Have you ever tried to reconcile an AR account that had a misapplied payment, an over-payment or a duplicate payment sitting on their account for an extended period of time. The longer they reside there, the harder they become to reconcile.
ID627 will make your AR team aware of any un-applied payments that are created so that the AR Rep can call the customer and ask them how they want to apply those funds (which invoices ...refund, etc) The task is created using the Activity Type you specify in VariableW.
IMPORTANT-This alert requires that you are on e-Automate v8.0 or above
Sample output of ID627: Shown are AR Rep, Customer Name, and a description of the transaction with the un-applied payment.