Link Multiple Payments Screen

This field appears when you link multiple payments from the Treasury page. Select a deposit to which you want to link the payments. Keep in mind, when you link multiple payments directly from a deposit, the payments are associated with the open deposit automatically and this field does not appear.

Use the Batch number filter to display payments from a particular batch. To locate an existing batch, select the magnifying glass to access the Batch Search screen.

Use the Added by filter to display payments entered by a specific person.

Use the Reference filter to display payments containing a specific reference or check number.

To filter on a post status, enter the Post statusfield. Your choices include “Not posted” and “Do not post.”

Use the Application typefilter to display payments by application type, such as Donation or Matching gift.

Use the Payment method filter to display payments made using a specific method. For example, you can filter on payments made by check or cash.

Use the Card type filter to display payments made using a particular credit card. This field appears only if you select “Credit card” as the payment method.

Use the Other method filter to display payment methods not listed in the Payment method field. This field appears only if you select “Other” as the payment method.

Use the Start date filter to display payments with a specific start date.

Use the End date filter to display payments with a specific end date.

Select this button to apply your filters.

Select this button to return to the default view, which displays all payments in the system that are not linked to a deposit.

The Unlinked payments frame lists all the payments in the system that are not currently linked to a deposit.

The Linked payments frame lists the payments you intend to link to the deposit.

Use the Link Selected button to move payments from the Unlinked payments grid to the Linked payments grid. You can use the Link All button to move all payments to the Linked payments grid.