Appropriate is greyed out or the split is refused: only received money goes on the lines

Question 1

Why do I see "Appropriating needs permission to update demands"?

Accepted Answer

A receipt settles the demand as a whole: clearing it posts bank against the buyer's ledger and moves the demand to Partially Paid or Paid. Nothing is split across the demand's charges by the app. You do that by hand, in any split you like: ₹1,00,000 received against a demand with lines of ₹75,000 and ₹1,50,000 may all go to the second line, or ₹75,000 and ₹25,000, or stay unplaced for now. The appropriation has no ledger posting of its own; it only records which charge the money was for, and it is what marks the schedule rows on the termsheet Paid or Partially Paid. Two limits follow from that. A line takes no more than it bills (its amount, or its GST for a GST line), and the lines together take no more than has been received, so the split can never claim money that does not exist. "Received" means cleared receipts allocated to this demand; a Pending receipt does not count until it is cleared. Only an issued demand has a bill to receive against, so a Draft demand takes no receipt and a Cancelled demand takes no split. When a receipt bounces after you appropriated it, the split is left standing rather than guessed at, and the demand reports the excess until you decide which charges lose the money. 1. Nothing received yet: record the buyer's money first. Record receipt on the demand or the booking's Demands & money tab opens Record receipt with the demand allocated (the Create permission on Payments); then Mark cleared on the Payment (the Edit permission on Payments). In the default roles the Administrator, the Finance Lead and the Accountant hold both. 2. Draft demand: a draft cannot take a receipt, so issue it first (Issue on the demand, the Issue permission on Demands) and then record the receipt. A cancelled demand takes no money or split; raise a new demand if the charges are still owed. 3. Line over its value: lower that line to at most the Billed figure in its row; the GST line takes at most the GST billed. 4. Total over received: lower the figures until the total is at most the Received against this demand figure in the footer. Anything you leave unplaced shows as "not yet appropriated" and can be placed later. 5. After a bounce: press Appropriate, reduce the lines so the total is at most what is now received, and Save appropriation. The schedule rows on the termsheet are recomputed from the new split. 6. Save: press Save appropriation (the Edit permission on Demands; in the default roles the Administrator, the Finance Lead and the Accountant). The toast " of received is now placed on the lines." confirms it, and the installments on Termsheet & schedule show the paid amounts.

Question 2

Why do I see "A <status> demand takes no appropriation"?

Accepted Answer

A receipt settles the demand as a whole: clearing it posts bank against the buyer's ledger and moves the demand to Partially Paid or Paid. Nothing is split across the demand's charges by the app. You do that by hand, in any split you like: ₹1,00,000 received against a demand with lines of ₹75,000 and ₹1,50,000 may all go to the second line, or ₹75,000 and ₹25,000, or stay unplaced for now. The appropriation has no ledger posting of its own; it only records which charge the money was for, and it is what marks the schedule rows on the termsheet Paid or Partially Paid. Two limits follow from that. A line takes no more than it bills (its amount, or its GST for a GST line), and the lines together take no more than has been received, so the split can never claim money that does not exist. "Received" means cleared receipts allocated to this demand; a Pending receipt does not count until it is cleared. Only an issued demand has a bill to receive against, so a Draft demand takes no receipt and a Cancelled demand takes no split. When a receipt bounces after you appropriated it, the split is left standing rather than guessed at, and the demand reports the excess until you decide which charges lose the money. 1. Nothing received yet: record the buyer's money first. Record receipt on the demand or the booking's Demands & money tab opens Record receipt with the demand allocated (the Create permission on Payments); then Mark cleared on the Payment (the Edit permission on Payments). In the default roles the Administrator, the Finance Lead and the Accountant hold both. 2. Draft demand: a draft cannot take a receipt, so issue it first (Issue on the demand, the Issue permission on Demands) and then record the receipt. A cancelled demand takes no money or split; raise a new demand if the charges are still owed. 3. Line over its value: lower that line to at most the Billed figure in its row; the GST line takes at most the GST billed. 4. Total over received: lower the figures until the total is at most the Received against this demand figure in the footer. Anything you leave unplaced shows as "not yet appropriated" and can be placed later. 5. After a bounce: press Appropriate, reduce the lines so the total is at most what is now received, and Save appropriation. The schedule rows on the termsheet are recomputed from the new split. 6. Save: press Save appropriation (the Edit permission on Demands; in the default roles the Administrator, the Finance Lead and the Accountant). The toast " of received is now placed on the lines." confirms it, and the installments on Termsheet & schedule show the paid amounts.

