Navigation
To access the Payments — Lines screen, navigate to the Payments tab in the main menu.
Click the Payments — Lines button at the bottom of the payments list.
Column Management
The screen displays payment line data in columns. You can customize which columns appear to focus on the information most relevant to your needs.
Click the Edit Columns button to select which columns to display. This lets you create custom views tailored to specific reporting or analysis requirements.
Learn more about customizing columns: Edit columns
Advanced Queries
Use Advanced Queries to create powerful custom reports and analyses. This feature allows you to filter, group, and summarize payment data in sophisticated ways.
For example, to view total payments by supplier for accounts payable transactions only, you can create a query that filters by account type and groups by supplier. This helps analyze spending patterns and supplier relationships.