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Batch Cash Posting - PM

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Post multiple payments, adjustments, or transfers.

  • This form allows for mass payments/write-offs.
  • Transfers cannot be posted using Batch Cash Posting.
  • Specific clients can be excluded from the process by adding them to the list of excluded clients.

  1. Go to: Avatar PM > Billing > Remittance Processing > Batch Cash Posting

  2. In the Date Of Receipt Or Adjustment field, enter the payment date.

  3. In the Cash Posting Date field, enter the posting date.

  4. In the Amount To Post field, enter the total payment amount.

  5. In the Individual Or All Client(s) field: 

    Select Individual Client to post payment for a client (Client ID field).

    Select All Clients to post payments to all clients.

  1. In the Client ID field, enter the client name, and select.

  2. In the From Date field, enter the service start date.

  3. In the Thru Date field, enter the service end date.

  4. In the Guarantor # field, enter the guarantor name, and select.

  5. In the Percent Allocation field, enter the percentage the payment will cover.

  6. In the Posting Code field, enter the posting code, and select. A receipt will be generated if the posting code has Generate Receipt selected (Posting/Adjustment Code Definition form).

  7. In the Check # field, enter the check number. Once this form is filed, the check number cannot be edited.

  8. In the Receipt field, enter the receipt number. Once this form is filed, the receipt number cannot be edited.

The following fields applies to payments with remaining liabilities:

  1. In the Writeoff Or Ignore Remaining Balance field: 

    Select Ignore to keep the remaining balance.

    Select Write-off to write the remaining balance off the account

  1. In the Adjustment Code for Writeoff field, select the write-off code.

  2. Click Process. The Batch Cash Posting report displays details associated with the posting.

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