# Payments

_Applications › Finance_

![Payments](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/70e8a2b555297f090d4abf6d8cbecbfc.png)
*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

| Symptom | Likely cause | Fix |
|---|---|---|
| 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**. |

## Related pages

- [Finance — Overview](doc:finance-overview)
- [Letters Of Guaranties](doc:finance-letters-of-guaranties-view-record)
- [Finance — Learning Path](doc:workflows-finance)
- **Principal Invoices**