AvidPay in Reports

Listed below are the reports that make it easy to identify AvidPay transactions in Shelby Financials! 

 

Transaction Inquiry

  1. Navigate to Accounts Payable > View > Transaction inquiry.
  2. Under Filters, an option to include AvidPay transactions specifically can be checked.
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Bank Reconciliations

  1. Navigate to Bank Account Management > Reports > Bank Reconciliations > Run Report. 
  2. The Payee column shows whether a specific Vendor is marked as an AvidPay Vendor. 
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