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View Post-Dated Payments for a Desk

Use the My Post Dates window to view post-dated checks and promises for your desk that are due on a specific date. If you have the appropriate permissions, you can view post-dated payments for other desks.

To view post-dated payments for a desk

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

My Post Dates window

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

  2. In the Due Date list box, click the date to display post-dated payments that are due before or on the date.

  3. To include promises, select the Include Promises check box.

  4. To include post-dated checks, select the Include Post-Dated Checks check box.

  5. To include credit cards, select the Include Credit Cards check box.

  6. Click Build. Post-dated payments for the selected due date and desk appear. Totals appear at the bottom of the window, along with information about payments that are on hold.

  7. To print the information, click Print.

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

Related Topics

Payment Views