Payment History Reports

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PayGate Desktop keeps a copy of your past submissions – we call this payment history. As soon as a submission gets created a payment history is created alongside the submission. The payment history tracks all of the actions associated with the submission throughout the submission workflow and relevant files such as the submission file and the submission summary (from BACS) are kept with the history record.

User Security

A user must be a member of the ‘ViewPaymentHistory’ role in order to view payment history items. Then only payments made in a group that the user is ‘currently’ a member of will be viewable.

Viewing Payment History

You can view Payment History by choosing ‘Reports’ from the menu and selecting ‘Payment History’.
The Payment History page shows a grid of all submission that the current user is allowed to view. Clicking the link next to a particular history record will take the use to the Payment History Item page.

Payment History Items
The Payment History Item page gives a familiar view of the submission including the payment reference, summary record and which users carried out which action and when.

Associated Files

If PayGate has created any files as part of the submission then they will be stored in the Associated Files section of the record. In a completed submission this will include two files:

Submission File – The standard 18 formatted file that was sent to BACS.
Submission Summary – The submission ‘receipt’ that PayGate received from BACS after submission.

Click on the file links to open or view the file contents. The exact behaviour when clicking the file links will depend on the user’s browser configuration. If you want to download the file you can right click the link and choose ‘Save As’.