Viewing Groups Not Set to Post

Purpose:  To view groups not yet set to post using ctcLink.

Audience:  Accounts Receivable staff.

You must have at least one of these local college managed security roles:

  • ZD AR Inquiry

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

You inquire on pending item groups before their group action has been set to post now or post later. For viewing groups that are not set to post, you can search groups by posting and balance status.

Viewing Groups Not Set to Post

Navigation: Accounts Receivable > Pending Items > Review Items > Group Not Set to Post

Use the Groups Not Set To Post page to view groups whose posting action is Do Not Post.

  1. On the Groups Not Set to Post search page, enter or look up the Business Unit.
  2. Select the Posting Status to select a posting status for searching groups. 
  3. Select the Balance Status to select a balance status for searching groups.
  4. Select Search.
  5. Notice that the Post Status value of the group in the video is Not Posted.
  6. You can also view various totals, such as the amounts to be posted.

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 Tutorial via Panopto

View the external link to Viewing Groups Not Set to Post. This link will open in a new tab/window.

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