Payments Tab Overview & Definitions

Clicking on the Payments tab of the navigation brings you to a summary view of all transactions (regardless of whether they occur via Stripe) giving you at-a-glance insights into: 

• Payment amount

• The number of invoices correlated with the payment

• The effective date

• The agency name (if you have multiple entities)

• The client name

• Whether it was automatically allocated or not by displaying the unallocated amount

• Other related information, like from where the payment data was received

There are a few key ways to filter the data to quickly access the information you need to take action on. Some of the filters include:

• Whether a payment is confirmed or unconfirmed

• Filtering by Staffing Agency (only for parent companies)

• By Client

• By Allocation status (Any Allocation, Unallocated, Fully Allocated)

• Effective Date

• By Payment Status (All Transactions, Transactions not found, Transactions Pending, Transactions Canceled, Transactions Complete)

Definitions

Confirmed: A transaction is confirmed when it is automatically and confidently matched to an invoice. It will have the necessary and related information attached and display a green check mark.

Unconfirmed: A payment is unconfirmed when it cant be automatically and confidently matched to an invoice–for example, a short pay, overpayment, duplicate payment, missing remittance, or unmatched invoice. In some organizations, Unconfirmed is equivalent to an exception. It will display as a red check mark.