Student Charges Window

Use this window to generate preliminary and actual student charges and refunds. Prior to running this process, you must configure your system for Automatic Generation of Charges. You can generate individual or batch charges. You can also generate actual or preliminary charges and refunds. Preliminary charges and refunds are printed on Preliminary Statements and provide you and the student with an idea of what their charges will be prior to creating formal charges.

By selecting the appropriate checkbox in the Report group box, you can choose to print the reports by Individual and/or Account.

Columns

· Query

· Customize

· Individual

· ID Number

· Run Date For Transactions

· Year

· Term Group for Charges

· Override Refunds

· Charge Mode

o Actual

o Preliminary

· Override Refund Percentage

· Report Title

· Financial Aid Code for Transactions

· Report

o Charges By Individual

o Charges By Account

· Print

o Immediate

o Preview

How To

When the Student Charges process is run, this will cause the process to automatically transfer the liability for paying the designated charges to the third party. If you have not created a subsidiary account for the third party/parties, this process will automatically create one.

1. Open the A/R Configuration window:

a. Select the Process Third Party as Subsidiary and the Auto Generate Third Party Charges checkboxes.

b. Save and close the window.

2. Open the Charges window:

a. Highlight each row that you want the liability for paying the charge to be transferred to a third party.

b. Click Open to open the Charges Definition/Charges Detail Entry window.

3. On the Master tab:

a. Select the Apply To Third Party checkbox.

b. Click Save.

4. Open the Student Charges window.

5. If you want to run charges for an individual, select the Individual checkbox and enter the ID Number of the student. If you want to run a batch process that will create charges for all pending individuals, clear the Individual checkbox.

6. Select a Year and a Term Group for which you want to generate charges. The process will look for charges that were incurred in the Year and Term Group selected, and create transactions for those charges.

7. Enter other information as appropriate.

8. Select the Print Immediate radio button to print a report after charge transactions have been created. Select the Print Preview radio button to open the Print Preview window after the charge transactions have been created.