The following enhancements have been made to the AR Payment Batch screen:
Search and Add Accounts/Sites
To search and add accounts and sites to the batch, an 'Add' icon has been introduced. Additionally, the search can also be initiated by selecting the F5 key on your keyboard.
Change Account
In the event of an error where the wrong account was linked to the payment, the process to change the account has been updated. To do so, either tab to the Account ID field and use the Space Bar to open the Search Accounts / Sites screen, or simply select within the Account ID field to initiate the search.
Pathway: Accounting > AR Payment Batch