Payment details report
A payment details report allows you to view the payment details of all your vendors in one central location. Felix gives you the ability to search and filter vendor payment details to compile a report that has been customised to suit your needs.
Payment details reports can be customised to only include payment details of a specific status or validation state. You can also generate reports based on when the payment details were created or by searching for a specific keyword.
Generate a payment details report
To generate a payment details report:
- Navigate to Reports > Vendor Tags from your Felix dashboard
- (Optional) Use the Quick Search field to search for a specific keyword
- (Optional) Click the Show Filters button to unfurl the filters menu
- (Optional) Filter your results as required using the drop-down menus, then click the Apply Filters button
- When you are ready to generate the report, click the Actions button in the top right corner
- Select Download Payment Details List from the drop-down menu
Note: Your report will be generated as per the filters you have selected. You can generate a report of the payment details for all your vendors by following the steps above without applying any filters.