PDF or Summar…

Updated 9 months ago by Jennifer B.

Team member: Can I pay only part of what is due?

Yes. To pay only a part of what is due, Click Additional Living Expenses in your Tasks menu. Click Payments. Click. Select Edit.. Enter the amount you want to pay. Click Save.

Updated 9 months ago by Jennifer B.

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