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: NavBar > Navigator > 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.
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