Objective: Reallocate payments from one charge to another using the Payment Adjustment button
To navigate to the homeowners ledger and begin to perform a payment adjustment (reallocation of funds), first select the homeowners account and then go to Homeowners > Ledger > Summary > Payment Adjustment where you will be presented with the below pop-up window for Adjust Payment.
For the adjustment, you do not need to have a credit present or select a particular payment to move. You will be moving funds from one charge to another. As noted in the screenshot above, you will put the amount you wish to move in the FROM column for where you are taking the money out of, and put the same amount in the TO column for where you want that money to be allocated toward. You can split the allocation across charges if needed, just be sure that the total in the TO and FROM columns match.
Once you have the pop-up window ready, click the Update button on the window and it will perform the reallocation. You should then see the results on the summary tab as noted in the screenshot below. Note: for this adjustment we moved $100 from the Special Assessment to Monthly Assessment.
Sometimes when a user is trying to do a Payment Adjustment, and chooses Move to Another Owner, and then selects Payment to Adjust, there may not be any options available.
In the case that there are no options to choose from, that means a check has not been received since the homeowner has been in Vantaca. To work around this issue, simply manually key in the amount to move the payments.