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

  1. On the Group Entry search page, select the Find an Existing Value tab.
  2. Enter or look up Group Unit.
  3. Select Search.  If there are multiple Group IDs, search results will display at the bottom of the page.
Group Entry search page
  1. 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.
Group Entry search page with search results
  1. 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

Group Entry page - Group Control tab
  1. On the Group Action tab, select Balance.
Group Entry page - Group Action  tab
  1. A banner will display indicating that the balancing of the Group Entry(ies) have been saved.
  2. Select the appropriate Posting Action for the Group Entry(ies).  The typical selection will be "Batch Standard".
  3. 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.

Group Entry page - Group Action  tab
  1. Process complete.


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