Viewing Billings by Business Unit or Origin
Purpose: Use this as a reference to view billings by business unit or by origin in ctcLink.
Audience: Accounts Receivable staff/supervisors.
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 can review the pending groups billing total from ctcLink Billing by Business Unit. You can view the total control and entered amounts of items for any selected time period. If you choose to designate a control currency, only those items that use the control currency are summarized.
Navigation: Accounts Receivable > Pending Items > Review Items > Billings by Unit
- On the Billings by Unit page, enter or select the Unit.
- Select the From Date.
- Select the To Date.
- Select the Control field.
- Select Search.
- This page displays the total control and entered amounts of items for a designated business unit and control currency.
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 Business Unit. This link will open in a new tab/window.
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.
Navigation: Accounts Receivable > Pending Items > Review Items > Billings by Origin
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.
- 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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