Other Actions for Payments Made

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

Filter Payments Made

You can filter the payments made in your organization by their status or using custom views. Here’s how:

• Click Payments Made under Payables.
• Click All Payments Made at the top and select the required filter.

If you’ve created custom views or have custom views shared with you by other users, you can filter payments made using these custom views. You can find your own custom views under Created By Me and those shared with you under Shared With Me. Read our help document on custom views to learn more.

Attach Files to a Payment Made

You can attach files to a vendor payment using the following methods:

• Attach the files on your device.
• Attach files from cloud resources like Zoho Workdrive, Google Drive, Dropbox, One Drive, etc.

To attach files to a vendor payment:

• Go to Payments Made under Payables.
• Click the vendor payment to which you want to attach files.
• Click Upload Files in the top right corner.
• Click the dropdown next to Upload Your Files and select the preferred option.

View Payment History

You can view the history of the actions performed on a vendor payment. Here’s how:

• Click Payments Made under Payables.
• Click the vendor payment for which you want to view the history.
• Click Payment History in the top right corner.

Export Current View

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

• Click Payments Made 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.

Sort Payments Made

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

• Click Payments Made 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 sort payments made 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.

Rearrange Columns

You can rearrange the columns and fields displayed on the Payments Made List page and show or hide them.

To rearrange columns:

• Click Payments Made under Payables.
• Click the Customize Columns icon next to the column names.
• Rearrange the columns by dragging and dropping them according to your preference.
• Click Save. The columns will be arranged as per your preference.

To show or hide fields:

• Click Payments Made under Payables.
• Click the Customize Columns icon next to the column names.
• Check a column name to show it on the Payments Made List page. Or, uncheck a column name to hide it.
• Click Save.

Refresh List

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

• Click Payments Made under Payables.
• Click the More icon in the top right corner.