Payments Verification

Last updated: January 2025

This feature allows you to upload payment reports from off-campus payment facilities like banks.

Access and Navigation

The Payments Verification module is found under Finance

If you cannot view the link from the list, check the privilege assigned to your account or role.

Filters

You may choose to filter the data listed:

  • School Year - choose the school year when the payments were uploaded

  • Unit - choose the grade level units (Preschool, Elementary, JHS, SHS, etc.)

  • Status - choose the status of the payments (For verification, Verified, Exceptions, All)

Import pending Payment Verification data

  • To Import Pending payment verification data, click on the import button on the upper-right side of the page

  • If your bank provides a report with a different format, it is important to format the report according to what is accepted by the system

  • Click on Download Template and format it as needed

  • Once done, click on Browse and upload the modified file

  • Click Import once done

Search for Payments

  • To search for payments, click on the “Search By” field and choose the search criteria you want. Available criteria are as follows:

    • Student Name

    • Student Number

    • Transaction Number

    • Purpose of Transaction

  • Click on the magnifying glass icon and search for the keywords according to the criteria selected

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