Unapplied Payments Instant Search

The Unapplied Payments Instant Search gives the user the ability to search for a specific unapplied payment. Unapplied payments can include both debits and credits to a customer account. Debited unapplied payments are usually generated by a customer when an amount is paid that isn't associated with a specific invoice. Unapplied payments will appear here until reconciled by the payee

Roles | Executive ✓ | Fleet ✗ | Operations  | Financials 

 

Instant Search

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At the top left of the Instant Search view, next to the title Unapplied Payments, a search field is available. Typing into this field will filter results instantly. This is particularly useful for finding a specific invoice by Payment Reference.

The user can search

  • Payment Reference
  • Payment Description

Unapplied Payment Details

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If an item in the Instant Search view is selected, more information on that payment will become available. Some fields may be left intentionally blank. If you believe missing data should be available, or data is incorrect, please raise a request for support.

Unapplied Payment details include

  • Payment Reference
  • Payment Description
  • Payment Date
  • Payment Amount
  • Currency
  • Payment Type
  • Customer Account
  • Customer Name

Exporting Unapplied Payments as a .CSV

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At the top right of the Instant Search view, an Export button is visible. Selecting this Export button will drop down the option to limit how much information the user will download. By default this is set to 100 rows, however there is no limit to the amount of rows that can be exported.

In regards to Unapplied Payments, 1 row equals 1 payment.

Press the Export button on the dropdown box to start downloading a .CSV file of all available information.

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