The following table lists information about the columns and options that appear in the Financial Transactions grid under the FT tab on the Patron page.
Column |
Description |
Transaction ID |
The unique transaction ID number assigned to the transaction. |
Account Name |
The transaction's account, such as the Payment or Housing account. |
Transaction Code |
The account's transaction code, such as the Payment or Transfer Out transaction code. |
Amount |
The amount of the transaction. |
Applied |
A check indicates the transaction has been applied, even if partially applied. |
Amount Applied |
The amount currently applied for the transaction. |
Transaction Type |
The type of transaction. The following values are possible: •Charge •Payment •Credit Memo (Deposit, Payment, or Regular) •Debit Memo (Deposit, Payment, or Regular) •Transfer In (Deposit, Payment, or Regular) •Transfer Out (Deposit, Payment, or Regular) |
Post Date |
The date the transaction was posted. |
Status |
Post status (either Posted, Unposted, or Applied) |
Housing Term |
The housing term associated with the financial transaction. |
Posted |
A check indicates the transaction has been posted. |
Void Status |
The following Void Statues are available: •Voided – Indicates the transaction has been voided •Reversal – Indicates the transaction is an opposite transaction associated with a void •Error –Indicates there’s an error for the void. For example: Voiding an unposted transaction. |
Has Notes |
A check indicates the transaction has notes. |
On Statement |
If a statement is created via a batch function in Odyssey HMS, this column indicates the transactions are listed on the statement. |
Option |
Description |
|
Click the First Page, Previous Page, Next Page, or Last Page arrows to navigate the pages of the grid. |
Add |
Click Add to add a new transaction, new payment, new payment with distribution, or new transfer. |
Export |
Click Export to export the Financial Transactions grid to various file formats. |
Filter Options |
Click Filter Options to define the columns, sort, and number of rows to display in the grid. |
Auto Apply |
Click Auto Apply to automatically apply a payment to a charge. |
View |
Click View to view a financial transaction. |
Edit |
Click Edit to Copy, Edit, Void, or Post a transaction. |