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If you are trying to update the Status, Reference, PO Number or Invoice Number, you can do this for multiple records at the same time using the Payment Processing Tools. |
Selecting ... > Edit
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by a payment in
...
the Learner Payment List will open a window where you can edit the following details. Once you have made your changes, select Save
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to keep them or Cancel
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to discard them.
Payment Code – The Payment Code indicates the type of payment according to ILR Specifications.
Payment Item – The Payment Item is a user-defined value used to internally categorise payments. Payment Items are maintained by your database administrators in List and Type Configuration.
Description
Expected Date – Selecting this field will open a calendar date selector.
Expected Amount
Actual Date – Selecting this field will open a calendar date selector.
Actual Amount
Employer – A search bar is available at the top of the drop-down list to help you locate the organisation.
Reference code
PO Number
Invoice Number
Notes
Status
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