Complete this task to transfer money directly from an insurance, guarantor, or collections payment to Miscellaneous Income.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Payment: New or Payment: [ID] page, click the Misc Income tab. | You can also complete this task from the Distribution: [ID] / Misc Income table. |
| 2 | From the Misc Income tab, click Add (or press Alt + D). The Payment Transfer to Misc Income window opens.
| The Check Amount Remaining indicates the amount of the check that has yet to be distributed. |
| 3 | Enter the amount to distribute to miscellaneous income in the Amount to Transfer to Misc Income field. | |
| 4 | Enter the reason or any additional information related to the transaction in the Note field. | |
| 5 | When you are finished, click Save (or press Alt + S). | The amount entered in the window is recorded as an IPYMT, GPYMT, or EPYMT activity type on the Misc Income page. |
Payment Batch / Payment Batch Information Tab
Payment Batch / Image Batches Tab
Payment Batch / Import Exceptions Tab
Payment (External Collections) Page
Applying External Collections Payments
Transferring Payments to Suspense
Applying Rescinded Payments (Insurance Payment)
Applying Rescinded Payments (External Collections)
Adding Service Line Distributions (Insurance Payment)
Updating Service Line Distributions (Insurance Payment)
Adding Service Line Distributions (Guarantor Payment)
Adding On Account Distributions (Guarantor Payment)
Adding Service Line Distributions (External Collections)
Not applicable for this topic