Payment Codes

The feature is available to Users with Manager Role and any User with a PLUS license.

Payment Codes can be used to track services provided of monetary nature.  

• e.g. of payment codes
  • Back-to-School Payment 
  • Client Computer                                   
  • Clothing Payment
  • Day Care Payment                                  
  • Dental Services Payment    
  • Home Repair payment

• Code: A text value; could be alphanumeric.
• Description: A text description of the transaction code and its purpose.
• Status: as Active or Inactive.
• Transaction Type: as appropriate to classify for reporting. Use P for Payments.  See Transaction types for details.

Set Up Payment Codes

• Login with your credentials.
• Click the Admin menu option.
• Click the Payment Code menu option.
• Click the Add button on the Payment Code screen.
• Enter Code: A text value; could be alphanumeric.
• Enter Description: A text description of the payment code  and its purpose.
• Select Status: as Active or Inactive.
• Select Transaction Type: as appropriate to classify for reporting. Use P for Payments.  See Transaction types for details.
• Click Save.

Optional Fields :

• Federal Category : Optional data capture.  Users can use the options to categorize the Program for Reporting.  The values in drop-down are: Employment, Education, Housing, Income Management and Unspecified.
• Service Category : Optional data capture. Users can use the options to categorize the Program for Reporting.  The values in drop-down are: Employment, Education, Housing, Income Management and Unassigned.
• Productivity Category : Optional data capture.  Users can use the options to categorize the Program for Reporting. The values is: Unassigned.
• Fund Sources : Optional data capture.  Users can use the options to associate the fund source to the code.  The values in the drop-down are pulled from a list of fund sources.  See Fund Source for details.
• Program : Optional data capture.  Users can use the options to associate the program to the code.  The values in the drop-down are pulled from a list of programs.  See Programs for details.
• Dimension : Optional data capture.  Users can use the options to categorize the Program for Reporting. The values in drop-down are: Education, Employment, Health Insurance, Income, Mental Health, Parenting, Shelter, Subsistence, Substance Abuse, Transportation and Unassigned.