Navigation:  Student Financials > View Customer Accounts

1. The Customer Accounts search page displays.
2. Enter Business Unit.
3. Enter the student ID.
   1. Alternatively select the looking glass to select from a list of students or enter a name into the Last and/or First Name fields.
4. Select Search.  
5. The Customer Accounts page displays.  
6. Select the Additional Information arrowhead to display links to related pages.
7. Select the Account Details link.
8. The Account Details page displays.  It shows the:
   • Total Balance
   • Total Debits
   • Total Credits
   • Total Payments
   • Last Activity Date
   • Outstanding Balance
9. Select Item Details.  
10. The Item Details for charges or the Payment Details page displays for payments.
11. The Item Details and Payment Details pages show the particulars for the item, including posted date, due date, reference number and account. 
12. Select Return to re-display the Account Details page.  
13. Select Return again to re-display the Customer Accounts page.
14. From the Customer Accounts page, select to expand the Additional Information group box and select the Detail Transactions link.  
15. 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 select any of the headers to reorder the rows.  There is also an expand button to view both tabs at once.  
16. Select Return to re-display the Customer Accounts page.
17. From the Customer Accounts page, select the Item Summary link.  
18. The Item Summary page displays, and is useful for seeing all the item types at once. This is a good image to see how the "View All" link helps to minimize how much detail is or is not displayed. 
19. Select Return to re-display the Customer Accounts page.
20. From the Customer Accounts page, select the Items by Term link.  
21. The Items by Term page displays, and shows detail information about the item types on the student’s account by term. Use the arrows towards the top for viewing other terms.  Included are:
    • Posting Date
    • Effective Date
    • Line Totals
    • Outstanding Balances
    • Optional - you can select the grid icon to display this detail in an Excel doc
22. Select Return to re-display the Customer Accounts page.
23. From the Customer Accounts page, select the Items by Date link.  
24. The Items by Date page displays, wherein you can sort the item types based on:
    • Posted Date
    • Effective Date
    • Bill Date
    • Due Date
    • Optional - you can select the grid icon to display this detail in an Excel doc
25. Select Return to re-display the Customer Accounts page.
26. From the Customer Accounts page, select the Due Charges link.  
27. The Due Charges page displays, and shows the item types with an outstanding balance along with when the charges are due.  
28. Select Return to re-display the Customer Accounts page.
29. From the Customer Accounts page, select the Payment Plans link.  
30. 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.  
31. Select Return to re-display the Customer Accounts page.
32. From the Customer Accounts page, select the Academic Information link.  
33. 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.  
34. You may need to select 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.  
35. Select Return to re-display the Customer Accounts page.
36. Process to review Customer Accounts complete.