Payload Payment Request Report
13 steps
27 seconds
1
Navigate to Brokerage Engine.
2
Click "Accounting" to navigate to the interface.
3
Click the "Reports" tab.
4
Click the "Operation Reporting" option.
5
Click "Payload Payment Request"
6
The date range for the report will default to the Current Month. Select a Custom Date by making a selection from the dropdown menu.
7
Or use the small calendar icons to select the dates.
8
Click "Run Report" to generate.
9
The system will display the list of Payload Payment requests.
The table lists all individual requests and requests from the "Pay Bills" section. If multiple Bills are paid together in a single Payload Payment, they will appear as one consolidated request
10
The results can be filtered by the name of the Requestor.
11
The results can be filtered by the Payload Processing Account.
12
The results can be filtered by whether the Bill Payment has been processed.
13
The Payload Payment Request Report can be downloaded as a CSV/Excel file.
Payload Payment Request Report
13 steps
27 seconds
1
Navigate to Brokerage Engine.
2
Click "Accounting" to navigate to the interface.
3
Click the "Reports" tab.
4
Click the "Operation Reporting" option.
5
Click "Payload Payment Request"
6
The date range for the report will default to the Current Month. Select a Custom Date by making a selection from the dropdown menu.
7
Or use the small calendar icons to select the dates.
8
Click "Run Report" to generate.
9
The system will display the list of Payload Payment requests.
The table lists all individual requests and requests from the "Pay Bills" section. If multiple Bills are paid together in a single Payload Payment, they will appear as one consolidated request
10
The results can be filtered by the name of the Requestor.
11
The results can be filtered by the Payload Processing Account.
12
The results can be filtered by whether the Bill Payment has been processed.
13
The Payload Payment Request Report can be downloaded as a CSV/Excel file.
