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Reject Payments

The Finance Manager can be used to reject Payments. Rejecting a Payment resets its Export State to Planned. You can select certain Payments to reject, reject the current page of Payments, or reject all filtered Payments.

Reject selected Payments:

  1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

  2. Conduct a search to filter Payments and populate the grid.

  3. Select the check box next to each desired Payment.

  4. In the toolbar, click Reject, then click Selected.

    The page is updated, and each selected Payment's Export State is reset to Planned.

Reject the current page of Payments:

  1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

  2. Conduct a search to filter Payments and populate the grid.

  3. In the toolbar, click Reject, then click Current Page.

    The page is updated, and the Export State for each Payment on the current page is reset to Planned.

Approve all filtered Payments:

An action performed on all Payments applies to all filtered results, including pages that might not be displayed in the current grid.

  1. Navigate to the desired Finance Manager page (i.e., Payables, Receivables, Exceptions).

  2. Conduct a search to filter Payments and populate the grid.

  3. In the toolbar, click Reject, then click All.

    The page is updated, and the Export States for all filtered Payments are reset to Planned.