button to display the Payment Allocation Settings. This new feature will allow you to automatically apply debtor payments based on a percentage of the claim balance against the total account balance. This percentage-based payment allocation is available for manually entered payment transactions only and must be set at the client level.
Note: This is a Version 10 Feature. For information on obtaining Version 10 or any other optional Module, please contact the Sales Department.
This feature must be turned on at the client level and will only be available for accounts under clients that have the feature turned on.
From a Client Account, click the Debtor Pre-Sets tab and click the button to display the Payment Allocation Settings.
Check the box in the middle of the screen for Pmt. Spreader Prorate by Default.
This will enable the payment spread option for all accounts under this client.
From the Financial tab and PMT transaction, enter the transaction detail and click the 
button to display the payment spread screen.
The process will automatically spread the payment across the claims based on their percentage of the full balance claim balance.
You can change the amount it is paying on any claim on this screen or you can click the Sequential button to revert to the non-prorated spread. Click save if the spread is correct and you want to post the payment.
Note: The process will include closed claims in the balance and in the payment spread. Please pay attention to your payment breakdown to be sure its what you want and paying the claims you want.