Payments
Payments Navigation
From the left-hand navigation panel, under the Payments section, users can access the following payment views:
All Payments – Displays all payments available in the system.
Not Paid Payments – Displays only payments with a Not Paid status.
Paid Payments – Displays only payments with a Paid status.
These predefined views allow users to quickly access payment information based on payment status without manually applying filters.
All Payments Overview
The All Payments page provides a centralized view of all contract payments and milestones available in the system.
Each row in the table represents a payment entry and includes key information such as:
Payment Date
Amount
Contract Name
Vendor
Milestone / Description
Invoice Number
Cost Center
Payment Status
Alert Status
Payment Actions Menu
Each payment row includes an Actions menu, accessible through the three-dot icon located on the right side of the table.
When clicking on the three-dot Actions menu and selecting View, the system opens the payment details pop-up window.
The pop-up provides a detailed overview of the selected payment, including:
Payment Date
Amount
Milestone / Description
Payment Status
Payment Alert Configuration
Invoice Number
Cost Center
Additional Comments
Users can also view whether the Payment Alert option is enabled for the selected payment.
When enabled, the system automatically sends an email notification to both the Contract Manager and the Vendor Manager one month before the payment due date.
This detailed view helps users quickly review payment information without leaving the Payments page.
Payments Filters
The Payments page includes advanced filtering options that help users quickly search, refine, and locate payment records.
Users can combine multiple filters simultaneously to narrow down results efficiently.
The available filters include:
Search Filters (Includes searching through all columns)
Contract Status
State
Date Between
Amount Between