Once you have the appropriate vendors and transactions displayed in the selection grid, use the checkboxes in the first column to select transaction lines to pay. These transaction lines are all of type "Account".
The options to select are:
Select one or more individual transaction lines to pay.
Select all the transactions in the selection grid (use the checkbox on the top-level grid header row).
All relevant totals are updated as you amend your selection.
To help you find the transactions that you want to pay, you can:
Click the account name to see more information on the vendor account in a new tab.
Click the document number to see the original document in a new tab.
Click the transaction number to see the accounting entries relating to that document in a new tab.
Add the selected transactions to the proposal
When you have selected the appropriate transactions on the grid, click Add to Proposal.
What happens now?
All selected and valid transaction lines are added to the payment proposal. A confirmation message is displayed briefly.
The selected transaction lines are removed from the selection grid. If all retrieved transactions for a specific vendor are now proposed, the vendor summary row is also removed.
If these are the first transaction lines to be added, the proposal's status changes from "New" to "Proposed". The status of the corresponding transaction line items is also set to "Proposed" so they can't be selected for another payment or matching process.
The payment total and other dynamic totals are updated in the side panel.
Error handling
Each time a transaction line fails at this stage, information about why the error occurred is recorded in the Payments Plus Error Log object. See Viewing the Payments Plus Error Log for more details.
Some important validations at this stage are described here: