Search External Payments

The External Payments Search enables users to efficiently locate external payments using various search options.

External Payment Search View

The External Payments Search View is the main place to search for external payments.

Tip

Customise the views to efficiently access the data you need. You can customise the columns, sorting and filters on the grid. Learn how to use Views

1. From the Main menu, go to Finances > External Payments.

2. Use the filters available to find external payment(s) of interest and click on the Search button or simply press Enter when you are ready. By default, the filters are set to display all external payments whose request dates fall within this week in the system.

   • Quick Search: Enter a student’s first name, last name, preferred name or student number to locate the external payment entry(s) by a specific student.

   • Payment No: Search for an external payment entry using the Payment Number. When using this filter, all other filters, if any, will be ignored.

   • Provider: Filter external payment entries belonging to the selected provider. This is the provider associated with the payment.

   • Reconciliation Status: Filter external payment entries by the selected reconciliation status. The options available are:

     • All: Show all external payment entries regardless of status.

     • Ready to Reconcile: Show external payment entries that are ready to be reconciled.

     • Unavailable: Show external payment entries that are cannot be reconciled yet.

     • Reconciled: Show external payment entries that have been reconciled.

   • Date Range: Filter external payment entries based on the selected date option and range.
     The options available are:

     • Request Date: Filters external payment entries with the request date within the specified dates.

     • Last Update: Filters external payment entries with an updated date within the specified dates.

     • Reconciliation Date: Filters external payment entries with a reconciled date within the specified dates.

   • Range Type: Allows users to set predefined date ranges, automatically populating the From/To Date filter based on the selected range.

     • Custom: Uses the manually entered From/To Date.

     • Day: Sets the From/To date to yesterday, today, or tomorrow.

     • Week: Sets the From/To date to the last, current, or next week.

     • Month: Sets the From/To date to the previous, current, or next month.

     • Quarter: Sets the From/To date to the last, current, or next quarter.

     • Calendar Year (CY): Sets the From/To date to the last, current, or next calendar year.

     • To-Date: Sets the From date as the beginning of the current month, quarter, or year and the To date as Today.

   • If you need more filters, you can use Column Filters and the Advanced Filter.
     See this article for more details: Data Grids.

   • You can customise the grid by adding/removing columns as required. See this article for more details: Data Grids: Customise Data Grids.

3. To go to the External Payment Details page, click on the Payment No. field.

   

Actions on the External Payments Search View

From the External Payments Search View, you can take quick actions on one or multiple records using the grid actions. The available actions may vary depending on whether you select a single or multiple records and on your permissions. Some of these actions include, but are not limited to:

• View External Payment Details (single record)

• Reconcile External Payments (single record)