Accounts

An Account within SmarterPay Cloud is the hosting area of all Bank Account information associated with a Customer. This information is sent to bacs as part of the Direct Debit/Credit submissions, whether through a Creditor Payment, including any Scheduled Payments created.


NOTE: Creation of new Account Records are done from the Customer Detail View.


Access to this Object is controlled using Record Permissions in Profiles.



Clicking on the “Accounts” item, on the left-hand menu, will bring you to the list view and you will be shown a screen like the one below:


Actions

Available actions, subject to permissions, are:

Action Description
ID of the Record To view the record Detail click on the Id of the record.
“EXPORT” Button Creates a CSV file from the list of available records, subject to any filtering that has been applied.


List Filtering

When checking through list views on any of the menu items on the left-hand side menu, you have the ability to add additional filtering to make the information displayed more focused to your needs.
To access the list filtering options, you will need to select the “> Filter” area at the top of the list, which will display the Filter tool:


NOTE: Clicking the filter area again, or filter tool top X, only closes the filter tool, it doesn't apply or clear the filter.


Field Selection

Using the Dropdown list you select the field for the filter line and then enter a value for the filter.
Each field has an operator, or how the value will be searched for, applied to it, and this changes when the field is changed in the list.


Exact Match (=)

The value will be searched for exactly as entered in the text box. Leading and trailing spaces will be removed from the search.


Contains (LIKE)

The value in the text box will be searched for as part of a wider search. For example, “test” will be found in “This is a test sentence”. Leading and trailing spaces will be removed from the search.


List Of Set Values

One, or more, values can be selected from a list and they will be searched for in an “OR” way. For example, the result will contain value 1 OR value 2, etc.


Dates

Dates can be searched for either by using one of the preset time periods, as can be seen in the dropdown list options, or using the “Between” option and defining the date range.

For the “Between” option, the “From” date and “To” date can be used in combination with each other or seperately. For example, just providing a “From” date will search from that date onwards, but adding a “To” date will search between the two dates provided.


Additional Filter Lines

Additional filter lines can be added to the filter by clicking the “ADD” button.


Each additional filter line is used in the overall filter in an “AND” way. For example, “status = active” AND “email = fred.bloggs@email.com”.


Any filter line can be removed by clicking the button against it.


Applying The Filter

Once the filter has been assembled as required it is applied by clicking the “APPLY” button.


Clearing the Filter

To clear the filter click the “CLEAR FILTER” button.



Bank Account Filter Fields
Field Description
ID ID of the record. Search on the exact ID provided.
Custom Reference Custom reference in the record. Search containing the value provided.
Enabled Is the record enabled or disabled. Search for one of the selected values.
Sort Code Sort Code of the Bank Account record. Search containing the value provided.
Account Number Account Number of the Bank Account record. Search containing the value provided.
Account Name Account Name of the Bank Account record. Search containing the value provided.
Customer ID ID of the parent Customer record. Search on the exact ID provided.
Creation Date Date the record was created. Date search with either a fixed or “Between” range.


List Ordering

By default, the list is ordered by the first column.

Clicking on any of the selectable column headers will sort the entire list by that selected column (There is no sub-sorting) A-Z (Earliest first).
Clicking on the same column header again toggles between the A-Z and the Z-A ordering.

  • Last modified: 2022/09/02 10:05