Editing Payment Details Template Filters

Use this Payment Details Template Filters tab to specify the filters that you want to display as default filters while creating a new payment.

To edit the template filters:

  1. Navigate to Payment Details Template Lightning page.
  2. In the Filters tab, click Edit Filters. The Edit Filters window opens.
  3. You can select multiple filters by searching for the vendor name, vendor payment method, and accounts payable control GLA by providing few letters or words as search strings respectively.
  4. When you have finished, click Save.