How to Add or Edit a Withholding/Lien/Levy Receivable

You can add a withholding, lien, or levy receivable beginning on the Accounts Receivable page. You can edit a withholding receivable provided the balance of the receivable is greater than zero. However, the Original A/R Amount, Approval, Biennium Start, Category of Service, and Fund Code cannot be updated if payments have been applied to the receivable.

Optionally, you can:

• Add an accounts receivable.
• Adjust the receivable.
• Reverse the receivable, if no payments have been applied to the receivable.
• Write-off the receivable.
• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Attach a document. To attach a document for this record, on the action bar, click Attachment.
• View documents. To view documents for this record, on the action bar, click View Documents.
• Reset your entries. To display the information on the page or panel as it appeared when you last clicked Save, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To edit a Withholding/Lien/Levy

1. On the Financial menu, click Accounts Receivable.

2. If the Withholding/Lien/Levy page is displayed, continue to the next step.

   Otherwise, to display the Withholding/Lien/Levy page, do the following:

   • If adding, complete the steps in How to Add or Edit an Accounts Receivable and continue to the next step.
   • If editing, search for the appropriate receivable.
3. On the Withholding/Lien/Levy page, in the Withholding/Lien/Levy panel, complete the fields.
4. In the Account panel, complete the fields.

5. In the Recoupment panel, complete the fields.

   Note: To set the recoupment fields to the defaults established in Financial Accounting Entity, click Use Default Recoupment.

6. To add or edit a payment schedule when the Recoupment Type is Scheduled Payments, in the Payment Schedule panel, complete the fields.

   1. Do one of the following:

      • To add, click Add Payment Schedule.
      • To edit, in the table, click the appropriate row.
   2. In the Payment Schedule panel, complete the fields.
   3. To store the information in the table, on the Payment Schedule action bar, click Save.
7. Optionally, in the History panel, review the information.
8. On the Withholding/Lien/Levy action bar, click Save.

See Also

Withholding/Lien/Levy Page

About Withholding/Lien/Levy Receivables

What Is Accounts Receivable?

About Financial

Version as of 5/16/14.