Customize the Manage Payments screen

You can use the
Manage Payments Options
screen to specify default options for the
Manage Payments
screen.
  1. Choose
    Actions
    then
    Manage Payments
    .
  2. Select
    Edit
    then
    Options
    .
  3. Set the following preferences for the screen.
    • Allow multiple applications per vendor
      : If you mark this checkbox, the Apply column in the Rapid tab of the Actions then Manage Payments screen contains a dropdown, so that you can apply payables to payments in multiple groups instead of a single group.
    • Allow multiple payments per vendor
      : If you mark this checkbox, the Pay column in the Rapid tab of the Actions then Manage Payments screen contains a dropdown, so that you can pay each payable for a vendor with a separate payment instead of using one payment to pay the selected payables.
    • Application journal
      : Select the default journal to use for this client's application transactions.
    • Application reference
      : Enter the default reference to use for the application transactions. By default, the application uses PMTAPP, but you can change this to a different reference using up to 16 alphanumeric characters.
  4. Choose from the following column settings:
    • Default
      :  You can select the default value for the application to enter in the
      Bank account
      and
      Journal
      fields.
    • Hide
      : To hide a column in the
      Rapid
      tab of the
      Manage Payments
      screen, mark this checkbox for that item.
      note
      You can't hide any column with an asterisk next to it because those are required.
    • Arrow buttons
      : Use the arrow buttons to change the order of the columns in the Rapid tab. You can't hide required columns, but you can move them into a different position.
    • Reset
      : Select
      Reset
      to return the columns to the default order.

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