A payment details report allows you to view the payment details of all your vendors in one central location. Felix gives you the ability to search and filter vendor payment details to compile a report that has been customised to suit your needs.

Payment details reports can be customised to only include payment details of a specific status or validation state. You can also generate reports based on when the payment details were created or by searching for a specific keyword.

Generate a payment details report

To generate a payment details report:

1. Navigate to Reports > Payment Details from the main menu.
2. (Optional) Use the Quick search field to search for a specific keyword.
3. (Optional) Click the Show Filters button to unfurl the filters menu.
4. (Optional) Update the dropdowns as required and click the Apply Filters button.
5. Click the Actions button at the top right corner.
6. Click Download Payment Details List.

 

NOTE: Your report will be generated as per the filters you have selected. You can generate a report of the payment details for all your vendors by following the steps above without applying any filters.