Payment Activity
Payment Activity is the page where you review invoice and reimbursement payments after they are submitted in the Unified Emburse Pay workspace. Use this topic to move between pending, historical, and closed activity, review overview tiles, search and filter the grid, export activity, and inspect a batch or payment in the side panel.
The Unified Emburse Pay workspace, including Payment Activity, is not visible to every organization by default. Emburse enables the new user interface for you after you request it.
Prerequisites
Before you use Payment Activity, confirm the following:
- Your organization uses Emburse Enterprise or Certify AP with Emburse Pay.
- Your profile has access to Emburse Pay. In Emburse Enterprise, this is the Invoice B2B Dashboard Enabled permission. In Certify AP, this is the Accounting Review Permission.
- Emburse has enabled the Unified Emburse Pay workspace for your organization.
- The payments you want to review were submitted from Payment Management.
To submit a payment, use Payment Management. You cannot pay from Payment Activity.
Open Payment Activity
In the Unified Emburse Pay sidebar, select Payment Activity. The page title is Payment Activity.
Select a tab to choose which payments to review:
| Tab | What you see |
|---|---|
| Pending | Payments that are not complete. Page description: View and manage pending payment approvals. |
| History | Completed and processed payments. Page description: View completed and processed payment transaction. |
| Closed | Transactions that are closed. |
A batch stays on Pending until every payment in the batch reaches a final status.
Review Overview Tiles
Overview tiles summarize pending and historical payment batches. By default, the overview displays. Select Hide Overview to hide the tiles. Select Show Overview to display the tiles.
On the Pending tab, the overview shows these tiles:
| Tile | What you see |
|---|---|
| Pending Payments | Count of payment batches that were submitted and are not complete. |
| Oldest Pending | How many days the oldest payment still in processing has been waiting, and the reference for that payment. |
| Average Approval Time | For the last 30 days, the average approval time and the fastest approval time. |
On the History tab, the overview shows these tiles:
| Tile | What you see |
|---|---|
| Successful Payments | Count of completed payment batches in the last 30 days. |
| Failed Payments | Count of failed payment batches in the last 30 days. |
| Average Processing Time | Average time for a payment batch to settle. |
Search and Filter Payments
Use search and filters to narrow the grid to the payment batches you need.
- In the search box, enter a recipient name or a reference identifier.
- Use All, Invoice, or Reimbursement to segment payment types. You can select more than one type.
- Use Error to find batches or payments that need attention.
- Select Advanced Filters to apply additional criteria, such as date, amount, or provider.
- To reuse the current filters later, select Save, enter a filter set name, and save the set. To load saved filters, select a set from Filter Set.
The grid updates to the matching batches. Export uses the filtered result set.
Export Payment Activity
- On the Pending or History tab, search and filter until the grid shows the batches you want to export.
- Select Export.
Emburse Pay downloads a file of the current grid result set.
Review the Payment Grid
The payment grid is a sortable table of submitted invoice and reimbursement payments. Each top-level row is a batch. Select the arrow on a batch row to display the payments in that batch.
| Column or control | Purpose |
|---|---|
| Arrow | Expands a batch so you can see each payment in it. |
| ID | Identifier for the batch or for the payment. |
| Account / Recipient | On a batch row, the funding account and how many payments are in the batch. On a payment row, the recipient. |
| Provider / Rail | On a batch row, the payment provider. On a payment row, the payment rail. |
| Export Date | Date the payment was submitted. This date is shown on the batch row. |
| Status | Current status of the batch or payment, such as Processing. |
| You Pay | Amount you pay, including any markup fee, in the funding-account currency. This is the executed amount after the payment is submitted. |
| Recipient Gets | Amount the recipient receives, in the recipient currency. Review this amount on the payment row. |
| More | Displays View Detail for that row. |
Error States in the Grid
Submitted payments display status in the Status column. A batch or payment can show Processing while the payment provider works the payment, or another status when the payment reaches a final state.
When a payment needs attention, the grid can highlight the row and show error text in the Account / Recipient column or on the provider. Select Error to limit the grid to those payments. Hover over error text when a tooltip displays to read the full message.
To investigate, select More on the row, then select View Detail. Review Status, the audit trail, and funding details in the side panel. To close a payment that cannot complete in Emburse Pay, return to Payment Management and use Close Payment when the payment is still payable there.
Review Payment Details
The detail panel is read-only. You cannot change funding details from Payment Activity.
- On the batch or payment row, select More, then select View Detail. The detail panel displays.
- Review funding details, payment information, and the audit trail. Payment information includes payment type, transaction identifier, recipient, payment account, and payment rail. Individual payment detail matches Payment Management, with all fields read-only.
Select Download to export the current batch and its payments to an Excel file. Select Cancel to close the panel.
Funding Details
| Field | What you see |
|---|---|
| Status | Status of the payment batch, such as Processing. |
| Amount | Total amount of the batch in the source currency. |
| Exchange Rate | Exchange rate applied to the payment. |
| Transaction Fee | Fees applied to the batch. |
| Deposit Type | Credit for a batch. Debit for a payment. |
| Provider | Payment provider used for the payment. |
| Payment Account | Funding account used for the payment. |
| Payment Rail | For a batch, Self-Funded. |
| Scheduled | When the payment was scheduled to submit, such as Immediate. |
| Settlement Date | Expected settlement timing, or the date the payment settled. |
Audit Trail
The audit trail records how the payment moved from approval to completion.
| Step | What it records |
|---|---|
| Enterprise approvals | Completed approvals and the approval date. |
| Payment request initiated | Who submitted the payment request, and when. |
| Funding source | Funding account used for the payment request. |
| Payment provider | Provider used for the payment, and when. |
| Payment rail | Rail used for the payment, and when. |
| Processing | When the payment moved to Processing. |
| In transit | Transfer to the recipient account, and when. |
| Completed | When the funds were deposited and the batch was marked completed. |