The Payments - Lines screen displays a list of payment lines from all payments in Manager.io. This feature is useful for summarizing, filtering, or quickly searching for specific payments based on their line items.
To access the Payments - Lines screen, follow these steps:
Navigate to the Payments tab.
Click on the Payments - Lines button.
The Payments - Lines screen features several columns that provide detailed information about each payment line item:
GetDate): The date of the payment.GetReference): The payment reference number.GetBankOrCashAccount): The bank or cash account from which the payment was made.GetCustomer): The customer's name, if relevant to the payment.GetSupplier): The supplier's name, if applicable to the payment.GetDescription): An explanation of the payment.GetItem): The name of the item on the line item.GetAccount): The general ledger account title for each line item.GetLineDescription): An explanation of a line item.GetQty): The quantity for each line item.GetUnitPrice): The unit price set for an individual item in a transaction line.GetProject): The title of the project associated with a line item.GetDivision): The division associated with a line item.GetTaxCode): The tax code applied to a line item.GetTaxAmount): The tax amount per item in the list.GetAmount): The total amount for each item in the list.You can choose which columns to display on the Payments - Lines screen to tailor the information to your needs. To customize the columns:
Click on the Edit Columns button.
Select or deselect the columns you wish to display.
For more detailed instructions on customizing columns, see Edit Columns.
Utilize Advanced Queries to further manipulate the data displayed on the Payments - Lines screen. For example, since the tab displays rows for all payments, you may prefer to:
This allows for more focused analysis and reporting based on specific criteria.
By leveraging advanced queries, you can efficiently filter and group payment lines to gain insights into your transactions with specific suppliers or under certain accounts.
By understanding and utilizing the Payments - Lines screen, you can enhance your ability to monitor and analyze payment transactions within Manager.io, making your financial management more effective and streamlined.