Complete this task to transfer the balance of a service fee line from external collection to active AR.
Step-By-Step Guide
Step | Instructions | Additional Information | ||||
|---|---|---|---|---|---|---|
| 1 | From the External Collections / Transactions tab, search and select the Practice to which the external collection transaction(s) is associated. | |||||
| 2 | Select the external collection transaction (EXCOL) to be transferred back to active AR. | |||||
| 3 | Click Transfer. The External Collections Transfer window opens.
| |||||
| 4 | Enter the Accounting Date to be used. |
| ||||
| 5 | Enter the reason the balance is being transferred back to active AR in the Note field. | |||||
| 6 | Click OK. |
|
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Not applicable for this topic |
Search this documentation
| Livesearch | ||
|---|---|---|
|