Overview

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Overview

Paradigm gives you the option to search payments with the following criteria: Payment ID, Reference Number, Payment Type, Payment Method, Effective From and To Dates, Status, To Party ID, Created From and To Dates, and Created by User Login.

This section will also allow you to reconcile selected payments, see workflow below.

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Search Payments Criteria: Fields with Brief Descriptions

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title Expand this section for a table of fields (search criteria) with brief descriptions.
Payment ID System Generated payment number Reference Number Selected Payment Reference Categories [Undergraduate, Postgraduate, HDR Masters, HDR Doctorates] Payment Type Bond Refund Commission Return Payment Customer Payment Customer Refund Internal Payment Payment Method Payment Methods accepted by the Institution Cash Credit Card Debit Card EFT (Electronic Funds Transfer) BPay Paypal Payment Express Effective Date Payment Dates to be searched for range Effective Date To Status Status of the Payment Cancelled Confirmed Not Paid Received Sent To Party ID Your business or institution (Select name/s if you have multiple campuses) Created Date From Payment Dates Created to be searched for range Created Date To Created By User Login Paradigm User who processed the payment Click this button to start the search based on your criteria.

Workflow

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1)select the payments that you want to reconcile by clicking on the checkbox against the record that you want to reconcile, alternatively, you can click the checkbox header on top to select all payments.

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2) Select the Bank Account.

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3) Check the total payments that you want to reconcile.

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4) Click the RECONCILE SELECTED PAYMENTS button.

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title Reconciling Customer Payments
How to Reconcile Customer Payments Choose Accounting > Search Payments menus on the side. Enter you your search criteria, and click the SEARCH PAYMENTS button. 2. In your search results, (
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