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How to search and filter payments?
How to search and filter payments?
Vanessa Teo avatar
Written by Vanessa Teo
Updated over 2 years ago

A cool new feature in "Pay" is the ability to search and filter all your payments. By helping you find payments fast ipaymy makes accounting and reconciliation an easy task.

Search

Easily search for keywords for quick navigation to customer invoices. Keyword options include:

  • Recipient Name

  • Receipt Number

  • Note to Supplier

Filter options

Alternatively, use the powerful filter options to define specific payment groups. Filter options include:

  • Payment Category - Rent/Invoice/Salary/Tax

  • Status - Scheduled/Under Review/In Progress/ Completed/Overdue/Refunded/Cancelled/Other

  • Frequency - One-time/Recurring

  • Charge Date - Last week/Last month/Last three months/Last six months/Custom

  • Payout Date - Last week/Last month/Last three months/Last six months/Custom

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