/
Link Legacy Repay Transactions to Advances

Link Legacy Repay Transactions to Advances

  1. The SSDT Transfer Advance Activity Report can be generated for all Transaction Types (Advance and Legacy_Repay) for a list of transactions by cash account. 

    image-20250730-135030.png

  2. This report may help locate which Repayments belong to which Advances. Review the transaction account code and amount.

    Some repayments are posted for the full amount of the Advance, so they are easy to locate:


    Repayments may also be partial repayments, so they may be more difficult to determine without looking at the account code:

Link Legacy Repays to an Advance

  1. Navigate to the Transactions > Transfers/Advances grid.

  2. Locate the Advance and click the image-20250730-135344.png  icon to view the transaction.


     

  3. In the grid for Repayments, at the bottom of the pop-up window, click on the link icon image-20250730-135457.png to select a Classic software Legacy Repay to link to the USAS advance.

  4. This process will open an additional pop-up window with a drop-down to select the Classic software Legacy Repay to link. The information in the drop-down includes the reference number, description, and amount for the Classic software Legacy Repay transaction.

  1. Once the appropriate repayment is selected, click SAVE.

  2. The linked repayment will now show in the Repayments grid.

  3.  If multiple repayments need to be linked to the advance, repeat this process to select additional repayment transactions to link.

  4. Once the total amount of the advance has been accounted for in the linked repayments, the link icon image-20250730-135735.png will be greyed out and no additional repayments can be linked.