Specify account to receive Extra Funds

The following changes allow prioritization of the ClientCredit account that receives extra funds when Disbursements are automatically generated. This applies to Clients with Monthly Payments and not Clients with Split Payments.

New field: Default Extra Funds

 

When set to Yes, a message is displayed in the Monthly column.

When closing an account that has the value set to Yes, the following is displayed:

When generating Disbursements, extra funds that can be allocated will be added to the specified account.