Filtering counterparties

1 min read

Understanding types of filters available

  • Beneficiary type - company, individual, no type
  • Currency - euros, dollars, etc
  • Country - France, Spain, Germany, etc
  • Has payment details - payment details are known or not
  • Status - approved, pending, not approved
  • ERP sync status - sync succeeded, sync in progress, sync failed, not synced
  • Entities - the entity concerned by the counterparty
  • Cost centers - the cost center concerned by the counterparty

Adding filter

  1. Go to Counterparties on Payflows
  1. Click on the Filter icon
  1. Choose your filter : beneficiary type, currency, country, status, etc (see above all types of filters available)
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