The purpose of the Payment Receipts List View is to show open Payment Receipts (Status of "New" or "Approved"). From here, users can add new Payment Receipts, edit or delete existing Payment Receipts, and/or Post Payment Receipts. When Payment Receipts are posted, the Customer Balances and Customer Aging are updated and the receipt becomes available to the Checkbook Deposit transaction. Payment Receipts make a journal entry when they are posted.
Software Version: YYYY.MM.DD and newer
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| Toolbar Icons | Description |
|---|---|
| Delete | Error rendering macro 'excerpt-include' : No link could be created for 'Delete LV - Global'. |
| Edit | Error rendering macro 'excerpt-include' : No link could be created for 'Edit - List View Single Line'. |
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Global'. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Layout'. |
| Help | Error rendering macro 'excerpt-include' : No link could be created for 'Help - Global Icon'. |
| Mass Update | Opens the mass update dialog, which allows to mass update the following properties: Status |
| New | Opens a new blank record for data entry. |
| Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. | |
| Fields | Description |
| Checkbox | Used to select one or more records for Mass Update or Delete. |
| Field 1 | |
| Field 2 | |
| Field 3 | |
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. |
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####. |
| Text Field | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. |
| Yes/No Lookup | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that... |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.