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  • Learner – Selecting this will open the corresponding Learner Summary.

  • Description

  • Reference Code – This is shown in a blue box.

  • PO Number – This is shown in a yellow box.

  • Invoice Number – This is shown in a green box.

  • Payment Type

  • Code/Item – The Payment Code indicates the type of payment according to ILR Specifications. 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.

  • Amount

  • Expected Date

  • Status

  • Paid Date – A red flag will indicate here if a payment is Overdue.

  • Credit/Debit

  • Employer – Selecting this will open the corresponding Organisation Summary.

Filtering the Payment List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Image RemovedSearch icon to run the search and apply your filters.


  • Site

  • Payment Item

  • Credit/Debit

  • Reference Number

  • PO Number

  • Invoice Number

  • Expected Date

  • Raised Date

  • Authorised Date

  • Paid Date

  • Created Date

  • Invoiced Date

  • Claimed Date

  • Reconciled Date

  • Learner Officer

  • Funding Organisation

  • Programme

  • Risk Band

  • Learner Reference Number

  • Learner Postcode

  • Learner ULN

  • Learner Status

  • Learner System Status

  • Learner Created date

  • Learner Started date

  • Learner Ended date

  • Learner Expected End date

  • Learner on Break-in-Learning

Exporting the Payment List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.