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.
Paid Date – A red flag will indicate here if a payment is Overdue.
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 Search icon to run the search and apply your filters.
Sort By – Here you can use the drop-down menu to choose how the list is ordered.
Search – Here you can search by Learner Name or ID.
Employer – A search bar is available at the top of the drop-down menu.
Learner Tags – Selecting the Search... box will open a drop-down menu where you can add multiple Tags to search by. The following search options are available:
Any – This will filter the list to records that contain at least one of the specified tags.
All – This will filter the list to records that contain every specified tag.
None – This will filter the list to records that do not have any of the specified tags.
Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.
Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
Learner Reference Number
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.
The tickboxes to the left of each payment in the list can be used to Process Learner Payments. Along with this, selecting the ... icon by a payment in the list will open a menu with the following options: