If the needed 1098-T Eligibility option isn't available from the drop-down list, right-click and select Maintenance Screen. In the Maintain Table Values window, you can update or add a new 1098-T designation. However, the 1098-T process does not recognize any custom 1098-T designations; only the Jenzabar-provided eligibility flags are recognized in the process.

When you designate a miscellaneous charge with a Fee Type, the charges may appear as options in other windows. See the Fee Type details below for more information.

• Charge Code

• Source Code

• Subsidiary Code

• Subsidiary Account Number

• Credit Account Number

• Folio

• 1098-T Eligibility

• Transaction Amount

• Percent

  This field is visible when the "General Payment Convenience Fee" Fee Type is selected. Enter the fee as a percentage of the transaction's total to be charged when payment is made with a credit card.

   

  When values are entered for both Percent and Transaction Amount, the transaction total is calculated in the following way:   Payment Amount + (Payment Amount * Percent) + Transaction Amount

   

• Transaction Description

• Receipting Priority

• * Deferred Income Account Number

• Fee Type

  Use this drop-down pick to designate the type of miscellaneous charge when the charge is a fee.

  o     When you designate a miscellaneous charge as a Housing student life fee, Student Life users can select it from Session Definition window.

  o     When you designate a miscellaneous charge as a Student or Vehicle Violation student life fee, Student Life users can select it from the Sanction Definition window.  

  o     When you designate a miscellaneous charge as a Payment Plan Sign Up Fee or Payment Plan Convenience Fee, Accounts Receivables users can select the fee from the Payment Plan window. Students can view the fees on the Campus Portal from their Payment Plan feature when signing up or viewing payment plan details and from the My Financial Account feature.

  o     When you designate a miscellaneous charge as a General Payment Convenience Fee, Accounts Receivables users can associate this fee with receipt codes defined on the Receipt Code Control window. This fee type is typically used for online credit card payments, and it is automatically calculated for applicable credit card transactions. Students see this fee in the Payment Checkout in the Campus Portal for applicable payments.

  o     When you designate a miscellaneous charge as a Campus Marketplace Fee, Accounts Receivables users can associate this fee with receipt codes defined on the Receipt Code Control window. This fee type, when associated with a receipt code, is used to when miscellaneous (MS) and receipt (RC) batches are created during the external student registration process in J1 Web. * Only available for schools with the Campus Marketplace license.