View Available Cash Payments

Available Payments are those payments that are available for processing. Within the Payment Processing area, these payments are grouped by the Payment Processor (i.e., YourCause or Client) and their inclusion for processing (i.e., Included or Excluded).

Note: Payments must meet specific criteria to be available. For more information, see What is the criteria for Available Payments?.

1. Navigate to the Payment Processing area.

2. Select the Available tab to view a summary of payments grouped by the Payment Processor.

   Note: The processor is determined by the budget and funding source assigned to each payment. This allows for mixed processing under one program.

   

3. Review the details shown in each summary, including:

   • Payment dates - This the date range of all Available Payments.

   • Included payments - The number in the Payments > Include row represents the payments that are included for processing.

   • Excluded payments - The number in the Payments > Exclude row represents the payments that are excluded from processing because they are On Hold, missing payee information, or another qualified reason.

   • Amount - This is the total cash amount of all Included or Excluded Payments.

Note: Available Payments can be managed by clicking on the Manage payments button in the Processor summary. For more information, see the Manage Available Payments resources.