NOTE
that an administrator can change policy settings. Caution should be exercised
when altering defaults or established settings, as changes can have far-reaching
effects on the way the system handles these items. Global policies are functions that determine how eSite responds for all properties set up within the system.
Setup—Policies—Global Policies—Batch, Bulk, Transfer Tab
The option Allow difference between balance due & paid must be selected for the system to accept approximate amounts. That is, you are allowing the entry of payments that are for an approximate amount due when using the Bulk Payments tab. In addition, this policy must be selected for the system to accept bulk payments for residents with credit balances.
The option Automatically allocate if there is a difference must be selected for the system to allocate the payment entered on the Bulk Payments tab by using previously established income code priorities.
The option Allow user to change transfer defaults must be selected for the system to allow default settings to be edited.
NOTE
that an administrator can change policy settings. Caution should be exercised
when altering defaults or established settings, as changes can have far-reaching
effects on the way the system handles these items.
See Also
To Enter Bulk Corporate Client Payments
Bulk Pay/Bill Task Selection Tab
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