View/Edit a Payment

To view an existing payment, click on Payments under Related in the Payables page (in Figure 1 below) or Browse Payments in the Payments Landing Page in Figure 2 below.

Figure 1: Related - Payments

Figure 2: Browse Payments

From the Payments page (shown in Figure 3 below), the user may perform several actions:

Change the payment status of a group of records.

From the Payments page:

select one or more payments (by checking the boxes in the far left column);
apply one of two actions to the payment status by selecting from the following items in the drop-down list:

Requested (indicates that a request for payment has been issued)
Complete (indicates that payment has been received and sent to the Payee)

Edit a single payment record. Click on the Edit hyperlink in the far right Actions column. For edit options available, see the table below.

Figure 3: View/Edit Payments

Editable fields available while in edit mode (if the status is not “Complete”) include the following (described in Table 1 below), and shown in Figure 4 below.

Table 1

Status*:	Choose from the following: Check requested Check received Complete (i.e. payment sent to Payee) (*Required field.)
Check Processing
Requested By:	Enter the name of person requesting payment from payor.
Dates:	Due Back By: Requested On: Received On:	self explanatory
Check Info:	Check Num: Check Amount: Check Date:	self explanatory
Comments:	Comments in this field will appear on the Check Request Report.
Payment Address
Address:	Defaults to the primary address entered in the Contacts page. This value may be overridden if the primary address is not the payment address for this payment.
City:
State:
Postal:
Country:
Sponsor Contact
Name:	Enter the name of the sponsor’s contact.
Title:	Enter the name of the sponsor’s contact’s title.
Phone:	Enter the name of the sponsor’s contact’s phone number.
Email:	Enter the name of the sponsor’s contact’s email address.

Upon completion of data entry, click the “Update” button to save changes, or “Cancel” to return to the previous page without saving changes. (Note: The Status field is an important tracking tool and its use is encouraged. Check Processing and Sponsor Contact information are not required; study personnel shall use these fields at their discretion.)

Figure 4: Edit a Single Payment