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.
    • 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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