Pay Method List

This Help File Page was last Modified on 05/09/2021

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Pay Method List

This Help File Page was last Modified on 05/09/2021

The Pay Method List (Report) is a fully functional Data Grid which provides a list of the Payment Methods entered for your Company's Subscribers.

This is a multi-use report which helps to identify anomalies in data entry, verify data entry, confirm what and from where Payment Methods were entered within a specific Date Range,

This information may be filtered, sorted, printed, and/or exported as needed.

 

Accessing the Pay Method List (Report) dialog:

There are two ways to access the Pay Method List dialog:

a)From the Backstage Menu System Select Reports and Choose Receivable Reports, or

b)From the Quick Access Menu, Select Reports and Choose Receivable Reports.

Then, Select the Pay Method List option.

 

HelpFilesPayMethodListReport

Pay Method Report Grid

 

Setting Up the the Pay Method List (Report) - The Ribbon Menu provides these Options and Icons:

 

HelpFilesPayMethodListReport-WithData

Pay Method Report Grid - with Data

 

Ribbon Menu Options to determine what Payment Method records will be listed:

Start Date - By default this will be the first day of the current Year.

Use the Drop-Down Date/Time Calendar provided to enter a different Start Date if needed.

End Date - By default this will be the current Day and Time.

Use the Drop-Down Date/Time Calendar provided to enter a different End Date and Time, if needed.

Created by - By default this will be All.

Use the Drop-Down Selection List provided to limit the list to only those Payment Methods created by an end user, or by your Company (from your office)

Verification Recommended - By default this will be All.

Use the Drop-Down Selection List provided to limit the list to only those Payment Methods set as Default but are not set for Auto Draft, or set for Auto Draft but have no Default Payment Method identified

 

Max records to show in grid - This option - which is located at the bottom of the Payment Methods List is set to 50 by default.

 

HelpFilesPaymethodList-MaxRecordsToShowInGrid

 

Provided for those Companies with a large number of Subscribers

This setting allows a User to restrict the number of Payment Methods List records - that will be retrieved from the database at one time - to the Maximum number set here.

A pair of left and right arrow buttons provides movement from Grid page to Grid page.

The number of records (pay methods) being displayed, and the total number of applicable records (pay methods), is also shown.

 

Ribbon Menu Icons to load the selected data, and  filter, sort, print, and/or export the Payment Method records

Retrieve Data - Once you have determined the Payment Methods that are to be listed, Click the Retrieve Icon

Print - Once you have filtered, sorted, and selected the required Columns (see below) in the data grid, if needed Click the Print Icon

Export - Once you have filtered, sorted, and selected the required Columns (see below) in the data grid, if needed Click the Export Icon

EMail - Once you have filtered, sorted, and selected the required Columns (see below) in the data grid, if needed Click the EMail Icon

 

Columns - Select which columns of data are to be displayed:

 

HelpFilesPayMethodListReport-AvailableColumns

 Available Columns

 

Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be displayed.

By default, all Column Names will be Checked.

Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.

 

Sorting the List - Setting the Order in which the Payment Methods List dialog's data grid is Listed within the Payment Methods List Grid:

The default sorted order of the Payment Methods List dialog's is based on the Sub. Id (Subscriber's ID Number) - which is ordered from lowest to highest (1 - 9).

Thereafter, the column that determines the sorted order of the List may be easily changed, whenever needed.

 

Filtering the List - This Payment Methods List dialog's data grid may also be filtered, as needed to define/identify the data that is actually needed.

See the Grids & Lists and the Filter Builder Dialog chapters for more information  about formatting and printing (and exporting) the Payment Methods List dialog's data grid

 

Radial Menu Lookup options - Accessing the Payment Method and/or the Subscriber Form for any listed Pay Method line item.

 

HelpFiles-PayMethodListDialog-LookUp

 

Right-Click on any Payment Method record to display its Radial Right-Click Menu

Select the Go To Subscriber, Go To Pay Method option to open and view the associated Subscriber or Payment Method Form