Payment Groupings

📚 In the Cost module, we can Group Payments by:

  • Contract
  • Cash Flow month
  • Payment Month 
  • Status
  • Reimbursable Claim

👨‍🏫 Group Payments Guide

Step 1: In the top left of the Payments page, select 'Group by XXXX'

Step 2: Select the grouping option from the drop down, noting the current selection appears at the top under 'Group by XXX'

Step 3: View the new grouping and associated sub-totals!

view all payments under that contract

Payment Month
view all payments under the Payment month

Cash Flow month

all payments under the Cash Flow month

view payments under their current status

Reimbursable Claim
view all reimbursable claims under the Cash Flow month