Payment Groupings

In the Cost module, we can Group Payments by:

• Contract
• Cash Flow month
• Payment Month 
• Status
• Reimbursable Claim
• None

👨‍🏫 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!

Contract 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
Status view payments under their current status
Reimbursable Claim view all reimbursable claims under the Cash Flow month
None List of all payments