In Q4 2022, the 'Manual Payment' form is getting a facelift. The new layout maintains all of the same functionality, while making the form easier to read. 


To try out the new layout, select 'Try New Version' from the 'Action' drop-down menu.




Header


The following changes were made to the header:


  • The 'Save', 'Approve', and 'Action' menus have been moved to the right-hand side of the header.

  • The label of the 'Action' menu has been changed to the menu icon .

  • Previously, the 'Approve' menu was hidden once the Payment was approved. Now, this menu will remain visible and display the most common action based on the status of the Payment.

  • The status of the Payment has been moved to be in line with the 'Save' and 'Action' menus.

  • The title of the Payment has been moved to the left, and now includes the Vendor as well as the AP Payment Number


New Layout



Legacy Layout


General Information


The following changes have been made to the 'General Information' tab

  • Order of the Date and Location fields have been changed

  • Navigation links for 'Checking Account', 'Vendor', and 'Location' have changed to the navigation link icon .

  • The 'Comment' field has been renamed 'Notes'

  • The 'Amount Text' field has been deprecated.


New Layout



Legacy Layout




Attachments


Previously, the 'Attachments' section was located below the 'Apply' section. Now, the 'Attachments' section has a dedicated tab. 


New Layout





Legacy Layout



Apply


The following changes were made to the 'Apply' tab:


  • '+ Size' and '- Size' buttons have been removed

  • 'Filter' button added
    • Note: By default, the 'Apply' tab is filtered for approved AP Invoices from the selected Location. This filter can be removed to show all approved AP Invoices for the Vendor, regardless of the Location.






Distribution


The '+ Size' and '- Size' buttons have been removed from the 'Distribution' tab


New Layout


Legacy Layout