Subject Payments

The Subject Payments tab displays the list of payments for the current subject. If a visit status is Potential, the payment record will not appear.

 

This tab will be hidden for those users who do not have edit permission for Site Payments and Subject Management. Those with access can edit an item by clicking , which opens the Subject Payment Transaction module. This button will be hidden if the subject visit status is Potential.

 

Approve All

Users with edit permission for the Site Payments feature and the Subject Management feature can set the status to Approved for all records that are currently set to Not Approved or Conditions Not Met by clicking . This button will be hidden if the current database is read-only.

 

Unapprove All

Users with edit permission for the Site Payments feature and the Subject Management feature can set the status to Not Approved for all records that are currently set to Approved by clicking . This button will be hidden if the current database is read-only.

 

Reset Approval

Users with edit permission for the Site Payments feature and the Subject Management feature can remove any transactions with the Manual Approval or Not Approved status unless the transaction has already been invoiced by clicking . This button will be hidden if the current database is read-only.

 

Other tabs that are available are Visits and SAEs.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

Field

Description

Date

This column lists the date of the event.

Type

This column abbreviates the payment type. For instance, CHG means charge.

Event

This column lists the type of visit or event.

Site Budget

This column lists the budget that the charge is assigned.

Payment Conditions

 

Event Ready

= Ready

= Not Ready

Payment Trigger

= Condition Met

= Condition Not Met

Visit Monitored

= Condition Met

= Condition Not Met

N/A = Condition Not Required

Visit Procedures

= Condition Met

= Condition Not Met

N/A = Condition Not Required

Other Conditions

= Condition Met

= Condition Not Met

N/A = Condition Not Required

Payment Approval

 

Payment Amount

This column lists the amount of the invoice and a total at the bottom of this column.

Approval Status

This column lists the status of the invoice.

= Not Ready

= Conditions Not Met

= Approved

= Not Approved

Payment Approval Link

= No action. Approve and Unapprove Icons will display while hovering over this icon.

= Approve the transaction. This link will be available for transactions with a status of Not Approved or Conditions Not Met. When this link is clicked, the status will be changed to Approved.

= Unapprove the transaction. This link will be available for transactions with a status of Approved. When this link is clicked, the status will change to Not Approved.

= Invoiced