Agency Payment / Transfer / Adjustment Posting

Modified on: Thu, 5 May, 2022 at 4:23 AM

This feature allows you to transfer and adjust the underpayment situation for the agency payment. Say that the agency check for a family is $80 for a month but the family's bill for that month is $100, you can do two things here using the Agency Payment / Transfer / Adjustment Posting feature,  

1. Transfer - You can transfer the difference to the parent/family as an 'Other Charge' and they need to pay this fee in their next payment. 

2. Adjustment - You can transfer the difference as a credit to the 'Agency'

The 'Check Amount' and 'Payment' need to be the same in order to process the adjustment and transfer. Here, 

Check Amount - $80
Transfer - $10 
Adjustment - $10

On the Family Ledger