# Review Payments (https://docs.carlio.app/docs/awaiting/review-awaiting-payments)

Filter and sort the worklist and read the totals of what is still outstanding



The page opens on the amounts with the status **Awaiting**, ordered by due date. It shows what the dealership still expects to receive and to pay.

## Requirements [#requirements]

The permission **Financial Records Access** is required.

## Steps [#steps]

1. Open **[Awaiting](https://carlio.app/dashboard/finance/awaiting)** in the **Finance** group of the sidebar.
2. Enter text in the search field. The placeholder reads **Item, note…**. Each word must appear in the item name or the note.
3. Open the direction menu and select **In and Out**, **To Receive** or **To Pay**.
4. Open the status menu and tick **Awaiting**, **Settled** or **Cancelled**. The menu button reads **Any Status** when no box is ticked.
5. Open the **Category** menu and tick categories.
6. Set **Due From** and **Due To**. Future dates can be selected.
7. Select the header **Due**, **Amount** or **Added** to change the order.
8. Select **Clear All** to return to the default view. The default view shows only **Awaiting** amounts.

The heading shows the number of matching amounts. The table shows 25 rows per page.

## Overdue amounts [#overdue-amounts]

A **Due** date is shown in red when the status is **Awaiting** and the date is earlier than today. Settled and cancelled amounts are never overdue. Their amounts appear struck through.

## Sort order [#sort-order]

* **Due** sorts by due date. Amounts without a due date always appear last.
* **Amount** sorts by the amount in the dealership currency.
* **Added** sorts by the date the amount was created.

A due date range excludes amounts that have no due date.

## Read the totals [#read-the-totals]

A bar at the bottom shows three figures for all matching amounts on every page.

| Status filter     | Figures shown                                |
| ----------------- | -------------------------------------------- |
| **Awaiting** only | **To Receive**, **To Pay**, **Net Position** |
| Any other choice  | **In**, **Out**, **Net**                     |

The first figure sums the money in and the second sums the money out. The third equals the first minus the second. Amounts use the dealership currency and the rate frozen when each amount was created.

## Choose the columns [#choose-the-columns]

Select **Columns**. **Item** and **Amount** cannot be hidden.

| Column                                                   | Shown by default |
| -------------------------------------------------------- | ---------------- |
| Category, Due, Status, Vehicle, Customer, Partner, Added | Yes              |
| Deal, Method, Note, Attachments                          | No               |

The customer and the partner come from the deal of the amount. A car-only amount has neither. The **Partner** column is empty for team members who cannot read partners. The choice is stored in the browser.

## Notes [#notes]

* With no rows, the page shows **Nothing Outstanding**. With filters set, it shows **No Matching Amounts**.
* The Transactions page does not include awaiting amounts.