Receivables Management Permissions

Can view student accounts and generate reports

Access the Student Accounts page, calculate balances, and view subsidiary information associated with students.

Can view student account details and generate reports

Access the student account details page and see account activity for the selected subsidiary codes.

Can edit student account transactions

Update transaction details on the student account details page.

Can download to Excel

Download student account information from the Student Accounts list and Student Account Details pages.

Can view student payment plan

See payment plan information in the Student Accounts list and access the Payment Plan tab on the Student Account Details page.

Can add payment plan to student

Select payment plans and add students to them on the Student Account Details page.

Can delete payment plan from student

Select payment plans and remove students from them on the Student Account Details page.

Can adjust student payment plan payments

Update the due date, amount, and number of payments in a payment plan.

Can cancel automatic payment

Stop automatic payments for a selected payment plan.

Can reverse payment

Reverse payments made towards a payment plan.

Can view student electronic payment

Access the Electronic Payment tab on the Student Account Details page.

Can edit student electronic payment

Add bank information for students that want to receive funds via direct deposit.

Can manage student subsidiaries

Add subsidiary codes to students.

Can view FERPA block

See the FERPA contacts on the Student Summary page.

Can generate charges

Access the Generate Charges page and run the billing process for students.

Can view hours

Select criteria to view student billing hours on the Student Billing Hours page.

Can view fees

Select criteria to view fees associated with students on the Fees page.

Can view student billing data

Select criteria to view tables and columns associated with charges or refunds on the Student Billing Data page.

Can transfer student deposit

Transfer funds from student deposits into the designated GL accounts on the Student Deposits page.

Can generate account statements

Access the Account Statements page and generate student account statements.

Can update account balances

Choose to update statement balances when student account statements are generated.

Can publish statements to students

Choose to make updated account statements available to students in their Campus Portal Financial Document Center.

Can create student refund invoices

Access the Create Student Refund Invoices page to create invoices to process student refunds.

Can view receipts

Access the Receipts list page and generate receipt files.

Can create and import receipts

Create receipts for payments and import receipt information from external files.

Can edit receipts

Update receipt header and transaction details.

Can delete receipts

Remove receipts from the system.

Can generate reconciliation report

Review the payments received for specified receipt batches.

Can manage receipts numbers

Determine how receipt numbers are assigned in your system.

Can download to Excel

Download receipt information to Excel.

Can view miscellaneous charges

Access the list of miscellaneous charges and see transactions associated with them.

Can create miscellaneous charges

Create batches of miscellaneous charge transactions.

Can edit miscellaneous charges

Update transaction details for miscellaneous charge batches.

Can download to Excel

Download information about miscellaneous charges to Excel.

Can create AR Exceptions report

Access the Reports hub and generate the AR exceptions report.