Payment Management is a batch processing tool that can be used to adjust payments and charges created through batches entered manually, through the Cash Receipts module, or through imported statements from a van line.
The Payment Management interface is accessible through the Contents screen or through Go To > Accounting & Financial > Payment Management.
Figure 1: MoversSuite Payment Management interface
The interface is comprised of three general functions to create a New batch, Import a batch from a file, and view the VL Distributions report.
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General Functions |
Description |
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New |
Opens the Create New Batch dialog allowing a user to define a manual batch record to be processed with Payment Management. |
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Import |
This option allows a user to create a new payment batch based on a file received from a van line. Selecting this option will require the user to select a flat-file containing statement information from a van line. |
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VL Distribution |
Selecting this option will open the Payment Management Van Line Distributions report for the selected record. The report displays each distribution line item without the need of expanding the record tree in the grid. Refer to the Payment Management Van Line Distributions Report topic for more information. |
Payment Management is divided into three tabs:
Batch Management – Manage a record from the batch level
Detail Processing – Manage the detail records and line items linked to a batch
Order Notes – View and add notes to a selected order
Batch Management