The Select Procedure window is used throughout the Account Module to associate procedures to charges.
In the Edit Adjustment window, click Attach.
Alternatively, when attaching a procedure to a Paysplit, click Attach.
Credit Filter: There are three options to filter the procedures.
Breakdown: Highlight one or more procedures to see the breakdown of fees, adjustments, paysplits, payments, and write-offs.
The Select Account Entries window is nearly identical to the Select Procedure window.
In the Account Module, click the Payment dropdown and Allocate Unearned. If the family has an Unearned / Prepayment balance, the Select Account Entries will open instead, with a list of completed procedures and positive adjustments with a remaining balance. Select one or more production items and click OK or double-click a single item to Allocate Unearned Income.