Contents - Index


Payments

This gives you access to mass payment posting and EFT interfaces.

Layout

Button Bar
The top of the payments area contains some buttons that are used for the underlying screens. These buttons are:

Close. This will completely close out of interfaces.
Save. This is used to save the data on the screen currently being edited.
  Abort. This will cancel the changes you are currently making and revert back to the pre-edited data.

Menu Panel
The right side of the screen consists of a retracting panel that is used to select the desired payment screen. Use the bright fuschia vertical bar to open and close this panel. 

Screens are grouped by function and are controlled by security as to whether or not you can access them and/or edit them.

General Group
Multiple Payments Grid: Allows the export of ACH/EFT batches. Allows the posting of multiple payments at a time. Allows posted payment batches to be exported to ledger interfaces.

Data Screen Area
The area to the left of menu panel is where the data will be displayed for the payments screen selected. 

Each data screen will have its own button bar whuch will contain the name of the screen. Any special buttons associated with that data screen will usually appear on that bar. If a screen is subdivided into tabbed pages, it is quite possible that each tabbed page would have its own button bar.