Groups

filters by number of grouped payments not the payment totals

Billing / Payments / Filters / Groups Payments

  • >5: filters system to view which billing entries have equal to or greater than 5 payment entries.
  • >10: filters system to view which billing entries have equal to or greater than 10 payment entries.
  • >20: filters system to view which billing entries have equal to or greater than 20 payment entries.
  • Custom: filter by one of the options, including equal to, equal or greater than, equal or less than, greater than, less than, and between.

Billing / Payments / Filters / Groups Reconciled

  • None: view payment lines that have no amount associated with reconciled payments.
  • Some: view payment lines that have some of the dollar amount associated with reconciled payments.
  • All: view payment lines that have all of the dollar amount associated with reconciled payments.