Viewing Billings by Origin
Purpose: To view billings by origin using ctcLink.
Audience: Accounts Receivable staff.
You can reconcile your database with information from your billing system. This procedure displays the pending groups that are received from a billing origin on a certain day or within a range of dates.
You can view billings by the source of a transaction as soon as the items are entered into ctcLink. This source of transaction can be online or external.
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.
Use the Billings by Origin page to:
- Reconcile your database with information from your billing system.
- Display the pending groups that are received from a billing origin on a certain day or within a range of dates.
Viewing Billings by Origin
Navigation: Accounts Receivable > Pending Items > Review Items > Billings by Origin
- On the Billings by Origin page, enter or select the Origin ID.
- Select the From Date.
- Enter or select the Control field.
- Select Search.
- Notice that this page displays the totals of amounts entered and controls.
- It also displays the remaining balance of the differences between control and entered amounts and unposted amounts in item groups according to origin ID and business unit.
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 Billings by Origin. This link will open in a new tab/window.
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