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Software Version: 2022.06.15 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Append To Batch | |
| Build Batch | |
| Delete | |
| Grid Layout | |
| Help | |
New Batch | |
| Process | |
| Validate | |
| Fields | Description |
| Batch ID | |
| Comment | |
| Include Unpaid Invoices | |
| Invoice Date Thru | |
| Paid in Full Thru | |
| Payee | |
| Program | |
| Program Class | |
| Settle To | |
| Settlement Date | |
| Total A/P | |
| Total A/R | |
| Total Settlement |
Page Details
| Toolbar Icons | Description |
|---|---|
Auto Fill Amounts | |
| Column Filter Show/Hide | |
| Edit Amounts | |
| Excel | Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Remove Payment | |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Amt. to Pay | |
| Closed Date | |
| Customer ID | |
| Customer Name | |
| OK To Pay | |
| Open Amt. | |
| Payee | |
| PO | |
| Program Amt. | |
| Program: Description | |
| Remaining Amt. | |
| Settle To | |
| Settle To ID | |
| Settled Amt. | |
| Trans Class | |
| Trans Curr. | |
| Trans Date | |
| Trans Type | |
| Transaction | |
| Transaction Amt. | |
| Write Off Amt. |