====== Payout History Dashboard ======

Allows for management of in-progress payouts as well as overviewing completed payouts.

//**Note:**// This feature can only be accessed by an Administrator Account.

{{payingclients:payouthistorydash_image12.png|image12.png}}

===== How To Access =====

**Activities > Account > Payout History** \\ {{payingclients:payouthistorydash_image2.png|image2.png}}

===== Color Coding Meaning =====

{{payingclients:payouthistorydash_image5.png|image5.png}} \\ **Prepared** - Payout still in progress. Payout can be resumed. \\ {{payingclients:payouthistorydash_image9.png|image9.png}} \\ **Posted** - Finished Payout. \\ {{payingclients:payouthistorydash_image1.png|image1.png}} \\ **Aborted** - Payout did not finish.

**Note:** You can also hover over the color and it will tell you what it means.

**Show Payouts**

  - Left Click the payout you want to preview, then select **Show Payouts**. \\ {{payingclients:payouthistorydash_image10.png|image10.png}} \\ //**Note: You c**//an also double click the selected payout to access Show Payouts.
  - For **Kind: Single** payouts it will look similar to the picture below. \\ {{payingclients:payouthistorydash_image3.png|image3.png}}
  - For **Kind: Bulk** payouts it will look similar to the example below. \\ {{payingclients:payouthistorydash_image11.png|image11.png}}

//**Note:**// If you scroll to the right, you can see more information on Single and Bulk Payouts

**New Payouts**

  - You can also start a new payout by clicking on **New Payouts** from this tab. \\ {{payingclients:payouthistorydash_image8.png|image8.png}}

**Continue a Payout**

  - If you see the light pastel blue color next to a payout, that means it can be \\ continued. Left click on it to select the Prepared Payout and notice the \\ **Continue…** button no longer greyed out. \\ {{payingclients:payouthistorydash_image4.png|image4.png}}

**Payout History**

  - To open up **History**, left click the payout and then click **History**. \\ {{payingclients:payouthistorydash_image6.png|image6.png}}
  - In **Prepared**, it shows all criteria information used or unused for the payout.

{{payingclients:payouthistorydash_image7.png|image7.png}}

//**Note:**// Put in a ticket if you need help understanding how to read the Prepared Payout History.
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:payingclients:reconcilezeroaccts|Reconcile Zero Account Balances]]

==== Related Topics ====

[[payingclients:payouthistorydash]]
[[payingclients:amountpayable]]
[[payingclients:assessingfeestoaccts]]
[[payingclients:changepaymentacct]]
[[payingclients:checkfeesetup]]
[[payingclients:checkoffsets]]
[[payingclients:clearchecks]]
[[payingclients:combinereconciletrans]]
[[payingclients:creditdebitaccounts]]
[[payingclients:expirepostedpayment]]