9.2 Viewing Payment Groups
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.
You must have at least one of these local college managed security roles:
- ZD AR Inquiry
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Viewing Payment Groups
Navigation: NavBar > Navigator > Accounts Receivable > Receivables Update > Posting Results-Payments > Payment Group-All Items
- On the Payment Group-All Items search page, enter or look up the Deposit Unit.
- Enter or select the Deposit ID.
- Enter or select the Payment ID.
- Select Search. The Payment Group-All Item page will display.
- Use the Payment Control tab to review the control totals and group status for the group.
- Select the Payment 1 tab.
- Use the Payment 1 tab to view item information including amounts, entry type and reason, payment terms, and discount data.
- Select the Payment 2 tab.
- Use the Payment 2 tab to view assigned support personnel, correspondence information, cash forecasting information, and draft information.
- Select the Payment 3 tab.
- Use the Payment 3 tab to view consolidated invoice information and user-defined fields.
- Process complete.
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