Post a Student Transaction (Quick Post)
Purpose: Use this document as a reference for how to add a transaction to a student’s account in ctcLink.
Audience: Student Financials Staff.
You must have at least one of these local college managed security roles:
- ZZ SF Charges and Payments
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
To use this page, go to your User Defaults, add the Institution on Tab 1, then enter the Business Unit and SetID defaults on Tab 2.
You must also have the appropriate Item Type Security. Please refer to the Item Type Security QRG.
As a reminder: NEVER 'Quick Post' Tuition, Financial Aid, Waivers, Third Party Payments (to a student account), or Payment Plan payments.
Navigation: Student Financials > Charges and Payments > Post Student Transaction
- The Student Post search page displays.
- In the Add a New Value tab, enter or search for the:
- Business Unit.
- Student ID.
- Account Type.
- Item Type.
- Select the Add button and the Student Post page displays.
- Enter the Amount for the item type.
- Enter or search for the transaction Term.
- Optional: Enter the Reference Number.
- The Item Effective Date defaults to the current date. You can update this date as necessary.
- Enter the Due Date for any charge Item Type.
- Select the Post button.
- Select the Student Accounts link to verify the item type posted to the account.
- Select the Return link once account information has been verified and the Student Post page displays.
- Select the New Transaction button to post a new transaction.
- Process complete.
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.
View Tutorial Via Panopto
View the external link to Post a Student Transaction (Quick Post). This link will open in a new tab/window.
Douglas Haub
We had an employee who could not post via this process. The *User ID field was blank and greyed out. They were not able to post but rather got the red fill in that field with the error
"The field is required. You must enter a value for it before proceeding"
The problem is, the field was greyed out so they couldn't enter anything. The supervisor could post via this process and their ID was already entered into the field when they got to this page. Curious.
We checked Item Type security and the appropriate related SACR settings. Academic Institution was set correctly. Under Business Unit SACR the Business Unit and Item Type was correct. Under Other Financial SACR the Company, Institution Set and SetID were also set correctly. Still the field remained greyed out.
Turns out, the employee needed to go into their own SACR User Preferences and add Institution on Tab1 and Business and SetID defaults on Tab2.
Tanjagay Martin
Hello, Douglas.
Thank you very much for your comment. The QRG has been updated with the information you provided. Your support is greatly appreciated! ~Tanjagay Martin | CS Core Trainer