Adding the Payment Batch Processing Portlet

Add the Payment Batch Processing portlet to your dashboard to process payments in batches. For more information, see Processing Payments.

To add the Payment Batch Processing portlet:

1. Go to Payments > Payments Overview.

2. Click the Personalize Dashboard link at the top right corner of the page.

3. In the Add Content panel on the left, drag and drop the Custom Portlet to a specific location.

4. Put your cursor over the dropdown arrow in the portlet, and click Set Up.

5. In the Source field, Select one of the following:

   • For Payments Batch Processing – Payment Batch Processing Portlet SS2.

   • For Global Payment Batch Processing – EP Global Batch Processing Portlet.

6. Click Save.

Related Topics

Processing Payments

Processing Bills and Expenses

Processing Bills and Expenses in Batches

Setting Schedules for Payment Batches

Adding the Payment Batch Processing Portlet

Manually Processing Bills and Expenses

Setting Up Approval Routing for Payment Batches

General Notices