vPay Create

Overview

Users with the necessary permissions can search for journal entries, review their statuses, and process payments efficiently.

• Users with vPay Create permission can navigate through various pages of the module and create a request.
• Users with vPay Transfer permission can transfer entries between accounts.
• Users with vPay Retry permission can attempt to reprocess or retry failed operations.

Search Journal Entries

The Search Journal Entries section contains filter fields used for searching journal entries. These filters refine the data to be loaded into the module for processing:

• Bank: Select the bank associated with the journal entries.
• Account: Choose the account for the entries.
• Date Range: Define the time frame for the journal entries.
• Comment: Input any relevant notes or comments to further filter the data.

The Load Data button will apply these filters and load the matching journal entries for review and processing.

Document Rows

The module features multiple tabs displaying loaded journal entries based on their status:

1. Included: Shows the journal entries that are ready for processing.
2. Excluded: Lists journal entries that have been excluded from processing.
3. Errored: Displays entries that encountered errors during processing.
4. In Work: Contains entries that are currently in progress.

Each tab provides a detailed view of the relevant entries, allowing users to manage and track the status of journal entries throughout the vPay process.