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General Ledger Accounting Preliminary Batches

Preliminary Batch Management

This role is for users in the business office or across campus that need access to preliminary batches. They include batches with the following source codes:

Source Code

Description

@C

Preliminary student charges

@F

Preliminary financial aid

The permissions on this page apply generally to preliminary batches. Access to individual source codes must be assigned on the Associations tab.

Notice

To give users in this role access to view, edit, and delete @C and @F batches, select Can view, Can edit, and Can delete permissions on the Permissions tab, and turn on access to @C and @F batches on the Associations tab.

Preliminary_batches_Permissions_and_Associations.jpg

Permission

Users in this role can. . .

Can view batches

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

Note

If any other preliminary batches permission is granted, "Can view batches" is automatically granted.

Can edit batches and generate Print Edit reports

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

Note

If permission is granted to create or delete preliminary batches, the "Can edit..." permission is automatically granted.

Can create batches

Create preliminary batches.

Note

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

Can delete batches

Delete preliminary batches.

Additional permissions granted: Can view batches, Can edit batches and generate Print Edit reports

Can download to Excel

Download preliminary batches to Excel.

Additional permissions granted: Can view batches

Can unlock batches

Unlock preliminary batches when in use by another user.

Additional permissions granted: Can view batches

Can summarize batches

Summarize preliminary batches.

Additional permissions granted: Can view batches