Finance: New and improved filtering for the Payments (PAY) and Payment items (PITM) applications
K
Knut Sætre Waka
started a topic
almost 3 years ago
Classification: USEFUL
Payments (PAY) and Payment items (PITM) have now been adjusted to give users improved filter functionality and more relevant information.
Dropdown-menus have been added to PAY and PITM to ease filtering on different kind of payments like Customer Payments, Supplier Payments, Bank Transfers etc. By using the Radio-buttons it will be possible to filter on payments that have messages from the bank.
New information has also been added to the PAY application. Customer or Supplier Account, and Name will show if payments have a reference to customer or supplier, and payments that have a message from the bank will show an Info icon behind the Payment ID. The user can mouse-over to show the whole message.
Other minor adjustments have been made to other columns in these applications. The Payment management (PAM) application has also been updated to show the new and improved Payment application in the Payment tab. We have also added a Payment Items tab in PAM, which will show the new and improved PITM.
Knut Sætre Waka
Classification: USEFUL
Payments (PAY) and Payment items (PITM) have now been adjusted to give users improved filter functionality and more relevant information.
Dropdown-menus have been added to PAY and PITM to ease filtering on different kind of payments like Customer Payments, Supplier Payments, Bank Transfers etc. By using the Radio-buttons it will be possible to filter on payments that have messages from the bank.
New information has also been added to the PAY application.
Customer or Supplier Account, and Name will show if payments have a reference to customer or supplier, and payments that have a message from the bank will show an Info icon behind the Payment ID. The user can mouse-over to show the whole message.
Other minor adjustments have been made to other columns in these applications.
The Payment management (PAM) application has also been updated to show the new and improved Payment application in the Payment tab. We have also added a Payment Items tab in PAM, which will show the new and improved PITM.
Release date: 8 July 2022