The Reimbursements tab allows authorized site staff to keep accurate records and add helpful context to any payment. You can manage these details directly within the main payment grid or on the individual Payment View page.
Using the Reconciled checkbox helps your team track which payments have been verified against your site’s internal accounting records, bank statements, or CTMS. When you confirm that a payment matches your records, simply check the box to flag it as reconciled.
You can also use the Notes field to add operational details to a payment record. Keep in mind that any notes you enter or reconciliation updates you make are saved automatically and can be viewed by the Sponsor or CRO who issued the payment.
