Selecting receivable project transactions
- Sign in as Receivables Specialist or Receivables Manager.
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For Receivables Specialist, select Cash Application > Select Invoices And Apply Cash.
For Receivables Manager, select Processing > Cash Application > Select Invoices And Apply Cash.
- Open a payment record.
- On the Receivable Project Transactions tab, right-click a highlighted row and select Select Open Amount For Application.
- Click Actions > Process Selections.