Payment Information

Searching, Filtering, and Downloading Payments

Within the grid on the Reimbursements tab, you can search, filter, and download details on payments.

Search for Payments

To search for a specific payment, enter a term in the Search field. You can search by one of the following values:

  • Payment ID
  • Amount
  • Source
  • Notes

Filter Payments

You can filter the Reimbursements grid by one of the following values:

  • Amount
  • Source
  • Reconciled
  • Paid Date

Download Payments

Click the Download icon ({Edit}) to save a payment to an Excel spreadsheet. You can also click this icon from the Payment View page.

The spreadsheet contains the following information related to payments:

  • Study
  • Study Protocol
  • Study Site Number
  • Payment ID
  • Amount
  • Status
  • Paid Date
  • Source of Payment

If the payment includes payable items, the spreadsheet displays the following information for each item:

  • Item ID
  • Amount
  • Item Name
  • Subject
  • Payable Event Date
  • On This Page