Question 3

Why do I see "A charge takes at most what this demand bills for it (<charges>)"?

Accepted Answer

A receipt settles the demand as a whole: clearing it posts bank against the buyer's ledger and moves the demand to Partially Paid or Paid. Nothing is split across the demand's charges by the app. You do that by hand, in any split you like: ₹1,00,000 received against a demand with lines of ₹75,000 and ₹1,50,000 may all go to the second line, or ₹75,000 and ₹25,000, or stay unplaced for now. The appropriation has no ledger posting of its own; it only records which charge the money was for, and it is what marks the schedule rows on the termsheet Paid or Partially Paid. Two limits follow from that. A line takes no more than it bills (its amount, or its GST for a GST line), and the lines together take no more than has been received, so the split can never claim money that does not exist. "Received" means cleared receipts allocated to this demand; a Pending receipt does not count until it is cleared. Only an issued demand has a bill to receive against, so a Draft demand takes no receipt and a Cancelled demand takes no split. When a receipt bounces after you appropriated it, the split is left standing rather than guessed at, and the demand reports the excess until you decide which charges lose the money. 1. Nothing received yet: record the buyer's money first. Record receipt on the demand or the booking's Demands & money tab opens Record receipt with the demand allocated (the Create permission on Payments); then Mark cleared on the Payment (the Edit permission on Payments). In the default roles the Administrator, the Finance Lead and the Accountant hold both. 2. Draft demand: a draft cannot take a receipt, so issue it first (Issue on the demand, the Issue permission on Demands) and then record the receipt. A cancelled demand takes no money or split; raise a new demand if the charges are still owed. 3. Line over its value: lower that line to at most the Billed figure in its row; the GST line takes at most the GST billed. 4. Total over received: lower the figures until the total is at most the Received against this demand figure in the footer. Anything you leave unplaced shows as "not yet appropriated" and can be placed later. 5. After a bounce: press Appropriate, reduce the lines so the total is at most what is now received, and Save appropriation. The schedule rows on the termsheet are recomputed from the new split. 6. Save: press Save appropriation (the Edit permission on Demands; in the default roles the Administrator, the Finance Lead and the Accountant). The toast " of received is now placed on the lines." confirms it, and the installments on Termsheet & schedule show the paid amounts.

Question 4

Why do I see " placed but only received"?

Accepted Answer

A receipt settles the demand as a whole: clearing it posts bank against the buyer's ledger and moves the demand to Partially Paid or Paid. Nothing is split across the demand's charges by the app. You do that by hand, in any split you like: ₹1,00,000 received against a demand with lines of ₹75,000 and ₹1,50,000 may all go to the second line, or ₹75,000 and ₹25,000, or stay unplaced for now. The appropriation has no ledger posting of its own; it only records which charge the money was for, and it is what marks the schedule rows on the termsheet Paid or Partially Paid. Two limits follow from that. A line takes no more than it bills (its amount, or its GST for a GST line), and the lines together take no more than has been received, so the split can never claim money that does not exist. "Received" means cleared receipts allocated to this demand; a Pending receipt does not count until it is cleared. Only an issued demand has a bill to receive against, so a Draft demand takes no receipt and a Cancelled demand takes no split. When a receipt bounces after you appropriated it, the split is left standing rather than guessed at, and the demand reports the excess until you decide which charges lose the money. 1. Nothing received yet: record the buyer's money first. Record receipt on the demand or the booking's Demands & money tab opens Record receipt with the demand allocated (the Create permission on Payments); then Mark cleared on the Payment (the Edit permission on Payments). In the default roles the Administrator, the Finance Lead and the Accountant hold both. 2. Draft demand: a draft cannot take a receipt, so issue it first (Issue on the demand, the Issue permission on Demands) and then record the receipt. A cancelled demand takes no money or split; raise a new demand if the charges are still owed. 3. Line over its value: lower that line to at most the Billed figure in its row; the GST line takes at most the GST billed. 4. Total over received: lower the figures until the total is at most the Received against this demand figure in the footer. Anything you leave unplaced shows as "not yet appropriated" and can be placed later. 5. After a bounce: press Appropriate, reduce the lines so the total is at most what is now received, and Save appropriation. The schedule rows on the termsheet are recomputed from the new split. 6. Save: press Save appropriation (the Edit permission on Demands; in the default roles the Administrator, the Finance Lead and the Accountant). The toast " of received is now placed on the lines." confirms it, and the installments on Termsheet & schedule show the paid amounts.

