Using the Selection - Payment Selection and Review Form
The Selection - Payment Selection and Review form allows you to enter criteria for extracting the transactions to be saved in a payment set, or saved set, so that they can be subsequently reviewed, modified, and paid. It also allows you to review all the transactions in a payment set that has been previously saved, providing you know the Saved Set Number. For more information see 'Selecting and Reviewing Transactions for Payment'.
Payment Selection and Review (PYS)
- Account Code From/To
- Enter the account or range of accounts from which the transactions are to be extracted. If you are selecting all the transactions in a saved set, check the check box.
- Priority Rating
- If you want to filter by priority rating enter it here, otherwise check the check box. A priority code is used to group customers, suppliers and clients together for any reason. For more information see 'Adding and Maintaining Customers', or 'Adding and Maintaining Suppliers'.
- Allocation Marker
- If you want to filter by allocation marker enter it here, otherwise check the check box.
- Saved Set Number
- To extract all the transactions in a previously saved payment set, enter the saved set number here. Otherwise, check the check box.