9.2 Posting a Pending Item Group
Purpose: Post a Pending Item Group using ctcLink.
Audience: Accounts Receivable staff
You must have at least one of these local college managed security roles:
- ZZ AR Item Entry
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
Posting a Pending Item Group
Navigation: Accounts Receivable > Pending Items > Online Items > Group Entry
- On the Group Entry search page, select the Find an Existing Value tab.
- Enter or look up Group Unit.
- Select Search. If there are multiple Group IDs, search results will display at the bottom of the page.
- On the Group Entry search page, in the Search Results section, select the desired Group ID. The Group Entry page will display for that Group ID.
- On the Group Entry page, once the group entry(ies) are fully reviewed and ready to post, select the Group Action tab. The Group Action tab will display.
Note: There will be several actions to choose from: Group Actions, Posting Action, and Accounting Entry Actions
- On the Group Action tab, select Balance.
- A banner will display indicating that the balancing of the Group Entry(ies) have been saved.
- Select the appropriate Posting Action for the Group Entry(ies). The typical selection will be "Batch Standard".
- Select Save and you will have successfully posted Group Entry(ies).
Note: When AR update runs, the entries will be posted to the Customer's Account.
- Process complete.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
VIDEO COMING SOON!
View Tutorial via Panopto
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