Enabling viewing of checks on cash payment records

Use this procedure to enable a View Check link on Cash Ledger Payables Payment records and Cash Ledger Transaction records. The View Check link provides access to the watermarked IDM Payables Payment Output document.

  1. Select Cash > Administration.
  2. In the Payment panel, click Cash Payment Formats.
  3. Open a record that has a payment format of IDM Output File and a Payment Template configured.
  4. Verify that the Versioning check box is selected. See Creating versioning templates for checks.
  5. Select the View Check in Cash Payment check box.
    If Versioning is enabled, the View Check in Cash Payment toggle is shown. If Versioning is disabled, the View Check in Cash Payment toggle is hidden.
  6. Click Save.
    The document is now accessible directly from the payment record. For details on link navigation, see View output documents.