We can access and manage payment batches using the Payment batch processing portlet. Roles that use the custom EFT role to create electronic bank payment files can add the payment batch processing portlet to their home dashboards to view and process payment batches.
To add the payment batch processing portlet to the dashboard:
- Select Personalize on the Home page.
- Click Custom Portlet in the standard content pane.
- The custom portlet will be added to Dashboard. Click on the upper-right corner of the portlet and select set up.
- From the Source field, select payment batch processing portlet.
- Click Save.
The payment batch list displays the number of open batches to be processed for each bank account. Click on View Details to quickly access batches and submit them for processing or click the bank account to view the company bank account detail record.
