Manual Allocations

The Manual Allocations snap-in allows funds to be allocated in a way defined by users. Funds can also be allocated to an overpay or escrow account associated with a name record.

The Manual Allocations snap-in header provides concise financial information to aid you with your allocation decisions.

Remember: Only financial records associated with the selected collecting agency will appear in this header. The Collecting Agency drop-down box can be found in the Payment snap-in and at the top of the screen in the Name Payments view. Use the Collecting Agency drop-down box to switch between agencies of which you are a member.

Each field in the Manual Allocations snap-in header displays key pieces of information.

Click for details.

Row	Description
Available Payment	The total amount of funds from payments that have not yet been allocated. These are funds that have been entered as a payment row in the Payment snap-in, but the row has not been saved.
Available In Escrow	The funds available in escrow for reallocation to a financial obligation or an overpay account. This amount includes both funds in escrow for the name record and escrow funds earmarked for a specific case record. Select the check box to have this amount included in the calculation of the Total Available field.
Available In Overpay	The funds available in overpay for reallocation to a financial obligation or an escrow account. Select this check box to have this amount included in the calculation of the Total Available field.
Total Available	The total funds available. Depending on the check boxes selected, this amount may include any or all of the following field amounts: Available Payment, Available In Escrow, and Available In Overpay. This sum represents the total amount that users can manually allocate.
Case Escrow	The funds in escrow that have been earmarked for a specific case record. These funds, together with the Name Escrow funds, comprise the total listed as the Available In Escrow amount. Caution: Even though these funds have been earmarked, they are not prevented from being manually reallocated.
Name Escrow	The funds in escrow for the name record. These funds, together with the Case Escrow funds, comprise the total listed as the Available In Escrow amount.
Total Unpaid	The total unpaid amount for the name record. This includes any pending bonds and any unpaid financial obligations.

Creating Manual Allocations

Note: You can manually allocate funds from new payments, or you can manually allocate funds that already exist in overpay or escrow accounts. Non-monetary payments, however, cannot be used for bonds, overpay, or escrow.

• In order to allocate funds to an unpaid financial obligation, that obligation must be created and saved to the case record before it will appear in the Manual Allocations snap-in. To manually allocate funds from a new payment, add a payment or payments in the Payment snap-in in an open name session. Before saving, click the Manual Allocations snap-in.
• The Manual Allocations snap-in automatically displays record rows for both escrow and overpay accounts, enabling you to allocate funds to either of these account types without having to create a financial obligation first. Note: Using the escrow account record row places funds in the escrow account for the name record. From this snap-in, you cannot earmark funds in escrow for a specific case record. Escrow funds that were earmarked for a specific case record in the Payment snap-in may be reallocated.

1. In the Manual Allocations snap-in, select an overpay, escrow, bond, or financial obligation record row, and designate how much of the Total Available amount should be allocated to that account type or obligation. Remember: The Total Available amount is calculated based on the check box selections in the snap-in header. To prevent the allocation of funds from escrow or overpay accounts, clear the check boxes accordingly.
   
   Examples:
   • Select an Overpay record row to allocate funds from an escrow account to an overpay account.
   • Select an Escrow record row to allocate funds from an overpay account to an escrow account for the name record.
   • To allocate funds from an escrow account to an unpaid financial obligation record row, select the record row for that financial obligation.

   Note: If the check boxes for both Available In Escrow and Available In Overpay are selected in the snap-in header and you try to allocate funds to both an overpay account and an escrow account using amounts that do not equal the Total Available amount, a status bar message will appear: "Allocations from and to both escrow and overpay accounts must utilize the entire Total Available amount." Options to address the message include the following:

   • Clear a check box for either Available In Escrow or Available In Overpay in the snap-in header.
     
     
   • Adjust the allocated amounts in the Escrow, Overpay, and any additional record rows to equal the Total Available amount, which adjusts the Total Available amount to zero.
     
     
     
     
   • Allocate the funds to either an escrow account or an overpay account, but not both.
     
     
   
   
   Click for details.  

   Field	Description
   Type	This read-only field indicates the type of financial obligation that is unpaid, the overpay account, or the escrow account for the name record.
   Amount To Allocate	Type the total amount that you would like to allocate. Remember: For an unpaid financial obligation, the amount to allocate has to be less than or equal to the Total Unpaid amount and less than or equal to the Total Available amount. Note: Once you click or tab out of the Amount To Allocate field, the Total Available row in the snap-in header will automatically update.
   Outstanding	For an unpaid financial obligation, this read-only field displays the total amount due on the obligation.
   Pay To	For an unpaid financial obligation, this read-only field represents the required Pay To name that is listed on the obligation. It is automatically populated.
   Joint And Several	If selected, this check box indicates that multiple individuals are responsible for the payment of the financial obligation. This field is read-only.
   Due Date	For an unpaid financial obligation, this read-only field indicates the obligation due date or the next payment schedule due date.
   Amount	For an unpaid financial obligation, this read-only field indicates the amount due for the obligation for the Due Date. If the payment is on a payment schedule, the amount listed is the amount due for the next payment.
   Court Number	If a court number has been entered in JustWare, this read-only field will be automatically populated for an unpaid financial obligation.
   Case Title	For an unpaid financial obligation, this read-only field displays the case that the obligation is associated with.

2. Save the session.
    
   Funds are allocated to the financial obligations or accounts that you specified. Any remaining unallocated funds from a payment will automatically be allocated to any existing unpaid financial obligations. Funds are allocated by due date, then by priority, and then by percentage of the payment amount.

Advanced Manual Allocations

The Payment Schedule Allocation snap-in allows allocation to specific obligations within a Payment Schedule. To use this feature you must use the Advanced Payments view on a Name Session.

Select a Payment Schedule from the Manual Allocations snap-in. The obligations tied to this schedule will be displayed in the Payment Schedule Allocations snap-in below. Within this snap-in you can allocate funds to a specific obligation from the schedules Amount to Allocate field in the Manual Allocations snap-in. Any money not allocated to a specific obligation will be applied to the Payment Schedule.

The amount allocated to obligations cannot exceed the Amount to Allocate total. In addition, the amount allocated cannot exceed the Outstanding amount on the individual obligation.