View Payment Information

This image shows the Financial Summary screen.

After the user has logged in to Financial Summary, the above screen is displayed. All the data displayed is based on the user’s permissions and data level security. If the user has access to multiple suppliers, they have to select a supplier first before viewing any data. If the user has access to a single supplier, that supplier will be defaulted.

Within the dashboard screen, users can:

  • View Dashboards with key information:
    • Selected Supplier
    • Active Deals
    • Currency
  • Apply filters directly in the results table or using the Facet Search menu:
    • Filter by Supplier, Payment Date, and/or Document Type.
  • Order results directly in the table.
  • View the list of payments:
    • For the selected payment, view the documents (Merchandise Invoices, and so on) included in the payment.
  • Raise queries:
    • Suppliers can interact with retailers for each payment, by raising a query (This image shows the query icon). Retail teams are notified when a query is raised or answered.