9.2 View Customer Accounts

Purpose: Use this document as a reference to understand how to view a customer (student) account.

Audience: Campus Solutions staff, Student Financials staff, Financial Aid staff

Navigation: NavBar > Navigator > Student Financials > View Customer Accounts

Student Financials contains detailed financial information for every student – registration charges, payments, course fees and penalty fines, financial aid, et al. Current and historical data is retained in various modules of the system. There are several different pages that may be used to view a student’s financial information.

Customer Accounts Page

The Customer Accounts page gives an overview of the student’s activity for the term. You can drill down to review information on the student’s account using various links. The total on the student’s account can include a dollar amount from a previous term. The Anticipated Aid amount is the total the student might receive for the current academic year. It is not the total for the term you are currently viewing.

  1. Enter Business Unit and student ID then select Search.  The Customer Accounts page displays.  Select the Additional Information arrowhead to display links to related pages.
Customer Accounts page
  1. Select the Account Details link.  The Account Details page displays.  It shows the total balance, total debits, total credits, total payments, last activity date and outstanding balance.  Select Item Details.  The Item Details page displays.
Account Details page

The Item Details page shows the particulars for this item, including posted date, due date, reference number and account.  Payments against this charge are also shown.  Select Return to redisplay the Account Details page.  Select Return again to redisplay the Customer Accounts page.

Items Detail page
  1. From the Customer Accounts page, select the Detail Transactions link.  The Detail Transactions page displays, and provides item type descriptions on the student’s account. It will also show you all the charges and payments by item number.  You can click on any of the headers to reorder the rows.  There is also an expand button (arrowed below) to view both tabs at once.  Select Return to redisplay the Customer Accounts page.
Detail Transactions page
  1. From the Customer Accounts page, select the Item Summary link.  The Item Summary page displays, and is useful for seeing all the item types at once.  Select Return to redisplay the Customer Accounts page.
Item Summary page
  1. From the Customer Accounts page, select the Items by Term link.  The Items by Term page displays, and shows detail information about the item types on the student’s account by term.   Included are posting date, effective date, line totals and outstanding balances.  Select Return to redisplay the Customer Accounts page.
Items by Term page
  1. From the Customer Accounts page, select the Items by Date link.  The Items by Date page displays, wherein you can sort the item types based on posted date, effective date, bill  date, and due date.  Select Return to redisplay the Customer Accounts page.
Items by Date page
  1. From the Customer Accounts page, select the Due Charges link.  The Due Charges page displays, and shows the item types with an outstanding balance along with when the  charges are due.  Select Return to redisplay the Customer Accounts page.
Due Charges page
  1. From the Customer Accounts page, select the Payment Plans link.  The Payment Plans page displays, and shows detail information about any payment plans associated with the  student.  This includes any third party contracts associated with the student.  Select Return to redisplay the Customer Accounts page.
Payment Plans page
  1. From the Customer Accounts page, select the Academic Information link.  The Academic Information page displays, and shows the enrollment activity by term for the student.  You can also view the academic plan the student is associated with.  Concurrent students  will have more than one of the same terms.  You may need to click the View All button to see if there is more than one of the same term.  The Enrollment link drills down to view student’s specific class  information.  Select Return to redisplay the Customer Accounts page.
Academic Information page
  1. Process complete.

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