Receivables Administration Permissions
The default Receivables Administration is for administrative users responsible for managing the settings to work in the Receivables Management hub. Granting access to any of the permissions in this role makes the Receivables Administration hub visible in the Finance hub navigation.
Note
Users in this role can determine the configurations for working with accounts receivable features. Jenzabar recommends adding only a few users to this role.
Receivables Administration
These permissions apply to account receivable settings.
Note
Some accounts receivable settings and definitions are still managed in the Desktop from several windows, including Billing Periods, Subsidiary Group Control, and Subsidiary Type Control. Additional configuration functionality will be available in J1 Web in future releases.
Permission | Users in this role can. . . |
|---|---|
Can manage AR configuration settings | Access the AR Configuration Settings page and update settings related to accounting method, third parties, receipt options, Campus Portal configurations, enhanced billing, and refunds. Schools licensed for Open Items, can also determine whether to use Open Items or Balance Forward accounting. WarningJ1 Web does not yet support Open Items configuration. Although the settings can be updated in J1 Web, schools that work with open items should continue working in Desktop. |
Can manage subsidiary control settings | Access the Subsidiary Control Settings page and make updates to selections related to AR reports, account statements, and finance charges and late fees. |
Can manage receipt code control definitions | Access the Receipt Code Control page and view, create, update, and delete receipts codes. |
Can manage payment plan settings | Access the Payment Plan Setting page and determine how notifications about payment plan updates are sent to students. |
Can manage AR Subsidiary definitions | Access the AR Subsidiary Definition Details page and make updates to AR subsidiary code details, such as the charge account, default receipt code, and AR subsidiary type. |
Additional Permissions
These permissions grants access to manage the information displayed on the Receivables Administration and Receivables Management Summary pages.
Permission | Users in this role can. . . |
|---|---|
Can manage blocks | Access the Summary pages for the Receivables Administration and Receivables Management Hubs. These settings let users add and update custom content blocks as well as remove, activate, deactivate, and reorder Jenzabar-provided and custom content blocks on the page. |