Your firm's administrators will be able to view the status of all client payments in bulk. Your accounting team will have real-time data on account receivables and can filter through categorized payments easily.
For administrators to view the status of your firm's payments in bulk, they will need to follow these steps:
1. Go to Billing>LollyPayments.
2. Select the "Transactions" tab to view all transactions across your firm and see the status of payments under the "Status" column.
3. Use the filter tool to search for specific transactions or narrow the transactions to selected bank accounts or periods of time.
