Use this window to manually create or update a Subsidiary Master table row for anyone (students, faculty, staff, organizations, etc.) in your organization's Name Master table. From this window you can pair names with subsidiary control accounts, configure rows to be created automatically when you Generate Charges and enter the details for a specific payment plan.
When an ID Number is entered, an icon will appear that indicates if notes exist for that individual. If your system administrator gave you security to enter Notepad notes, you can click the icon or right-click on the ID Number column to access Notepad functionality.
Note that you can right-click in a row to open the Name Entity window.
If you have the Student Finances license and you are using the new Self-Service Payment Plans, when you select a student ID you will see the number of Self-Service Payment Plans they have on their account. You can click on the link to go to the Self-Service Payment Plans window. Example
|
If you have the Student Finances license and have turned off the Legacy Payment Plans, the Payment Plan tab will not appear on the Subsidiaries window. |
Common Functionality for Grid Windows
