PAC - Automated Credit Apply

This program provides you with an automated tool to bulk apply parent account credits against unpaid charges.

The first step is to search for unapplied credits using various search fields.

Click the 'GO' button to begin the search and display the unapplied credits in the 'Auto Credit Apply List' screen.

Select the 'Delete' 'Action' link to individually remove any credits that you do not want to be applied.

Once you are satisfied, select the 'GO' button to proceed to the 'Auto Credit Apply – Charge Start Date' screen. You will be prompted to enter a 'Charge Start Date'. There are two possible scenarios:

Leave the 'Charge Start Date' blank in which case the system will start applying to the oldest unpaid charges.
Enter a date for 'Charge Start Date' in which case the system will start applying to unpaid charges from this date forward.

Select the 'GO' button to proceed with applying the selected credits.

Click here for an Administrator Note.

From June 2024, access to the 'GO' button is controlled by the 'Automated Credit Apply' user permission points instead of the 'Parent Banking Information' user permission points in TASS.web program System Admin > Users > Security Role Permissions.