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General Ledger Accounting Charge Batches

Charge Batch Management

Users who need access to view and work with Charge batches. They include batches with the following source codes:

Source Code

Description

CG

Student charges

FC

Finance charges

IT

Interest earned

TP

Tuition paid in advance

The permissions assigned on the Permissions tab apply generally to Charge batches. Access to individual source codes must be assigned on the Associations tab.

Notice

To give all users in this role permission to create and delete IT and TP batches, select Can create and Can delete permissions on the Permissions tab, and turn on access to IT and TP batches on the Associations tab.

Charge_batches_Permission_and_Associations_tab.jpg

Permission

Users in this role can. . .

Can view batches

View charge batches on the General Ledger Accounting hub and batch pages.

Note

If any other charge batches permission is granted, "Can view batches" is automatically granted as well.

Can edit batches and generate Print Edit reports

Edit charge batches and generate Print Edit reports on the General Ledger Accounting hub and batch pages.

Note

If permission is granted to create, delete, or reverse charge batches, the "Can edit ..." permission is automatically granted as well.

Can create batches

Create charge batches.

Note

If permission is granted to reverse charge batches, the "Can create batches" permission is automatically granted as well.

Can delete batches

Delete charge batches.

Can download to Excel

Download charge batches to Excel.

Can post batches and generate Post reports

Post charge batches created by other users (based on assigned permissions and access), and generate Post reports.

Can post batches they created

Allows the same user to post charge batches they created.

Can unlock batches

Unlock charge batches when in use by another user.

Can summarize batches

Summarize charge batches.

Can reverse batches

Reverse charge batches.