View or Edit Allocations

Viewing Allocations

You can view or adjust how payments are allocated within an account. When you indicate you wish to view / edit allocations, UltraCamp will display a list of transactions organized by season.

To View or Edit payment allocations

1. 1. Click on View Financial History
   2. Expand Additional Actions (lower left) 
   3. Click on View / Edit Allocations

Each payment's current allocations can be viewed by clicking the + to the left of the payment.

Editing Allocations

To edit the allocations:

1. 1. Use the radio button to select the payment you wish to edit. 
   2. Click the Next button to proceed.

• • Selected Transaction information will display at the top of the page. 
  • The current allocations are displayed below along with the Total fees for each item, the item Balance and how much of this transaction has been Applied to this item. 
  • To the right of each allocation is a Transfer Amount field. 

To shift money allocation: 

1. 1. Enter how much you wish to move in the Transfer Amount field next to one or more allocation items.
   2. Click the Next button to proceed.

• • On the subsequent page, UltraCamp will list any fees which are not completely paid off along with their Total and Balance. 
  • There is an additional column listing how much of the current transaction has been Applied to them. 
  • Whatever fees you indicated on the previous page can now be assigned using the Transfer Amount field. 

1. 3. Click the Next button to complete the transfer of allocations.