First, users have to be given the rights to accept underpayments. Next, specific payment types must be set up and configured to allow underpayments.

Odyssey must be configured in order to properly redistribute the monies for overpayments or underpayments.

To process an underpayment, the Amount to be Applied field and the total amount tendered need to be the same.

This is different from overpayments where the Amount to be Applied field matches the totals in the Balance column and not the total amount tendered.

An overpayment made on a current payment in a payment plan can be applied to either:

When posting a miscellaneous payment, enter either an over or underpayment.

An over or underpayment to a miscellaneous payment works similar to a case fees over or underpayment. If the payment falls within the threshold, an adjustment is automatically created. An adjusting entry can be posted if no threshold exists or the payment doesn't fall within it.

If a miscellaneous payment with an over or underpayment is voided, the payment and adjustment transactions are linked together.

Adjustments do not display under View My Current Till.

When posting a payment to multiple accounts, you may have to enter an over or underpayment. This depends entirely on how the payment types are setup and configured. Payment types may or may not have over and underpayment thresholds applied.

If a payment is made for multiple cases that have different case categories and one case category does not have a defined fee code or the apply threshold option is not selected, the Select Change Method Due dialog box is displayed, but the overpayment option is disabled.

If you select the wrong fee schedule, remove it from the Add a Miscellaneous Payment dialog box by right-clicking it and selecting Delete.

After a payment plan is set up for a case, payments must be taken through the payment plan; they cannot be posted to the case.

However, if new fees are added to the case that are not part of the payment plan, payments can be posted for those fees only at the time the fees are added. If payment is not taken when the fees are added, the new fees are automatically added to the payment plan as unscheduled fees.

If a case is added to a payment plan, payments must be posted through the party’s Financial tab; they cannot be posted to the case. The only exception is when new fees are added to a case that is on a payment plan. If new fees are added to the case after the payment plan is set up, payments can be posted for those fees only at the time the fees are added. If payment is not taken when the fees are added, the new fees are added to the payment plan as unscheduled fees.

A single payment can be posted for multiple cases that are not on a payment plan. Likewise, a single payment can be posted for more than one payment plan or registry account. However, you cannot accept a single payment and apply that payment to one case that is on a payment plan and one case that is not. For example, if a party want to pay off one case that is not on a payment plan and make a payment for a case that is on a payment plan, he or she must make separate payments.

When reversing adjustments, a future date may not be entered. You must also have the appropriate rights to backdate reversals. If you want to backdate a reversal and do not have the right to do so, contact your system administrator.

If you do not have the right to perform the financial transaction, is displayed on the action button. Approval must be obtained from an authorized user.

While a transaction can only be reversed once, reverse the new adjustment transaction that is created when you posted the reversal to revert back to the original transaction.

When the Show Categories/Parties with no Activity check box is not selected, only financial categories (or parties) with activity are displayed. To view all parties or financial categories, select this check box.

The payment plan link displays when a payment plan is set up for a party. However, you must have the appropriate rights in order to select the link and view or modify payment plan information. If you do not have the right to view or modify payment plans, this option may not be selected.

There are several different types of registry accounts that can be maintained (e.g., bonds, minor trust accounts). Payments from judgments can be placed into a registry account before passing them on to a party. If a party cannot be located, payments from unclaimed judgments may remain in a registry account.

A special type of registry account is a trust account. When a party pays a sum of money to a minor or incapacitated adult, that money can be held in a trust account until a time when the beneficiary is able to receive the money. While in trust, the court may order the clerk to invest the money on behalf of the recipient. Odyssey provides you with a way to manage these investments.

A taxpayer ID is not required when adding a registry account so the information may not have been entered. Also, since the taxpayer ID is usually the beneficiary's social security number, the ID is only displayed if you have the right to view social security numbers.

If the account you are searching for is not listed in the results page or there is no match found, choose one of the following options:

You cannot post a payment, deposit, credit, or charge reduction for different types of accounts (e.g., case fees, registry, bonds).

When marking accounts (), you can select as many case fees or bonds as you want, but you cannot select both case fees and bonds. You can only select one payment plan at a time.

Even though a till may be closed, the Reconciliation Complete check box must be selected on the Reconcile Closed Till dialog box before you can add that till to a deposit. “Not Reconciled” is displayed in the Closed column of the Tills Included in Deposit dialog box.

Only fees with a base financial category of case fees can be added to a payment plan. Registry/trust or miscellaneous fees cannot be added to a payment plan.

After a payment plan is set up for a case, payments must be taken through the payment plan. However, if new fees are added to the case that are not part of the payment plan, payments can be posted for those fees only at the time the fees are added.

If payment is not taken when the fees are added, the new fees are automatically added to the payment plan as unscheduled fees.

Additional fees cannot be added to an existing schedule once a payment is taken. You can, however, add another schedule and add the fees to that schedule as part of the same payment plan.

There must also be unscheduled fees for the party in order to add fees to a payment plan schedule.

An indefinite hold may need to be set for a recipient if the person's correct address is unavailable and all disbursements for that recipient must be held until the proper information is obtained.

Fees may need to be held until fully paid if the recipient prefers to receive payments in one lump sum instead of in several smaller checks. After the entire amount is paid, the hold is released and a single check can be created for the recipient.

If an investment is added but no transactions have been associated with it, right-click on the investment summary row from the registry Accounts view of the Financial tab, and select Delete to remove the investment. An investment account cannot be deleted once transactions are added.

If the selected investment type is not set up to track renewal information, the Maturity Date and Renewal fields are unavailable when working with investment fields.

You must have the appropriate rights to add registry accounts to a case. If you do not have the right to add accounts, the add option is not available.

The beneficiary's birth date is required in order to calculate the expected age at disbursement or a disbursement date.

To enter a birth date for the beneficiary, click the beneficiary's name link on the Add Registry Account dialog box. The party's record is displayed and a birth date can be entered on the General tab.

When adding a registry account, you can select the default payor for the account. However, when entering a deposit for a registry account, you have the option to select a different payor.

The bank may create a disbursement check when the account reaches maturity to disburse the funds to the beneficiary. The check type would be Registry Check to Party.

The bank may also create a disbursement check to transfer the investment to an account at another bank. The check type would be Registry Check to Investment.

In order to create a disbursement check, the registry account must have a balance.

After a disbursement check is created, view the check information from the registry transactions listing.