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Payment Status Code Table

Define all available payment statuses in this code table. At a minimum, you will need Void and Cleared payment statuses.

This code table populates drop-down lists that can be found in the designated snap-ins of the following session types:

Session Snap-In List
Name Payment Payment Status
Voucher Vouchers Status

Finding the Payment Status Code Table

  1. In the Administrative Tools group of the Explorer toolbar, click System Administration.

  2. Select Code Tables | Financials | Payments .

    The Payment Status code table is displayed in the Payment Status snap-in.

Tip: To access this code table through the Code Tables link in the Administrative Tools group rather than the System Administration link in the same group, click ctblPaymentStatus.

Creating Payment Status Codes

  1. Add a new record.

  2. Select or type all required and relevant data for each available field. Some fields may be required while others are not.

    • Code: Type a brief, unique code used to reference the corresponding item description.
    • Description: Type a description that the user will view in the lists populated by this code table.
    • MasterCode: Select the correct code from among the following options:
      • 0 - Void: If a payment record is marked with a status of type 0-Void, all associated transactions will be rolled back. (e.g., If a check payment is marked Void because it bounces, all allocations made with that payment will be rolled back.)
      • 2 - Cleared: For payments that have cleared.
      • 3 - Other
    • Notes: Type any related notes in this free-text field.
    • Activation Date: Type or select the date from which the code will be in use.
    • Expiration Date: Type or select the date upon which the code will become inactive.
  3. Save the Session. (Click Save button or Ctrl+S)