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How do I review a payment?

To review single payments that were entered today

  • Select Payments and Transfers
  • Select Payments Overview
  • Select Entered Today from the predefined filters on the left hand side of the page
  • Select the payment to view the details 
  • Select Review (If viewed on a mobile device ‘More options’ will need to be selected first)
  • Check the payment details and then select Confirm
  • Select Confirm

 To review multiple payments or payments that were entered before today

  • Select Payments and Transfers
  • Select Payment Overview
  • Select Awaiting Attention from the predefined filters on the left hand side of the page
  • Select Review (If viewed on a mobile device ‘More options’ will need to be selected first)
  • Check the payments and then select the check box next to the individual payments or the check box next to Date of Payment to select them all
  • Select Confirm
  • Select Confirm

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