How to Claim Unidentified Payments (wires, ACHs & checks)


Overview


Critical Concepts


Receivables Transactions

Non-Receivables Transactions

Steps to Take


Searching for Unapplied Receipts in Oracle and Submitting a Service and Support ticket

1. Navigate to Receivables > Accounts Receivables > Unapplied Receipts

2. Filter by Business Unit, by selecting All Business Units drop down e.g. UCSD Campus, UCSD Foundation, etc.

3. Use the Filter icon to add Search fields above columns

4. In the Unapplied Amount field, search by amount – use decimal points but remove trailing zeros, e.g. search by 250.5, instead of 250.50

5. Click on the desired receipt to view additional information:

Receipt Method: Check, Wire, ACH

Comments: In some cases this field will contain bank reference numbers or cashier notes

6. The Oracle receipt number, invoice transaction number, and/or chart of accounts information is needed to process a departmental claim request

7. Use the following link, Blink - How to Check for Unidentified Payments

8. Select the Claim Form Unidentified Payment, download, complete and attach to Service and Support ticket

Use the following criteria when submitting ticket:

About: Billing & Receivables
Related To:
Incoming Payments
More Specifically:
Claiming Payments from Unapplied Receipts

If you still have questions or need additional assistance, please submit a ticket