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This text refers to program version 8.1  

Operations Menu - Payments - Order

This page describes the 'Order' function on the Operations menu in the 'Payments: Browse' window. If you are using iOS or Android, the 'Order' function is on the Tools menu (with 'wrench' icon).

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The 'Order' function allows you to mark Payments as Ordered from the 'Payments: Browse' window.

If you are using Windows or Mac OS X, you can use this function to mark Payments as Ordered in batches. Simply highlight a range of Payments in the browse window and select the function. To highlight a range of Payments, click the top one in the range and then hold down the Shift key and click the last one. If you need to apply the function to a number of Payments that aren't in a range, highlight them while holding the Ctrl (Windows) or ⌘ (Mac OS X) keys before selecting the function.

If you are using iOS or Android, you can only highlight a single Payment at a time, by searching for it, so you can only mark a single Payment as OK at a time.

When you select the function, each highlighted Payment will be marked as Ordered immediately.

You can use Access Groups to prevent certain users from marking Payments as Ordered using any method including this function. To do this, deny them access to the 'Order Payments' Action.[CT7]

Messages will appear if any of the Payments you have selected need to pass through an approval process before you can mark them as Ordered, to let you know that the function has ignored such Payments. You can configure approval processes using the Approval Rules register in the Business Alerts module. Please refer to the description of the Approval Status field on the 'Bank' card of the Payment window for brief details about the approval process and here for full details.

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The Payment register in Standard ERP:

• Introduction
  

• Entering a Payment
  

• Entering a Payment - Example
  

• Payments in Currency
  

• Reconciling Payments, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Payments
  

• Printing Payment Forms and Cheques
  

• Invalidating Payments
  

• Prepayments and On Account Payments
  

• Correcting Mistakes in Payments
  

• Withholding Taxes in the Purchase Ledger
  

• Operations menu, including:
  
  • Order
    

  • OK
    

  • Create Payments Suggestion
    

  • Cheque Run
    

  • Open NL Transaction
    

  • Assign Cheque Number
    

  • Prepare Cheque
    

  • Print Cheques
    

  • Calculate Withholding Taxes
    

  • Payment Status
    

  • Bank Statement
    

  • Print Cash IN-OUT
    

  • Banking File Export
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu
  

• Row menu

Go back to:

• Home page for Purchase Ledger manual
  

• Home page for Standard ERP manual

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