Reviewing the Proposal

Note:

This topic relates to the Payments Plus feature introduced as a pilot version in FinancialForce Accounting V17. For information on using the original Payments process, open the Payments and Collections folder in the Help Contents.

On the Review page you have the opportunity to check that you have selected the correct items to pay, and to remove any you decide not to pay. If you do not want to make any changes, click Prepare Checks to move on to the check printing stage. If your payment amount is zero, Post & Match is displayed. You can click this move to the post and match stage.

Note: Note

If, when you click Prepare Checks, you do not have an active check range or there are insufficient check numbers in the range, an error is displayed and you are returned to the Review page. You can then resolve the check range errors or remove payments from the proposal. See About Check Ranges and Numbers and Creating and Activating Check Ranges for more information.

To remove one or more transaction lines:

Click the Edit Proposal slider button. This activates the review grid for editing.

Select one or more transactions to remove. Notice that footer tells you how many transactions and vendors are selected and their total value.

When you are sure you have selected the correct transactions, click Remove from Proposal.

[Optional] Follow the same process to remove more items.

Review the vendor account totals for vendor accounts with negative or zero payment values.

	Negative payment value	You cannot continue until you resolve this.
	Zero payment value	You can continue, but no check will be printed. The related transactions will be matched during the Post & Match process.

When you are ready to continue to the Preparing Checks stage, click Prepare Checks.

Warning:

You can no longer modify the payment once you have clicked the Prepare Checks button.

Notes:

The maximum number of transaction lines that you can remove at one time is limited. The default is 1,000 lines, but your limit could be different.
The maximum number of vendor accounts you can have on a single payment proposal is 1,000.

What happens when you remove one or more transactions from the proposal?

A brief confirmation message is displayed.

All related dynamic totals are updated, or disappear if no longer relevant. You can't continue if one or more vendor accounts have a negative payment value.

The selected items are removed from the proposal and from the review grid.

The status of the removed transaction lines changes to "Available".

Related Concepts

Payments Plus Overview

The Payment Proposal Side Panel

Payment Media

Asynchronous Batch Jobs

Related Tasks

Creating a New Payment Proposal

Filtering and Retrieving Transactions

Selecting Transactions to Pay

Preparing Checks