• Click Configuration on the navigation bar
    • Click Business Rules
    • Highlight Automatic Application
    • Mark the checkbox beside Set the following fields to automatically apply to the oldest transactions first.
    When selecting this option, all other automatic applications options become inactive except the option Apply to owner's charges, which allows the user to select how to apply the owner's and other's charges on the record. By selecting the application options, the software mimics a balance forward system.