VIDEO: Enterprise Tips: Sorting Deferred Payments by First Name

You can sort your deferred payments by first name to match the remittance spreadsheet received by PCSE.

First set your date ranges so they match that of the ranges in the spreadsheet. This will mean that the selection when sorting should very closely resemble the spreadsheet.

Now click the first name heading within the deferred payments table.

Your deferred payments are now sorted by first name and should be easier to reconcile your remittance that can also be alphabetised by first name within excel.

Coupling this with i-clarity’s ability to now be sized at whichever size you like. You can potentially place excel with your remittance on one side of the screen and i-clarity with deferred payments on the other.

Meaning you don’t need to flick from one screen to another or print it out.