Contact Info and Exclusion Settings
- Uma Srinivasan (Unlicensed)
Owned by Uma Srinivasan (Unlicensed)
Contact Information and Exclusion settings are optional; you may add contact info to specify contacts for different needs and set exclusion settings when you want to specifically include or exclude invoices matching specific criteria from being scheduled through Payment Manager.
Contact Info
In the Contact Info tab, add the Name, Email, and Phone of your preferred contacts to reach out to when required:
- Primary contact: Contact person for any issues with payment processing.
- Escalation contact: Escalation point of contact for issues with payment processing.
- Technical Person contact: Contact person for technical issues.
Exclusion Settings
With Exclusion Settings, you can specify the criteria to either:
- Exclude invoices matching the selections from processing through Payment Manager (for these invoices, payments can be made using other payment methods as desired), OR
- Include invoices matching the selections to be scheduled for payment through Payment Manager
⦿ How to Update Payment Manager Exclusion Criteria
- In the Payment Manager Settings pop-up window, click the Exclusion Settings tab at the top. Exclusion criteria appear.
- Specify exclusion criteria by using either Exclude or Include for each criterion:
- To exclude: Select the Exclude button, and enter the desired Provider, Trade, Location and/or Category names. Invoices matching these values will not be scheduled for payment through Payment Manager.
To include: Select the Include button, and enter the desired Provider, Trade, Location and/or Category names. Invoices matching these values will be scheduled for payment through Payment Manager.
For each field, ex: Provider, you may only set either Exclude or Include values.
- Click Save. A confirmation dialog appears.
- Click OK. A confirmation message appears at the top of the screen indicating the changes were saved. The exclusion criteria will be applied to invoices when batches are scheduled.
