Selecting Payables - Edit Payments Batch

Selecting or Deselecting Documents in Edit Payment Batch

Many of us create batches using build payment batch. We enter a vendor and pulls all the documents that are ready to be paid for that vendor based on how we build the batch:

Then we can edit the Batch in Transactions>>Purchasing>>Edit Payment Batch:

Here we can see the Vendor ID is checked on the left, and when we click on each vendor ID we can see all the documents on the right for that Vendor.

If there is any documents that we do not want selected, we can uncheck the documents on the right.

You will notice the Dollar Amounts increase or decrease as you check and uncheck documents on the right (blue check marks in picture above).

Sometimes we have more documents to uncheck then to leave checked. If you unmark the vendor on the left, it will uncheck all documents for that vendor:

If the right is not showing invoices for the correct vendor (In my example I am looking for AAA invoices and its showing CCC):

Simply click on the vendor ID on the left, not the check box, the actual vendor ID:

Now you have all the documents unchecked on the right and the Vendor ID unchecked.

With the Vendor ID unchecked, you can check the documents you wish to pay on the right:

Notice how the vendor will automatically be checked on the left once you select a single document on the right. The Total Amount Paid will updated with each document checked: