Note
Access to payment detail requires permission to the "Payment Detail" resource.
To view payment detail lines in the Payment Detail HD view, navigate to Accounts Payable > Payments > Payment Detail.
A few useful things you can do in the Payment Detail HD view:
- View payment detail by invoice. To do so, sort payment detail by vendor, invoice date, and payment merge number.
- View payment detail by payment. To do so, sort payment detail by vendor, payment date, and invoice date.
- Research an invoice's unpaid balance including the effect of voided payments.
- Search payment detail by numerous criteria.
- Copy payment detail to Excel for further analysis.
When you double-click a detail line in the HD view, the Payment window opens with the Invoices tab selected and focus in the Payment Detail table on the payment detail line.
Payment detail security
Common accesses available on payment detail
| Access | A user with this access can... |
|---|---|
| Change | Use the mass change action on payment detail. |
| Data | Have read-only access to payment detail from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete payment detail. |
| Edit | Edit payment detail records. |
| Read | Have read-only access to payment detail records. |
| Report | Run reports with payment detail information. |
| Report Designs | Create and edit report designs with payment detail information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit saved answers related to payment detail. |
| Shared Filters | Create and edit shared filters on payment detail. |
| Visible | View the Payment Detail folder in the Navigation pane. |