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View Payments for a Desk

Use the Show My Payments window to view payments for the current day, month-to-date, or year-to-date that the system applied against your desk. If you have the appropriate permissions, you can view payments for other desks.

To view payments for a desk

  1. With an account displayed in the Work Form, from the Payments menu, click Show My Payments.  The Show My Payments window appears.

Show My Payments window

  1. In the Payments From list box, click the time frame to display payments.

  2. If you have the appropriate permissions and you want to change the desk, see Change the Desk.

  3. Click Build. Payments and adjustments for the selected time frame and desk appear. Totals appear at the bottom of the window.

  4. To print the information, click Print.

  5. To display an account in the Work Form, in the File Number column, click the file number.

Related Topics

Payment Views