Question 5

Why do I see " is placed on the lines but only has been received (a receipt bounced or was cancelled). Reduce the appropriation."?

Accepted Answer

A receipt settles the demand as a whole: clearing it posts bank against the buyer's ledger and moves the demand to Partially Paid or Paid. Nothing is split across the demand's charges by the app. You do that by hand, in any split you like: ₹1,00,000 received against a demand with lines of ₹75,000 and ₹1,50,000 may all go to the second line, or ₹75,000 and ₹25,000, or stay unplaced for now. The appropriation has no ledger posting of its own; it only records which charge the money was for, and it is what marks the schedule rows on the termsheet Paid or Partially Paid. Two limits follow from that. A line takes no more than it bills (its amount, or its GST for a GST line), and the lines together take no more than has been received, so the split can never claim money that does not exist. "Received" means cleared receipts allocated to this demand; a Pending receipt does not count until it is cleared. Only an issued demand has a bill to receive against, so a Draft demand takes no receipt and a Cancelled demand takes no split. When a receipt bounces after you appropriated it, the split is left standing rather than guessed at, and the demand reports the excess until you decide which charges lose the money. 1. Nothing received yet: record the buyer's money first. Record receipt on the demand or the booking's Demands & money tab opens Record receipt with the demand allocated (the Create permission on Payments); then Mark cleared on the Payment (the Edit permission on Payments). In the default roles the Administrator, the Finance Lead and the Accountant hold both. 2. Draft demand: a draft cannot take a receipt, so issue it first (Issue on the demand, the Issue permission on Demands) and then record the receipt. A cancelled demand takes no money or split; raise a new demand if the charges are still owed. 3. Line over its value: lower that line to at most the Billed figure in its row; the GST line takes at most the GST billed. 4. Total over received: lower the figures until the total is at most the Received against this demand figure in the footer. Anything you leave unplaced shows as "not yet appropriated" and can be placed later. 5. After a bounce: press Appropriate, reduce the lines so the total is at most what is now received, and Save appropriation. The schedule rows on the termsheet are recomputed from the new split. 6. Save: press Save appropriation (the Edit permission on Demands; in the default roles the Administrator, the Finance Lead and the Accountant). The toast " of received is now placed on the lines." confirms it, and the installments on Termsheet & schedule show the paid amounts.

Question 6

Why do I see "Line () is for ; cannot be placed on it"?

