How To Create A New Transfer of Payments Reason Code

Owned by Knowledge Assistant
Aug 21, 2024
1 min read



Description of Issue

When an eligible payment has been found in Transfer of Payments and the user clicks Transfer, it requests a reason code. The code the user needs is not listed.



Context

  • Munis

  • UBCIS

  • UB Classic

  • Transfer of Payments

  • Transfer of Overpayments



Cause

The specific reason code has not been created yet.



Resolution

  1. Close the Transfer of Payments or Transfer of Overpayments program

  2. Navigate to Property (or General) Revenues > Accounts Receivable > Setup > Accounts Receivable Miscellaneous Codes > Transfer Codes

  3. Click Add, then enter the Code, Description, and Short Description for the code you wish to create

  4. Click Accept 

Your new code should now be available in the Reason dropdown box.  If not, please contact Munis Support. 



Additional Information