Using Orchid EFT Screens Tips

This applies to the following Orchid EFT Processing screens to select records and to view EFT Files.

  • EFT File List

  • AP Payment Request

  • AR Payment Request

  • Employee Expense Payment Request

  • Create AR Payment

Resizing columns

You can resize column width to fit your data.

Move the cursor on the top line, between two column labels and drag to change the size.

Tip: Column sizes are saved from a prior session in the browser.

Sorting Records

You can sort most columns by the column heading, by clicking on the column heading.

When you hover over the heading in a list, the cursor changes to a pointing finger and you know you can sort. This is consistent with the standard Sage Intacct screens.

Filtering Records

Active Filters

There are indications on the screens that filters are active.

  • The Filter icon next to the column name is filled in. The icon is only an outline if there are no filters for the column.

  • On the Advanced Filter icon, you can see the number of active filters

  • If the column heading is in italic, it means there is an active filter. Check the filter if you can't find the records you are looking for.

Clearing filters

  • To clear a filter on one field only, select the icon next to the column name and choose Clear.

  • To view all filters and clear them (or modify a few filters on one screen), use the Advanced Filters icon on the top right of the screen.

Default filters

  • The screen filters to 1 month ago by default.

  • Filters are saved from a prior session in the browser.

Fields available to filter by:

  • You can filter by any fields on the first row, by selecting from the list of values or using a filter string.

  • You can filter by any fields on the screen using the filter icon next to the column or add filters using the Advanced Filter button on the top right of the screen.

  • Vendor/Customer/Employee Types and Payment Created by are available to use as filters.

When working at Entity Level in Sage Intacct

If working in Sage Intacct at the Entity Level, the only shows the user name for payments created by the logged on user. The payment is displayed in the list, but the field is blank.

If you have security rights at the top level, you can view and filter by the name for all users.

Refer to Filtering records in EFT Processing

Running Totals

This applies to AP Payment Request, AR Payment Request, Create AR Receipt and Employee Expenses payment request screens.

In the bottom right corner of the screen, you can view the number of records and the running total of the selected records to assist in validating the records selected against control total.

Tip: If you can't see all the selected records, check the filters. If the column heading is in italic, it means there is an active filter.

Tool Tips and Messages

  • Setup screens have tool tips describing valid values, indicated by an icon next to the field name. Refer to EFT Tool Tips

  • The EFT File list screen includes tool tips explaining what the various file statuses mean.

  • When loading data, EFT Processing displays various messages to guide users, counting the number of records returned and the progress.

  • When generating EFT Files, the key steps are displayed on the screen.