CDK User Guide – Exporting Payments

There is a setting in Rome that will attempt to send any payments over when the RO Invoice is exported.  If that is turned on when you send the RO over it will send any payments in that RO at the same time.  If you have this option turned off or the payment comes in after the RO is exported; you will need to send the payments manually.  To do this go to the Accounting button at the top of Rome and select RO Payments on the next screen.

Like the RO Export screen, it will default to today and you will need to change the Date Range if you don’t see the payment you want.  Check off the payments you want to export and hit Export.