Viewing Payment Groups - 20b

Purpose:  To view payment groups using ctcLink.

Audience:  Accounts Receivable staff.

You can view payments after they have been posted. ctcLink enables you to view a payment group consisting of a single payment that has been posted or for which you have created accounting entries.

Viewing Payment Groups

Navigation:  Accounts Receivable > Receivables Update > Posting Results-Payments > Payment Group-All Items

You are now on the Payment Group-All Items search page.  Make sure the Deposit Unit data has auto-populated before going through the following steps.

  1. Select the Deposit ID field and enter the desired information. 
  2. Select the Payment ID field and enter the desired information.
  3. Select the Search button.

 Use the Payment Control page to review the control totals and group status for the group.

  1. Select the Payment 1 tab.

Use the Payment 1 page to view item information including amounts, entry type and reason, payment terms, and discount data.

  1. Select the Payment 2 tab.

Use the Payment 2 page to view assigned support personnel, correspondence information, cash forecasting information, and draft information.

  1. Select the Payment 3 tab.

Use the Payment 3 page to view consolidated invoice information and user-defined fields.

Payment 3 Tab

You have successfully viewed a payment group.

End of Procedure.

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