The Payments section enables a user to:
- Filter payments
- Bulk load and scan payment files
- View online banking loaded payments scanned results
- Verify single payments
- Export latest payments scanned to Excel as reference and part of review
Manage existing payee records
Add new payees that are not already onboarded and verified in eftsure
Invite new payees that are not already onboarded to complete onboarding forms
Add comments to payment records for others to review and record keeping
Ticking multiple checkboxes on the left of the payee records will allow bulk actions.
Note: The eftsure portal separates payment related functionalities with respect to permissions granted for each user.