Accepted Answer

A receipt settles the demand as a whole: clearing it posts bank against the buyer's ledger and moves the demand to Partially Paid or Paid. Nothing is split across the demand's charges by the app. You do that by hand, in any split you like: ₹1,00,000 received against a demand with lines of ₹75,000 and ₹1,50,000 may all go to the second line, or ₹75,000 and ₹25,000, or stay unplaced for now. The appropriation has no ledger posting of its own; it only records which charge the money was for, and it is what marks the schedule rows on the termsheet Paid or Partially Paid. Two limits follow from that. A line takes no more than it bills (its amount, or its GST for a GST line), and the lines together take no more than has been received, so the split can never claim money that does not exist. "Received" means cleared receipts allocated to this demand; a Pending receipt does not count until it is cleared. Only an issued demand has a bill to receive against, so a Draft demand takes no receipt and a Cancelled demand takes no split. When a receipt bounces after you appropriated it, the split is left standing rather than guessed at, and the demand reports the excess until you decide which charges lose the money. 1. Nothing received yet: record the buyer's money first. Record receipt on the demand or the booking's Demands & money tab opens Record receipt with the demand allocated (the Create permission on Payments); then Mark cleared on the Payment (the Edit permission on Payments). In the default roles the Administrator, the Finance Lead and the Accountant hold both. 2. Draft demand: a draft cannot take a receipt, so issue it first (Issue on the demand, the Issue permission on Demands) and then record the receipt. A cancelled demand takes no money or split; raise a new demand if the charges are still owed. 3. Line over its value: lower that line to at most the Billed figure in its row; the GST line takes at most the GST billed. 4. Total over received: lower the figures until the total is at most the Received against this demand figure in the footer. Anything you leave unplaced shows as "not yet appropriated" and can be placed later. 5. After a bounce: press Appropriate, reduce the lines so the total is at most what is now received, and Save appropriation. The schedule rows on the termsheet are recomputed from the new split. 6. Save: press Save appropriation (the Edit permission on Demands; in the default roles the Administrator, the Finance Lead and the Accountant). The toast " of received is now placed on the lines." confirms it, and the installments on Termsheet & schedule show the paid amounts.

Question 7

Why do I see " placed on the lines, but only has been received against demand "?

Accepted Answer

A receipt settles the demand as a whole: clearing it posts bank against the buyer's ledger and moves the demand to Partially Paid or Paid. Nothing is split across the demand's charges by the app. You do that by hand, in any split you like: ₹1,00,000 received against a demand with lines of ₹75,000 and ₹1,50,000 may all go to the second line, or ₹75,000 and ₹25,000, or stay unplaced for now. The appropriation has no ledger posting of its own; it only records which charge the money was for, and it is what marks the schedule rows on the termsheet Paid or Partially Paid. Two limits follow from that. A line takes no more than it bills (its amount, or its GST for a GST line), and the lines together take no more than has been received, so the split can never claim money that does not exist. "Received" means cleared receipts allocated to this demand; a Pending receipt does not count until it is cleared. Only an issued demand has a bill to receive against, so a Draft demand takes no receipt and a Cancelled demand takes no split. When a receipt bounces after you appropriated it, the split is left standing rather than guessed at, and the demand reports the excess until you decide which charges lose the money. 1. Nothing received yet: record the buyer's money first. Record receipt on the demand or the booking's Demands & money tab opens Record receipt with the demand allocated (the Create permission on Payments); then Mark cleared on the Payment (the Edit permission on Payments). In the default roles the Administrator, the Finance Lead and the Accountant hold both. 2. Draft demand: a draft cannot take a receipt, so issue it first (Issue on the demand, the Issue permission on Demands) and then record the receipt. A cancelled demand takes no money or split; raise a new demand if the charges are still owed. 3. Line over its value: lower that line to at most the Billed figure in its row; the GST line takes at most the GST billed. 4. Total over received: lower the figures until the total is at most the Received against this demand figure in the footer. Anything you leave unplaced shows as "not yet appropriated" and can be placed later. 5. After a bounce: press Appropriate, reduce the lines so the total is at most what is now received, and Save appropriation. The schedule rows on the termsheet are recomputed from the new split. 6. Save: press Save appropriation (the Edit permission on Demands; in the default roles the Administrator, the Finance Lead and the Accountant). The toast " of received is now placed on the lines." confirms it, and the installments on Termsheet & schedule show the paid amounts.

Question 8

Why do I see "That demand is not open for receipts."?

