"Payments" Portlet

By default, this portlet (fig. 1) displays all the Payments, the user has permissions for.

Fig. 1. "Payments" portlet

The data in the portlet are displayed as a table. You can filter them by selecting a display filter in the custom settings window.

Click the portlet name to open the Payments section.

Click a contractor name, to open the payment page.

Portlet management buttons:

– the portlet is expanded. Click this button to collapse it.

- the portlet is collapsed. Click this button to expand it.

- open the custom portlet settings.

Custom Portlet Settings

Each portlet has general settings, configured by the system administrator. Users can change the custom portlet settings, when configuring the main page (fig. 2).

Fig 2. Custom settings of the "Payments" portlet

Display Filter – select the required filter. The portlet will display the results according to the selected filter. If a filter is not selected, the portlet will display all the leads, available to the user.

Show only mine – display only those Payments, the user is responsible for. If no filter is selected:

	Yes – the portlet will display only those Payments, the user is responsible for.
	No – the portlet will display all the Payments, available to this user.

Show by periods – configure grouping of Payments by periods:

	Yes – grouping is enabled.
	No – grouping is disabled.

If you need to configure additional settings, click Advanced and fill in the required fields. To learn more, see Portlet Settings.

After you have completed configuration, click:

Save - settings will be saved and the window will be closed.

Save and continue - settings will be saved, but the window will not be closed and you will be able to continue configuring.