Create a List Layout for Approve Payments

System Administrators can create custom list layouts that can be used in Approve Payments of the Contract and Equipment Contract modules.

If you attach a list layout to the Top Menu, it cannot be your Approve Payments layout.

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. From Company Administration, click Manage Page Layouts > Manage List Layouts.

3. Click Add Item in the lower-right corner of the List Layouts table.

4. Complete the Add Item dialog:

   • Page Layout Name

   • Description: We recommend that you add descriptions to every template, layout, or field you create in Lucernex, so that subsequent administrators will understand the purpose and context of the items you create.

   • Primary Table: Select an option:

     • Payment Transaction: Create a list layout for transactions, then Limit By:

       • Non-Equipment: For only real estate contracts.

       • Equipment: For only equipment contracts.

       • Show Both: For both real estate and equipment contracts.

     • Expense Schedule: Create a list layout for expense schedules.

   • Allow Edit: Select Yes.

   • Even Column Widths?

   • Available for the following Portfolios / Capital Programs: Select the portfolio you want this list layout to be available for.

5. Click Add.

   The list layout appears in the Manage List Layouts table.

6. Build your List Layout.

7. When you have finished adding list layouts navigate to Admin > Manage Company > Financial Settings.

8. Select your list layout in one or more of:

   • RE Contract Transaction Approval Layout

   • RE Contract Expense Schedule Approval Layout

   • Equipment Contract Transaction Approval Layout

   • Equipment Contract Expense Schedule Approval Layout

9. Click Update in the lower-center of the page.

   The page refreshes. Your changes are saved. Your new list layouts are now visible in the Approve Payments window of the selected modules.