A/R Charge Entry Window

Use this window to enter miscellaneous charges for an account. The top portion of the window allows you to define miscellaneous charge codes. The defined columns automatically apply to newly created detail rows.

If the 1098-T Eligibility column is populated, the Year and Term (from the Year Term Table) are required. When you save, the transaction(s) save to the transaction tables and the Fees table.

Open Items

Columns

· Feedback

· Source Code

· Group Number

· Group Description

· Group Date

· Charge Code

· Total

· Charge Code

· ID Number

· Name

· Amount

· Folio

· Description

· Date

· Subsidiary Code

· *Financial Aid Period

· 1098-T Academic Year

· 1098-T Academic Term

· Project Code

If an ID Number is entered and the charge is 1098-T Eligible, the 1098-T academic year and academic term are required.

How To

1. Open the Miscellaneous Charges window.

2. To create a new charge group, click New to open the A/R Charge Entry window.

3. Enter Source Code, Group Number, Group Date and Charge Code in the header.

4. In the detail rows, right-click and choose Add Row.

5. Some information will default from the header and Charge Code Definition. Enter other information as necessary.

To assign the charges to a third party, enter the third party ID Number in the Third Pty ID Num column. Enter the amount the third party is responsible for paying in the Third Party Amt column.

6. Click Save.

7. To add another charge, right-click and choose Add Row.

The Module Manager or IT Department determines the types of files that can be attached and any file size limitations in General Ledger (General Configuration window).

1. Click the Add Feedback icon or Review Feedback icon. The Review/Add Comments and Attachments window appears.

2. To add a comment, enter it in the Comment box and click the Add button.

3. To edit a comment:

a. Hover over the comment and click the Edit icon. The Edit Comment window appears.

b. Make your update and click the Update comment button. The Edit Comment window closes and the comment automatically appears on the Review/Add Comments and Attachments window.

You can only edit comments you have added and before they have been read by other users. This helps maintain the overall conversation as comments are often made referring to a previous comment.

4. To delete a comment, hover over the comment and click the Delete icon. The comment is deleted.

You can only delete comments you have added and before they have been read by other users. This helps maintain the overall conversation as comments are often made referring to a previous comment.

5. To e-mail the author of another comment:

a. Click the E-mail icon. The Send Email window appears.

b. In the From column, enter your e-mail address.

c. Use the remaining e-mail options to enter your message.

d. To include an e-mail attachment, click the Attachment button. The Select File window appears. Locate the file, select it, and click the Open button. The Select File window closes and the file is attached.

e. To remove an e-mail attachment, click the Remove Attachment button. The attachment is automatically removed.

f. Click the Send button. Your e-mail message is sent.

6. To add an attachment:

a. Click the Select a file to attach button. The Select the File to Attach window appears.

b. Locate the file and select it.

c. Click the Open button. The Select the File to Attach window closes and the file is selected.

d. Click the Add button and the selected attachment appears on the Review/Add Comments and Attachments window.

7. To print the comments:

a. Click the Print button. The Print window appears.

b. Select the appropriate printer and settings.

c. Click the Print button. The comments are printed.

d. To close the Print window, click the X icon.

8. To close the Review/Add Comments and Attachments window, click the Close button or X icon.

When the option to add rows exists: if the number of Excel rows is greater than the number of rows in the grid, the additional rows are automatically added to the grid. To keep from pasting over existing row(s), add a new row before pasting.

1. Access the Excel spreadsheet that contains the cells you want to copy and paste into J1 Desktop.

2. Select the cells you want to copy.

To select multiple rows, press the Ctrl key and click each row.

3. Right-click and select Copy or press the Ctrl + C keys.

4. In the J1 Desktop grid, click where you want to paste.

5. Click the Paste from Excel button or press the Ctrl + V keys. The information is pasted into the grid.

6. Click the Save button.