View a summary—Accounts Payable

Use the Summaries page to view a list of all manual and automatically created summaries for bills, adjustments, and manual payments.

You can sort and filter this list to see just the summaries you want. You can also drill down to view the transactions contained within a summary.

1. Go to Accounts Payable > All > Subledger > Summaries.

   The Summaries page opens, showing a list of active bill, adjustment, and manual payment summaries. Items designated as Inactive do not appear in the list by default. To view these records, select Filter next to the Status column and then select Inactive.

2. To view information about a summary:
   1. Find the summary you want to view.
   2. Select More actions > View at the end of the row.

      The summary information page shows the Summary title, GL posting date, and Status.

3. To view the transactions contained within a summary:
   1. Select the Record number.

      The system displays a list of records included in that summary. You can add, edit, or delete records in the list as you would any list of bills, manual payments, or adjustments.

      If you add a record in the summary contents list, the system automatically adds it to that summary.

1. Go to Accounts Payable > All > Subledger > Summaries.

   The Summaries page opens, showing a list of active bill, adjustment, and manual payment summaries. To view items with a Status of Inactive, select Include inactive.

   If you're viewing items from a top level company, you only see items created at the top level. To view items created at the entity level, select Include private.

2. To view information about a summary, select View next to the summary.

   The summary information page shows the Summary title, GL posting date, and Status.

3. To view the transactions contained within a summary:
   1. Select the Summary name.

      The system displays a list of records included in that summary. You can add, edit, or delete records in the list as you would any list of bills, manual payments, or adjustments.

      If you add a record in the summary contents list, the system automatically adds it to that summary.

   2. Select View next to a transaction to view details.