Application For Payment Template Excel Free Download [TOP]

Download a free Excel payment application template, modeled after the AIA G702 Application and Certificate for Payment. The template includes fields with formulas to calculate net approved change orders.

The page offers automatic matching functionality that applies payments to their related open entries based on a matching of data on a bank statement line (journal line) with data on one or more open entries. Note that you can overwrite the suggested automatic applications, and you can choose to not use automatic application at all. For more information, see step 7.

Application For Payment Template Excel Free Download

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Journal lines may have no suggested application, which can happen for various reason. For example, because a document is missing, or a customer overpaid and there's an excess amount after applying the payment on another journal line. For such cases, you can use the Transfer Difference to Account action to create and post the missing general ledger entry, for example for a refund, that is needed to apply the payment to. (See step 11) For more information, see Reconcile Payments That Can't be Applied..

You use the Apply Automatically function either automatically when you import a bank file or feed with payment transactions or when you activate it, to apply payments to their related open entries based on a matching of text on a bank statement line (journal line) with text on one or more open entries. This automation is based on rules that you define on the Payment Application Rules page, where you also define whether an application suggestion requires review. For more information, see Set Up Rules for Automatic Application of Payments.

On journal lines where a payment has been applied automatically to one or more open entries, the Match Confidence field has a value of Low, Medium, or High to indicate the quality of the data matching that the suggested payment application is based on.

Some payment applications require your review as defined by the used matching rule, such as lines with Low match confidence. Other lines require your review and manual change because there's a value in the Difference field. To review one or more payment applications, choose the Lines to Review or Lines with Difference field at the bottom. The Payment Application Review page opens showing all relevant information about the customer or vendor that the payment is applied to, the matching details, and actions to process the line, such as the Accept Application action. (See steps 7 and 8)

For each journal line on the Payment Reconciliation Journal page, you can open the Payment Application page to see all candidate open entries for the payment and view detailed information for each entry about the data matching that a payment application is based on. Here, you can manually apply payments or reapply payments that were applied automatically to a wrong entry. (See step 10) For more information, see Review or Apply Payments After Automatic Application.

On lines for payments that have been automatically applied to related open entries, the Match Confidence field indicates the quality of the data matching on which the suggested payment application is based. Also, the Account Name, Account Type, and Account No. fields show information about the customer or vendor that the payment is applied to.

To review, accept/remove, or manually change multiple payment applications that have a value in the Difference field, choose the Lines with Difference action at the bottom.

The Payment Application Review page opens and shows the first application to review. The next application to review will be shown on the page as you process the preceding one. The review includes information about the customer or vendor that the payment is applied to, the matching details, and actions to process the line, such as the Accept Application and Apply Manually actions.

To change an automatic application, select a journal line, and then choose the Apply Manually action to reapply or apply the payment manually on the Payment Application page. For more information, see Review or Apply Payments After Automatic Application.

For a journal line has no suggested application because no ledger entry exists that it can be applied to, choose the Transfer Difference to Account action to create and post the missing general ledger entry that is needed to apply the payment to. For more information, see Reconcile Payments That Can't be Applied.

CPA license renewals are completed using CBA Connect, which provides the convenience of submitting online renewal applications, address changes, and payments in one, simple-to-use application. Additionally, CBA Connect allows you to track continuing education (CE) as it is completed. Establish your CBA Connect account to ensure you receive timely information tailored specifically to your renewal cycle. Please visit connect.dca.ca.gov/cba to create your CBA Connect account. A paper renewal application will not be mailed.

Note: The email you sign up with will be your User ID. User IDs cannot be changed. The CBA recommends using a personal email to sign up for CBA Connect.

Use CBA Connect to track and report the required information (course title, course code, dates of completion, hours and provider name) for all CE courses completed within the two years preceding your license expiration date.

How to Create an Account in CBA Connect

Renewal applications will be processed within 24 to 48 hours. If the CBA finds the renewal application deficient, or needs additional staff review, you will receive notification within your CBA Connect account. Please allow 24 to 48 hours for online payments to reflect as updated on the License Lookup page of the CBA website. Once the license renewal application and payment has been processed, you will be mailed a pocket identification card with the new license expiration date.

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