Support Webinars

Allocation, Production, and Collection

March 20, 2019

During this hour-long session, learn more about payment allocation with topics including:

  • Definition of allocation, collection, and unallocated
  • Allocation vs collection
  • Understanding allocation from the ledger
  • Collection reports
  • Allocation reports
  • Unallocated reports
  • Collection adjustments vs. production adjustments
  • How to transfer production from one provider to another
  • How to transfer collection from one provider to another