Overview
Paradigm gives you the option to search payments with the following criteria: Payment ID, Reference Number, Payment Type, Payment Method, Effective From and To Dates, Status, To Party ID, Created From and To Dates, and Created by User Login.
This section will also allow you to reconcile selected payments, see workflow below.
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Search Payments Criteria: Fields with Brief Descriptions
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Workflow
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How to Reconcile Customer Payments
2. In your search results, (1)select the payments that you want to reconcile by clicking on the checkbox against the record that you want to reconcile, alternatively, you can click the checkbox header on top to select all payments. (2) Select the Bank Account. (3) Check the total payments that you want to reconcile. (4) Click the RECONCILE SELECTED PAYMENTS button. |
Related Pages
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Accounting Edit Products