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SecurityTrax

Company Payable Entries

Payable Entries List

By default, you will see a list sorted by Payable Entries Created Date. The most recent Payable Entry will be at the top of the list. Note: You can change the sort by clicking on the arrows next to the column header.

 

Filters

In the Filters section you can select as many filters as you like to update the list.

Status Is

The dropdown options will show all the available statuses. You can select as many statuses as you like to show payable entries with those statuses.

Job Function Type 

The dropdown options will show all the available types. You can select as many types as you like to show payable entries of that/those type(s).

Job Function  

The dropdown options will show all the available Job Functions. You can select as many job functions as you like to show payable entries of that/those function(s).

Payee

The dropdown options will show all the available Payees. You can select as many payees as you like to show payable entries with that/these payee(s).

Created Date 

Select one date or a date range to filter the list down to payable entries created within that timeframe.

 

Open/Edit a Payable Entries from Company List

You can view and edit Payable Entries right from here. Click on the row of any Payable Entry to view the full entry and make any changes.

 

View Customer Details

You can hover over the Customer's name to see the Customer preview. On this preview you can select See Customer Record to go directly to the Customer's record.

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