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.

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 Select All check box.
Priority Rating
If you want to filter by priority rating enter it here, otherwise check the Select Blanks check box. A priority code is used to group customers, suppliers and clients together for any reason.
Allocation Marker
If you want to filter by allocation marker enter it here, otherwise check the Select Blanks 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 Select Blanks check box.