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    System Preferences: Payments
    • 23 Dec 2024
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    System Preferences: Payments

    • Updated on 23 Dec 2024
    • 1 Minute to read
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    Article summary

    The Payments tab of System Preferences displays the setup status of R365 Payments and the users who will be contacted if issues arise with payments. If R365 Payments is not added to your R365 plan, then this tab does not appear in System Preferences. Learn more about R365 Payments.

    Field

    Description

    1

    Status

    The setup status for R365 Payments. Statuses include:

    • Pending Account Setup - Pending user action to initiate Account Verification. Users must complete the following steps:

      1. Complete required fields on the Payments tab of System Preferences.

      2. Complete required fields on all Vendor records and Bank Account records.

    • Pending Account Verification - All required fields are complete and ready to be verified.

    • Enabled - All required fields are verified and payments are ready to be sent.

    2

    Contact Name

    A searchable field that displays all R365 Users for the instance. The selected users are notified if any issues arise with R365 Payments.

    3

    Summary Report Email

    Email Field: Text box where users can add the email address of the desired recipients for the summary report email.

    Add Email + : Adds the email address entered in the email field to the list of recipients. This button becomes clickable after an email address is entered in the email field.

    Email addresses added to the recipient list are displayed as blue bubbles (e.g., [email protected]).

    4

    Reminder for Not Sent payments

    When enabled, the contacts (#2) and email addresses (#3) added will receive notification emails for payments that remain in the Not Sent status.

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