You can access different functions from the Action Panel which displays available action cards depending on your security profile permissions.
To access the Action Panel, you need to select a checkbox in front of a transaction. When you select multiple transactions at the same time, the available action cards change to accomodate for actions that affect more than one transaction.
The example below takes you through accessing the Action Panel from Suggested Payments, but you can also follow the same logic for the Remittance and Export screens.
Access the Action Panel from the Suggested Payments screen
Click Creditors then Transactions and click Suggested Payments.
Note: All purchase transactions are displayed. You can narrow down the search by using the Advanced Filter panel. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of a transaction you wish to work with.
Note: The Action Panel will automatically open from the right-hand side of the screen, with the available action cards depending on your security profile permissions.
You can close the Action Panel by clicking on the icon. You can always open the Action Panel again by clicking on the icon on the right-hand side of the screen.
Note: The Action Panel opens the same way from the Remittances and BACS Export screen too.