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:

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.

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.