Search Submissions

Selecting the “Payments -> Search -> Search Submissions” menu option will display the page shown below.

The “Group” dropdown only contains groups that you have the “Create” role. This is to prevent users from seeing payment data that could be sensitive e.g. payroll data.

Some search criteria must be entered e.g. a “From Date” as shown below. Clicking “Search” will retrieve submission information based on your search criteria.

Refining the search criteria can reduce the submissions returned as shown below.

The results shown indicate that one of the submissions was successfully sent to Vocalink. Clicking the “Report” icon in the grid will show the Submission Summary report.

Clicking the “PDF” icon in the grid allows you to download the Submission Summary report as a PDF.

Clicking the “XML” icon in the grid allows you to download the XML which is used to create the Submission Summary report.

Clicking anywhere else in the grid row shows the details of the submission.

From this screen, clicking “Back to Search Results” will return you to the search submission results screen. Your original search criteria and results are kept so you don’t have to re-run the search.