You are here:
  • KB Home
  • FAQ
  • How do you override allocations/disbursements for a payment?
< Back

In certain circumstances, you may need to override the allocation or disbursement amounts for a single payment. Normally these items are controlled directly by the allocation/disbursement rules you have set in Financials > Settings/Judgment, or globally in Settings > Clients. These settings trickle down from the client, to the account, to the transaction, respectively.

However, perhaps you have run into one of the following examples:

  • Your client has requested a set amount disbursed to them for the very first or last payment received
  • You have very intricate rules with your client in regards to how payments are broken down, perhaps only 10% of every payment is applied to interest, and the rest is always applied to principal
  • You received a specific type of payment and your agency will be getting 100% of the amount paid for just that one payment
  • You need to give 25% of each payment to an attorney involved, regardless of the attorney fees or other disbursement settings you’ve set thus far

Once a payment is posted, you can manually override these allocation and disbursement variables by:

1) Navigate to the Financials page of the account in question.

2) Go to the payment in question, and click the Override Payment Allocation button .

3) This will bring up a box where you can specify what allocation and disbursement amounts you want.

4) Click Save Override.

NOTE: When a payment has been altered with this feature, an orange glowing outline will appear around the Override Payment allocation button to show something has been changed.

 

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.