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payment allocation mapping configuration
{{UnderConstruction}}
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 [[UTA Settings - Settings|Type Settings]] page. In this example, a {{L3}} type called "Disbursement" will be associated with a uta provider record.<br />
Click the ''Payment Allocation Mapping'' link under the [[UTA Settings - Settings|Type Settings]] for {{L3}}.
The ''Payment Allocation Mapping'' tab will appear at the top of the page:<br />
For ''Provider UTA:'' set the Budget Allocation Manager uta.<br />
For ''Default Status:'' set to Draft.<br />
For ''Default Type:'' select Disbursement L3. <br />
For ''Payment Amount Field:'' set to Amount field.<br />
For ''Instruction Text'' enter content to appear in quick payments screen.<br />
Hit ''Save''.
==See Also==
* [[QuickBooks Column Headings]]
[[Category:Integration]]
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 [[UTA Settings - Settings|Type Settings]] page. In this example, a {{L3}} type called "Disbursement" will be associated with a uta provider record.<br />
Click the ''Payment Allocation Mapping'' link under the [[UTA Settings - Settings|Type Settings]] for {{L3}}.
The ''Payment Allocation Mapping'' tab will appear at the top of the page:<br />
For ''Provider UTA:'' set the Budget Allocation Manager uta.<br />
For ''Default Status:'' set to Draft.<br />
For ''Default Type:'' select Disbursement L3. <br />
For ''Payment Amount Field:'' set to Amount field.<br />
For ''Instruction Text'' enter content to appear in quick payments screen.<br />
Hit ''Save''.
==See Also==
* [[QuickBooks Column Headings]]
[[Category:Integration]]
