Payments

6 articles

Team member: Select the payment date

Click Additional Living Expenses in your Tasks menu. Click Payments. Click the vertical ellipsis. Select Edit. Select the date you want to make the payment. Click Save.

Updated by Jennifer B.

Team member: Delete a payment

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

Updated by Jennifer B.

Team member: See recorded payments

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 by Jennifer B.

Team member: 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 by Jennifer B.

Team member: Recorded payment pdf files

Click Additional Living Expenses in your Tasks menu. Click PAYMENTS. Click the vertical ellipsis on the payment line. Select Create PDF.. Click Files in your General Collaboration menu. Open Expense…

Updated by Jennifer B.

Team member: Pay part of what is due

Click Additional Living Expenses in your Tasks menu. Click Payments. Click the vertical ellipsis. Select Edit.. Enter the amount you want to pay. Click Save.

Updated by Jennifer B.