Payment Automation Dashboard

You must install the Payment Automation SuiteApp before you can access the Payment Automation dashboard. For instructions, see Installing the Payment Automation SuiteApp.

For more information about accessing a subsidiary account or switching between subsidiaries accounts, see Switching Dashboards Between Subsidiaries.

Overview page

Navigation pane

On the navigation pane on the left side of the dashboard:

Note:

You can search for payments using the check number on the Payments page of the dashboard.

Related Topics

General Notices