Reassociate a Remittance

A remittance is matched to a claim by what the payer reported. When the payer’s control number points at the wrong claim, or at none, reassociating moves it to the right one.

Before You Start

You need the User role, and you need to know which claim the payment actually belongs to. Reassociating moves ledger entries, so guessing is worse than leaving it.

Move It

1. Open the remittance.
2. In the claim card, select Reassociate Claim.
3. Choose the correct claim.
4. Select Reassociate & Re-post. The postings move with it, and both claims’ balances are recalculated.

Result: the remittance and its entries move to the chosen claim. Both claims’ balances update.

What Reassociating Will Not Do

You cannot reassociate onto a voided claim. ClaimPod refuses and tells you nothing moved:

Couldn’t reassociate the remittance - the target claim is voided. No entries moved.

That message is worth trusting literally. When a reassociation fails, the ledger is untouched rather than half-moved.

Tip

A remittance that matched nothing at all arrives as an unmatched item rather than posting against a guess. Reassociating is how it finds its home.

Related: Work a Remittance Review Item · Remittances