Browse Payments will display all Payments
filtered by a given set of Criteria.
The
Browse Payments page is located at Research>Browse>Payments.
(Example of Browse Payments page)
Criteria: Use the dropdowns for each Criteria type to filter out the Payments below. Criteria
choices work together. (Example: a user can view all Payments from a Batch Date range of Last 90 days
from the Office Code Downtown.) Below is a list of Criteria options.
·
Batch Date: a user is able to filter Batches by Batch Dates, either by a
Date Range, or Specific Date.
o Date Range : The date range defaults to Last 90 Days, however there is also, Today, Last
2 Days, Last
7 Days, Last
30 Days.
o Specific Date: In the upper right hand corner is a check box labeled Specific
Date. If a check is in the box, the Batch Date will no longer have Date
Range options, but a Specific Date can be chosen from the drop down calendar.
·
Office Code: A listing of all available Offices. All or one specific Office can be chosen. Due to Permission/Business Units only available Offices will be seen.
·
Company: A listing of all available Companies. All or one specific Company can be chosen. Due to Permission/Business Units only available Companies
will be seen.
·
Department: A listing of all available Departments. All or one specific Department can be chosen. Due to Permission/Business Unit
only available Departments will be
seen.
·
Payment Code: A listing of all available Payment Codes. All or one specific Payment Code can be chosen. Due to Permission/Business Unit only available Payment Codes will be seen.
·
Collection Point: A listing of all available Collection Points. All or one specific Collection Point can be chosen. Due to Permission/Business Unit only available Collection Points will be seen.
·
Owner: A listing of all available Batch Owners. All or one specific Batch Owner can be chosen. Due to Permission/Business Unit only available Batch Owners will be seen.
Browse Results: A listing of all Payments matching the above Criteria.
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