Payment Information

View Payment Details

The Reimbursements tab gives you a view of trial payments and itemized payment records. Here you can review high level totals, search and filter for payment records, and export payment data to excel.

At the top of the Reimbursements tab are three summary metrics for the selected study:

  • Paid To-Date: The total cumulative sum of all payments issued to your site to date.
  • Pending: The total sum of reimbursements currently in process or awaiting final disbursement.
  • Last Payment Date: The calendar date on which the most recent payment was issued.

Working with Payment Requests

You can easily locate specific records by using search terms, applying dropdown filters, or switching between pre-filtered views.

Searching Filtering Switching Views
Enter key search terms directly into the Search bar to locate specific payment records. You can search across:
  • Payment ID
  • Notes
  • Payment Letter
 Refine the Reimbursements grid using specific dropdown filter controls above the columns:
  • Amount: Filter by exact values.
  • Source: Filter by payment origin (e.g., Site Invoice, Sponsor/CRO).
  • Reconciled: Filter by reconciliation status.
  • Paid Date: Filter by specific payment dates using the date picker.
 Select tabs above the grid to instantly filter the list by payment stage:
  • All: View every payment record regardless of status.
  • Paid: Filter to show only completed payment disbursements.
  • Pending: Filter to show expected reimbursements currently in process.

If a Payment Letter is associated with a payment record, a selectable link appears in the Payment Letter column of the main grid (and within the Payment View detail page). Selecting this link opens the file inside the document viewer, where you can review the document on screen or select the Download icon to save a copy to your local device.

Viewing Itemized Payment Details

To inspect the specific breakdown of a reimbursement, select the Payment ID link for any record in the view.

This opens the Payment View page, which displays high-level metadata (such as overall status, payment source, reconciliation state, and notes) along with a detailed list of underlying payable items:

  • Item ID: The unique tracking identifier for the individual line item.
  • Amount: The monetary value assigned to the specific item.
  • Item Name: The description of the activity (e.g., Screening Visit, Interim / Follow-up).
  • Subject: The study participant associated with the billable event.
  • Payable Event Date: The date the specific visit or milestone occurred.

You can export this specific payment record and its underlying itemized details to an Excel spreadsheet by selecting the Download icon in the top right corner of the page.

Select the Back arrow at the top left of the page at any time to return to the main Reimbursements ledger.

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