Manage Payments Options dialog

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Use the Manage Payments Options dialog to specify default options for the Manage Payments screen.

Choose Actions > Manage Payments. In the Manage Payments screen, choose Edit > Options.

Tabbed pages in this dialog

Preferences tab

Payments and Applications

  • Allow multiple applications per vendor. If you mark this checkbox, the Apply column in the Rapid tab of the Actions > Manage Payments screen contains a drop-down list, so that you can apply payables to payments in multiple groups instead of a single group. For details, see Using the Rapid tab to apply payables and payments.
  • Allow multiple payments per vendor. If you mark this checkbox, the Pay column in the Rapid tab of the Actions > Manage Payments screen contains a drop-down list, so that you can pay each payable for a vendor with a separate payment instead of using one payment to pay the selected payables. For details, see Using the Rapid tab to apply payables and payments.

Transaction Defaults

  • Application journal. Select the default journal to use for this client's application transactions.
  • Application reference. Enter the default reference to use for the application transactions. By default, the application uses PMTAPP, but you can you can change this to a different reference using up to 16 alphanumeric characters.

Columns tab

Column Selections

  • Default. You can select the default value for the application to enter in the Bank Account and Journal fields.
  • Hide. To hide a grid column in the Rapid tab of the Manage Payments screen, mark the checkbox in the Hide column for that item. Note that you cannot hide any column with an asterisk (*) next to the name because those are required fields.
  • Arrow Up arrow button Down arrow button buttons. Use the arrow buttons to change the order in which the columns are displayed in the grid in the Rapid tab. Note that although you cannot hide any of the required columns, you can move them to a different position in the grid.
  • Reset button. Click this button to return the columns to the default order.

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