Payment History Graph

Payment History Graph

Payment History Graph User Guide
The Payment History Graph serves as a powerful tool for monitoring and evaluating payment trends. It allows users to visualise financial data, identify patterns, and make informed decisions. Here's how to navigate and make the most of this feature:
  1. Location- The Payment History Graph is located in the bottom right corner of the page and is accessible exclusively to users with Payment User Rights.
  2. Verification Status- The graph offers valuable insights into the verification status of screened payments, helping users assess transaction authenticity and compliance.
  3. Hovering over any data on the graph allows you to click on it, instantly navigating to the Payments section for further details.



Filter Options- The Payment History Graph provides filtering options that enable you to personalise your view, allowing for a more focused and relevant analysis of payment data. You can filter your graph by: 

A.) Number of Payments: Shows the total number of payments screened to various entities. In the below example, we can see that 25 of the screened payments in August 2024 were to verified entities.                                                 
 
B.) Monetary Amount: Displays the financial breakdown of payments screened. 


    • Related Articles

    • Onboarding History Graph

      Onboarding History Graph User Guide The Onboarding History Graph provides a detailed timeline of onboarding statuses, indicating when each record was assigned its current state. This allows users to track changes and monitor progress over time. This ...

    • Checking a Payment File

      How to Check a Payment File in eftsure The “Check Payment File” button enables you to verify the contents of a payment file before proceeding. Step 1: Ensure Pre-Mapping of Payment File Before you can verify a payment file in eftsure or through your ...

    • Manual Payment Verification

      Manual Payment Verification In the eftsure portal, you can manually verify single payments using the “Manual Payment Verification” feature. This allows you to check bank details for payments individually, ensuring that each vendor is verified before ...

    • Orange Thumbs in the Payment File

      Orange Thumbs in the Payment File In eftsure, an orange thumb in the Payments section flags a verification issue with a payment record. Below are common causes and the steps you can take to address them 1. Entity Not in Vendor Master file If an ...

    • Actions Button in the Documents Section

      Actions Button in the Documents Section Located in the Documents section, the Actions button offers quick access to key document management tools. Here’s a breakdown of each available option: Edit: Update document details like expiration dates or add ...