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Mobius User Guide |
Published Date: May 15, 2013
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15 Financials |
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Receive a Payment
Anchor Point: Workspace Application Section
- Select Individual from the Searches Section of the Shortcuts Panel.
- Enter Search Criteria and select Search.
- Select name of the individual.
- Select Identity Tab.
- Select Alternative ID Page and copy individual’s Social Insurance Number (SIN).
- Open up new tab in Google Chrome for Mobius Financials.
- Select Transactions and Accounts Application Section.
- Expand Shortcuts Menu and Underpayments, select Receive Payment for a Person.
- Enter the individual’s Social Insurance Number in Reference Number field.
- Select Search.
- Select individual’s record.
- Enter the following information in Payment Details Section:
- Amount: Amount returned for individual
- Method of Receipt: Cheque
- Effective Date: Date of the Cheque
- Cheque Number: Cheque Number or Money Order Number
- Date Received: Date Processed
- Select Save and Allocate.
- From the list, find corresponding overpayment for payment received. Ensure it is the correct overpayment by verifying with the Person Home Page.
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