The second stage of the Payments Plus process follows this sequence:
Define optional filters and retrieve the transactions.
Select the transactions to pay and then add them to the proposal. See Selecting Transactions to Pay for more information.
When this page first opens, some default filters are already defined:
The payment currency defined on the Payment Details page becomes the document currency filter. This is read-only at this stage. If you want to change it, go back to the Payment Details stage and change it there. You cannot change the document currency after transactions have been added to the payment proposal.
The payment media defined on the Payment Details page becomes the default payment method filter. You can amend it, or clear it.
If these default filters are enough, you can click Retrieve Transactions now. All transaction lines that meet the filter criteria will be retrieved and displayed in a selection grid.
Define optional filter criteria
If you want to filter the transactions retrieved to help you find the ones you want to pay, you can define optional filter criteria.
Click to display a list of options for that filter.
To clear all optional filter criteria, and clear the selection grid of all transactions, click Clear All. When this happens, only the payment currency filter will remain active.
Retrieve the transactions
Once you have defined all the filters you want, click Retrieve Transactions to apply them. All transaction lines that meet the filter criteria will be retrieved and displayed as a selection grid.
The filter panel will be hidden, but you can reopen it by clicking the Show Filters link. To hide the filter panel again, click Hide Filters. To see more detail about the filter criteria that are in force while the filters are hidden, hover over the Filters Applied control.
to display a list of options for that filter.