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Add Bill ID to Account search when allocating payments

Dan Madigan-OracleMay 23 2023 — edited Jan 19 2024

Summary: We want the ability to use the Bill ID to search for an account when allocating tender amounts to multiple accounts using the Payment Event and Payment Quick Add pages.

Use Case/Business Need: This search will increase efficiency when having only the Bill ID available. Currently, we have to search for the Bill first, find the associated Account ID, and then enter it into the Payment Event or Payment Quick Add. For one tender, we can have 1500 accounts to which a payment needs to be allocated, and our customer only sends Bill IDs with the allocation amount.

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Added on May 23 2023
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