View the Supplier Payments dashboard

Find this screen

Open: Suppliers > Enter Transactions > Supplier Payments Dashboard.

How to

Check payees (suppliers)

Use the Payees dashboard to check the approval of a payee (supplier).

Tip:

You can update the information on the dashboard by clicking the refresh icon.
Your Supplier Payments account approver might have included a note, e.g. to explain why something has been queried or rejected. If the Note column is marked Yes, select the item and click View Notes.

Stage
Require submission	The supplier has been set to use Supplier Payments, but not yet been submitted for approval, or must be resubmitted. If you change some account details for an approved supplier, you may need to resubmit them for approval. When will I need to resubmit a supplier for approval? You must resubmit the supplier for approval if any of these details are changed: The company name, address line 1, city (address line 3) or Post Code. The bank name, address line 1, city (address line 3) or Post Code. The bank account name, sort code, account number, BIC/Swift number, or IBAN.
Queried by your payment approver	The supplier has been queried by your Supplier Payments account approver.
Rejected	The supplier has been rejected by your Supplier Payments account approver. Your Supplier Payments account approver may have included a reason why in the Note field.
Require approval	The supplier has not yet been approved by your Supplier Payments account approver. You can check the Status for additional information: Submitted for approval: The supplier has been submitted for approval to Supplier Payments and is being validated before it can be approved by your Supplier Payments account approver. Requires approval: The supplier has passed the Supplier Payments validation and is waiting to be approved by your Supplier Payments account approver.
Approved	The supplier is approved by your Supplier Payments account approver, so you can make payments to them.

Check payments

Use the Payments dashboard to check the authorisation of a payment.

Tip:

You can update the information on the dashboard by clicking the refresh icon.
Your Supplier Payments account approver might have included a note, e.g. to explain why something has been queried or rejected. If the Note column is marked Yes, select the item and click View Notes.

Stage
Queried by your payment approver	The payment has been queried by your Supplier Payments account approver. Check the Note field for more information about why the payment has been queried.
Rejected	The payment has been rejected by your Supplier Payments account approver. Check the Note field for more information about why the payment has been rejected.
Require authorisation	The payment has not yet been authorised by your Supplier Payments account approver. You can check the Status for additional information: Payment submitted for authorisation: The payment has been submitted for approval to Supplier Payments and is being validated before it can be approved by your Supplier Payments account approver. Payment requires authorisation: The payment has passed the Supplier Payments validation and is waiting to be approved by your Supplier Payments account approver.
Authorised	The payment has been authorised by your Supplier Payments account approver.
Require submission	Payments are automatically submitted when you make the payment from Sage 200, but if there has been a problem, a payment may have to be resubmitted. If a payment appears in the Require submission list, your Supplier Payments account approver will have to check and resubmit the payment.
Failed	The payment has failed and has not been processed. Your Supplier Payments account approver will need to check the reason for the failure.
Pending payment	The payment has been authorised by Supplier Payments and is currently being processed by Supplier Payments.
Paid	The payment has been made from your Supplier Payments account.

Check exchange rates

Use the Exchange Rates dashboard to check the current exchange rates for Supplier Payments.

Tip: You can update the information on the dashboard by clicking the refresh icon.

The Supplier Payments exchange rates apply during each business day and are updated daily.

Provided your payment instruction is valid and approved, and your account is sufficiently funded to cover the payment at the time you submit your instruction to us, you will receive the exchange rate that applies when you submit that instruction.

If your instruction is rejected for any reason and you need to resubmit it, you will receive the exchange rate that applies at the time when you resubmit your instruction.

In an extreme case of market volatility, we reserve the right to withdraw one or more currencies from our International Payments service.

Fix it

I can't access the dashboard

To view the dashboard, you must log in with the Sage account that is linked to your Supplier Payments account.

If you use a Sage account that is not linked to your Supplier Payments account, you will see a message "Unable to log in to Supplier Payments".