Payment Distributions
Note: Distributions for Receivables are currently view only; you can't add, edit, or delete them. We'll monitor your feedback throughout this time to determine next steps as we prepare for general availability. As you review this content, keep in mind it's written for users with add, edit, and delete permissions.
Distributions determine the amounts to allocate to accounts and projects for receivable payments. You can select default distributions for new payments or enter them manually when you add a new payment.
Default distributions for accounts
From the Default account setting for receivables, you can select at least one default account for receivables. This account defaults on the credit side for payments and debit side for charges and credits.
To access this setting, navigate to Receivables, Settings. Under Business rules, select Default accounts.
For more information, see Default Account Settings.
Manually enter distributions
When you add or edit a payment, you can specify credit accounts, classifications using grants or transaction codes, and custom fields for reporting purposes. You can also select to distribute the information evenly. For more information, see Distributions.