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Payments

guide
3 min readUpdated

Applications › Finance

Payments

Overview

Use Payments in Finance to review payment records, create a payment record, and work with payment information in a list view. Finance and accounting users can search payment records, apply the available filter, choose the columns displayed, export the current list, and manage saved layouts.

Workflow

  1. Open the Payments list. In Applications, open Finance, then open Payments to view payment records.

    The list displays payment information including transaction number, receiving party, account invoices count, and amounts.

  2. Decide whether to create a payment or review an existing record.

    • To create a record, select Payment. Complete the payment form and select Save to keep the record.
    • Select Cancel to leave the form without saving.
    • To review an existing record, use Select to choose it from the Payments list.

    Note: Use Save only after reviewing the information entered on the payment form.

  3. Decide how to locate the required payments. Enter a value in the Search box to search the list. To use the available allocation-related criterion, select NotAllocated, then select Apply filter.

    Use the resulting list to identify the payment record you need to review or process.

  4. Decide whether the current list layout meets your reporting need.

    • Select Columns Chooser to adjust the columns shown in the list.
    • Select Standard Layout to use that layout.
    • To create a saved layout, select Add Layout, enter a Layout name, and select Save.
    • To save changes to the current layout, select Update Current.
    • To remove the current saved layout, select Delete Current. Use Delete where available to confirm removal.
    • Select Export to export the currently displayed payment list.

    Tip: Apply search and filter criteria before selecting Export so that the export reflects the payment records currently relevant to your work.

Examples

A finance user needs to review a payment received from AFCOO on 02 Apr 2026 for €500,000.00.

  1. Open Finance and then Payments.
  2. Enter AFCOO in the Search box to narrow the payment list.
  3. Select Apply filter if a filter criterion is being used.
  4. Locate the payment record with transaction number P26.1002 and select it for review.
  5. If the payment needs to be retained in an external working file, select Export after confirming that the displayed list contains the intended records.

Tips

Tip: Use Columns Chooser when you need a more focused list for daily review, such as transaction number, receiving party, and amount.

Warning: Selecting Delete Current or Delete removes a layout or item from the current context. Review the selected layout or record before proceeding.

Note: Give each saved layout a clear Layout name so that it can be identified easily when more than one layout is available.

Troubleshooting

SymptomLikely causeFix
The required payment is not visible in the list.The current search or filter may be limiting the records shown.Clear or change the Search box value, review NotAllocated, and select Apply filter again.
The list does not show the information needed for review.The current layout may not include the required columns.Select Columns Chooser and adjust the displayed columns, then select Update Current if you want to retain the layout changes.
A layout change is not retained.The current layout was changed but not updated or saved.Select Update Current, or use Add Layout, enter a Layout name, and select Save.

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