The Avid Dashboard allows you to monitor batches of Accounts Payable transactions submitted to Avidpay without leaving your Shelby Financials platform!
Access the Dashboard
There are two ways to access the Avidpay dashboard.
- Navigate to Applications > Account Payable > Manage > Avid Pay Dashboard.
- Or, after submitting a payment, selecting the View Payments button takes you to the Avid Dashboard.
Filters
Choose the appropriate Filters as needed.
- Select a specific Vendor to filter payments by.
- Select one or more Batch Statuses to filter payments by.
- In the Search bar, you can type a search for Invoice, Avid Check #, or Batch ID.
Important: The Search field is character-specific. This means that to obtain accurate search results, you must enter the exact invoice number, Avid check #, or batch ID.
- Select an option from the Date drop-down menu.
- To set a custom date range, choose the Specific option from the drop-down menu.
- If desired, batches can be displayed in the order they were entered by selecting Sequence Entered.
The Dashboard Grid
The grid displays Batches submitted to Avidpay. From this dashboard, you can check payment status for batches and individual payments. You can also Void Payments from the dashboard, provided the allotted time has not passed.
- Select the arrow on the left side to drill into Batches.
- Here you will see specific Vendor Invoices and Payments. Batches can contain one or multiple invoices.
- Use the Status column to check the payment status as it appears in Avidpay.
- Status updates occur every 3 hours.
- For a comprehensive list of Status Descriptions, click here!
- To view the Void Payment option, select the ellipsis on the far right of the Payment line. The following criteria must be met for the Void Payments button to be available:
- Same-day payments must be voided by 3 pm EST.
- Next-day payments must be voided by 3 pm EST the next business day.
Important: If you missed the 3 pm EST cutoff and now need to Stop a Payment, please contact Shelby Support.
- To download a single Avid Pay file containing multiple batches:
- Click the appropriate check boxes in the selector column next to each BatchID.
- Click the Download AvidPay File button.
- Alternatively, you can download a CSV for individual batches by selecting the ellipsis to the far right of the batch line.
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