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Balance Forward or Open Items

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

The options in this section determine how payments and credits are applied at your institution.

Database Location

Selections for the accounting method are saved in the BU_CONFIG table in the OPN_ITM_OR_BAL_FWD column with the following values:

  • 'B' for Balance Forward

  • 'O' for Open Items

How to Select Balance Forward or Open Items

  1. From the Finance Receivables Administration Hub options, select AR configuration. The AR Configuration Settings page opens.

  2. Click the Edit button and then click the Balance Forward or Open Items link at the top of the page to navigate to that section.

  3. Select one of the following options.

    • The Balance Forward option applies payments directly to a student's subsidiary balance.

    • The Open Items option applies payments directly to a specific item, charge, or fee. This option is only available to schools licensed for Open Items.

      Warning

      At this time, J1 Web does not support Open Items functionality. If your school is licensed and configured for Open Items in J1 Desktop, do not use J1 Web Financials; continue working in J1 Desktop until Open Items functionality is available in a future J1 Web release.

  4. Click Save changes.