Accepted Answer

A receipt settles the demand as a whole: clearing it posts bank against the buyer's ledger and moves the demand to Partially Paid or Paid. Nothing is split across the demand's charges by the app. You do that by hand, in any split you like: ₹1,00,000 received against a demand with lines of ₹75,000 and ₹1,50,000 may all go to the second line, or ₹75,000 and ₹25,000, or stay unplaced for now. The appropriation has no ledger posting of its own; it only records which charge the money was for, and it is what marks the schedule rows on the termsheet Paid or Partially Paid. Two limits follow from that. A line takes no more than it bills (its amount, or its GST for a GST line), and the lines together take no more than has been received, so the split can never claim money that does not exist. "Received" means cleared receipts allocated to this demand; a Pending receipt does not count until it is cleared. Only an issued demand has a bill to receive against, so a Draft demand takes no receipt and a Cancelled demand takes no split. When a receipt bounces after you appropriated it, the split is left standing rather than guessed at, and the demand reports the excess until you decide which charges lose the money. 1. Nothing received yet: record the buyer's money first. Record receipt on the demand or the booking's Demands & money tab opens Record receipt with the demand allocated (the Create permission on Payments); then Mark cleared on the Payment (the Edit permission on Payments). In the default roles the Administrator, the Finance Lead and the Accountant hold both. 2. Draft demand: a draft cannot take a receipt, so issue it first (Issue on the demand, the Issue permission on Demands) and then record the receipt. A cancelled demand takes no money or split; raise a new demand if the charges are still owed. 3. Line over its value: lower that line to at most the Billed figure in its row; the GST line takes at most the GST billed. 4. Total over received: lower the figures until the total is at most the Received against this demand figure in the footer. Anything you leave unplaced shows as "not yet appropriated" and can be placed later. 5. After a bounce: press Appropriate, reduce the lines so the total is at most what is now received, and Save appropriation. The schedule rows on the termsheet are recomputed from the new split. 6. Save: press Save appropriation (the Edit permission on Demands; in the default roles the Administrator, the Finance Lead and the Accountant). The toast " of received is now placed on the lines." confirms it, and the installments on Termsheet & schedule show the paid amounts.

Question 9

Why do I see "Demand is ; only an issued demand takes an appropriation"?

Accepted Answer

A receipt settles the demand as a whole: clearing it posts bank against the buyer's ledger and moves the demand to Partially Paid or Paid. Nothing is split across the demand's charges by the app. You do that by hand, in any split you like: ₹1,00,000 received against a demand with lines of ₹75,000 and ₹1,50,000 may all go to the second line, or ₹75,000 and ₹25,000, or stay unplaced for now. The appropriation has no ledger posting of its own; it only records which charge the money was for, and it is what marks the schedule rows on the termsheet Paid or Partially Paid. Two limits follow from that. A line takes no more than it bills (its amount, or its GST for a GST line), and the lines together take no more than has been received, so the split can never claim money that does not exist. "Received" means cleared receipts allocated to this demand; a Pending receipt does not count until it is cleared. Only an issued demand has a bill to receive against, so a Draft demand takes no receipt and a Cancelled demand takes no split. When a receipt bounces after you appropriated it, the split is left standing rather than guessed at, and the demand reports the excess until you decide which charges lose the money. 1. Nothing received yet: record the buyer's money first. Record receipt on the demand or the booking's Demands & money tab opens Record receipt with the demand allocated (the Create permission on Payments); then Mark cleared on the Payment (the Edit permission on Payments). In the default roles the Administrator, the Finance Lead and the Accountant hold both. 2. Draft demand: a draft cannot take a receipt, so issue it first (Issue on the demand, the Issue permission on Demands) and then record the receipt. A cancelled demand takes no money or split; raise a new demand if the charges are still owed. 3. Line over its value: lower that line to at most the Billed figure in its row; the GST line takes at most the GST billed. 4. Total over received: lower the figures until the total is at most the Received against this demand figure in the footer. Anything you leave unplaced shows as "not yet appropriated" and can be placed later. 5. After a bounce: press Appropriate, reduce the lines so the total is at most what is now received, and Save appropriation. The schedule rows on the termsheet are recomputed from the new split. 6. Save: press Save appropriation (the Edit permission on Demands; in the default roles the Administrator, the Finance Lead and the Accountant). The toast " of received is now placed on the lines." confirms it, and the installments on Termsheet & schedule show the paid amounts.

Appropriate is greyed out or the split is refused: only received money goes on the lines

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Appropriate is greyed out or the split is refused: only received money goes on the lines

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