Payments

The feature allows Case Managers to track the financial aid provided to participants.  

• Login with your credentials.
• Click the Transactions menu option
• It will expand to display - Logs and Payments
• Click the Payments  menu option
• Click Add button on Transaction Logs screen
• Search for the Client:  start typing the name : first name followed by last name. The list of matched names will display, choose the appropriate participant’s name  from the drop down. The blue indicator next to the box indicates search in progress.
• Select Case Manager
• Enter Date: defaults to current date but can be changed.
• Select Payment Code: Search for code or description of the code, choose from the matched list of codes
• Enter Amount
• Program : If the Transaction code is linked to a Program it will automatically display in the box.  
• Transaction Type: Automatically displays the type of transaction the code belongs to.
• Fund Source: Search for fund source code or name , choose from the matched list of fund sources
• Click the Save and Continue button to add more payment  entries without leaving the screen.   OR
  • Click Save and Exit button to go back to Transactions