Payment Orders
Outbound bank payments with approval
On this page
#About Payment Orders
Outbound bank payments with approval. This is a working page: a list or workspace where you find and act on records in BSuit ERP (Finance & Accounting). It is used by staff (internal users). What you can see and do depends on your role and permissions.
#How to open it
In BSuit ERP, open Finance & Accounting and choose “Payment Orders”, or go directly to the address /finance-management/payment-orders.
#What you can do here
These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.
- Add new records — a form opens for the details.
- Change existing records.
- Delete records (you are asked to confirm).
- Bring records in from a file.
- Export what you see to a file.
- Submit, approve or reject through a workflow.
- Print or save as PDF.
- Attach or upload files.
- Search within the page.
- Filter the data shown.
- Sort by a column.
- Page through long lists.
- Open dialogs or drawers for detail and confirmation.
#Fields
When you enter or change a payment order, these fields are on the form. Required fields must be completed before you can save.
| Field | Type | Required | Details | Refers to |
|---|---|---|---|---|
| Our Bank | select | Yes | — | Chosen from a list loaded by the page |
| Beneficiary | select | Yes | — | Chosen from a list loaded by the page |
| Amount | number | Yes | — | — |
| Currency | select | Yes | — | Chosen from a list loaded by the page |
| Value Date | date | No | — | — |
| Reference | text | No | — | — |
| Narration | textarea | No | — | — |
#Observed on a running system
On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen. Your own view can differ with your role, data and settings.
| Button |
|---|
| Add New |
| Bulk Insert |
#If something is missing or fails
- No data: confirm the company or context selected in the top bar, and any filters or date range in use.
- An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
- An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).
#About this guide
This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.
About this guide
- Status
- Partially reviewed
- Application
- BSuit ERP
- Audience
- Staff (internal users)
- Owner
- BSuit documentation team
- Reviewer
- Not yet reviewed
- Last verified
- Never
- Checked against
- Generated from source revision a36c7a086 on 2026-10-02
- Seen on a running system
- 2026-09-21
- Help version
- 2026.0.0-preview
- Guide ID
erp:/finance-management/payment-orders
