Overview
- Perhaps the most important first step when troubleshooting an account variance in Smartwebs, is to run Prepaids in order to globally apply open deposits and/or credits, to open charges.
- Since the Smartwebs accounting module does not automatically run prepaids on client's accounts, we recomend users do so before investigating variances, running financials, reconciliations, or submitting a Support request.
- If there are any Open ("Posted" or "Partially Paid") deposits and/or credits that can be applied to an Open ("Posted" or "Partially Paid") charge, the user can run prepaids to apply them.
How Do I Run Prepaids in Smartwebs?
- Navigate to Accounting > Receivables > Deposits & Payments.
- Select the "Apply Prepaids" button.
- In order to move any Open Credits (Credits added using a charge code) to an Open charge that used a different charge code, they will need to select the box next to "Enable Cross-Apply Credits". This is not allowed in all states.
- Select the "Yes, Apply Prepaids" button.