Other Actions for Batch Payments

In this help document, you’ll learn the other actions you can perform on the batch payments in your organization.

Sort Batch Payments

You can sort batch payments based on different columns or fields. Here’s how:

• Click Batch Payments under Payables.
• Click the column based on which you want to sort. The sorting will be in ascending or descending order, as indicated by the arrow next to the column.

You can also batch payments using the following method:

• Click the More icon in the top right corner.
• Hover over Sort By and choose the option based on which you want to sort.

Export Batch Payments

You can export the batch payments created in your organization. Here’s how:

• Click Batch Payments under Payables.
• Click the More icon in the to right corner.
• Hover over Export and select Export Batch Payments.
• Choose if you want to export All Batch Payments or batch payments added during a Specific Period.
• If you chose Specific Period, select the Start Date and the End Date.
• Select a Export Template if you want to export only specific fields of the batch payments. If you don’t select any template, all fields will be exported.
• Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
• Enter the File Protection Password if you want to protect the export file.
• Click Export.

Export Current View

If you’ve filtered batch payments or rearranged, shown, or hidden columns, then you can export the current view. Here’s how:

• Click Batch Payments under Payables.
• Click the More icon in the top right corner.
• Hover over Export and click Export Current View.
• Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
• Enter the File Protection Password if you want to protect the export file.
• Click Export.

Refresh List

Sometimes, other employees of your organization may create new batch payments or modify existing ones. As a result, you may not have the latest list of items. You can refresh the items to get the most up-to-date list. Here’s how:

• Click Batch Payments under Payables.
• Click the More icon in the top right corner and select Refresh List.