Introduction
The Payment Order feature in Empress is a fantastic tool for managing and tracking your business’s payments. This feature enables you to create, edit, and manage payment orders for your company, providing you with an efficient and organized way to handle your company’s financial transactions.
Understanding the Payment Order Feature
The Payment Order feature allows you to:
- Set up a Series for your payment orders, making it easier to keep track of your transactions.
- Link your payment orders to your Company.
- Choose a Payment Order Type – either Payment Request or Payment Entry.
- Assign a Supplier to the payment order.
- Set a Posting Date for the payment order.
- Link your company’s Bank Account and Bank to the payment order.
- Add Payment Order References to keep track of related transactions.
- View and track changes to the payment order.
Utilizing the Payment Order Feature
Viewing a Payment Order
To view a payment order, simply navigate to the Payment Order section in Empress. Here, you’ll be able to see all the details of your payment orders, including the series, company, payment order type, supplier, posting date, bank account, and payment order references.
Editing a Payment Order
To edit a payment order, simply click on the payment order you wish to edit from the list of payment orders. You’ll then be able to make changes to any of the fields.
Sorting Payment Orders
You can sort your payment orders by any of the fields. By default, payment orders are sorted by the “Modified” field in descending order, but you can change the sort field and order to suit your needs.
Tracking Changes to a Payment Order
The Payment Order feature in Empress automatically tracks changes to payment orders. This means you can easily see when a payment order was last modified and who modified it.
User Roles and Permissions
Empress allows you to assign different roles and permissions to your users. For the Payment Order feature, users with the “Accounts User” or “Accounts Manager” role have full permissions, including the ability to create, read, write, submit, amend, cancel, delete, email, export, print, and report on payment orders.
Conclusion
The Payment Order feature in Empress offers a comprehensive solution for managing your business’s payments. By effectively utilizing this feature, you can streamline your financial processes, keep track of your transactions, and ensure your payments are organized and accounted for. For further assistance, please refer to the Empress support resources or contact our support team.