Finding Disbursable Payments
Using Filters
Filtering is available in the following columns:
- Segment
- Subcontract Number
- Draw Name
- Project Number
- Organization
Note: Searching for a Prime Subcontractor will return the Sub-Tiers, too.
- Funding Account
- Project Name
- Vendor ID
- Funding Organization
Enter a search term in a column search field.
Note: This filter is saved as your default.
Using Advanced Filters
Advanced filtering is available in the following columns:
- Draw
- Payment Due Date
- Discount
- Period To Date
- Net Invoice Amount
- Current Payment Amount
- Owner Funding Date
- Invoice Tax
- Choose a column search field and an Advanced Search dialog box appears. This dialog is used for dates and amounts.
Notes:
- The dialog box for amounts allows you to enter a range.
- The dialog box for dates includes a date selector.
- Choose Apply.
The table shows disbursable payments that match the search criteria (filtered view).
Tip
Use the Reset Filters link to remove any search criteria applied to the table.
Using Sort
Select a column heading and the Sort icon appears.
- Select the icon once to sort the column in ascending order—A-Z or lowest value to highest value.
- Select the icon a second time to sort in descending order—Z-A or highest value to lowest.
Last Published Wednesday, July 10, 2024