9.2 Viewing Outstanding Customer Items
Purpose: To view outstanding customer items using ctcLink.
Audience: Accounts Receivable staff
You review customer account information to determine which:
- maintenance,
- billing,
- finance charge, or
- transfer items are not yet posted.
This helps you to efficiently manage the collection of accounts receivable.
In this topic, you will view all pending items for a customer.
You must have at least one of these local college managed security roles:
- ZC AR Customer Maintenance
- ZD AR Inquiry
- ZZ AR Customer Maintenance
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Viewing Outstanding Customer Items
Navigation: NavBar > Navigator > Accounts Receivable > Customer Accounts > Customer Information > Customer Pending Items
- The Outstanding Customer Items page displays.
- Enter Customer.
- Select Search.
- The Outstanding Customer Items page displays. Use it to view information about all pending items.
- Process complete.
0 Comments
Add your comment