Payment Allocation Mapping

SmartSimple allows system administrators to configure disbursements Types to be used with payments, in order to integrate information from accounting with annual budgets.

Configuration

This feature is configured on the Type Settings page. In this example, a Level 3 type called "Disbursement" will be associated with a uta provider record.

Click the Payment Allocation Mapping link under the Type Settings for Level 3. The Payment Allocation Mapping tab will appear at the top of the page:

For Provider UTA: set the Budget Allocation Manager uta.

For Default Status: set to Draft.

For Default Type: select Disbursement L3.

For Payment Amount Field: set to Amount field.

For Instruction Text enter content to appear in quick payments screen.

Hit Save.

See Also

• QuickBooks Column Headings