Payments can be managed and monitored on the Dashboard from the VeriPays and Direct Bank Payments areas.
On the Dashboard, the statuses of all active Payments are displayed by clicking the VeriPays or Direct Bank Payments options, which show the pie charts and corresponding tables. Any section of the pie chart or rows in the table can be clicked, which will display the Payments that are currently in that status.
If Payments are assigned to Projects, the pie chart and corresponding table views can be filtered by Project by selecting the Project from the View dropdown menu. Please see Assigning Items to a Project for more information about managing Payments assigned to a Project.
In the Payments area, all VeriPays and Direct Bank Payments are displayed in the corresponding grids. You can toggle between viewing VeriPay Payments and Direct Bank Payments by clicking the buttons for each payment type.
Payments are organized by Sent (Payments sent by your Organization), Received (Payments received by your Organization), and Archives (VeriPays that have been archived).
Payments can be searched for using the Search field, sorted using the Sort By dropdown, and filtered using the Filter By dropdown.
Batch Actions can be taken on multiple Payments from the display grids in the Payments area. Please see Batch Actions for Payments for more information.