9.2 Post a Departmental Receipt
Purpose: Use this document as a reference for generating a department receipt in ctcLink.
Audience: Student Financials Staff.
Department Receipts should only be created with a single target and tender entry due to fund balancing requirements. If multiple lines are created, i.e. multiple GL entries, these should be created as individual department receipts. Optionally, use the Reference Nbr field to enter the linked department receipts number.
Post a Departmental Receipt
Navigation: NavBar > Navigator > Student Financials > Cashiering > Collect Department Receipts
- The Department Receipts search page displays.
- Enter the Business Unit and the Cashiers Office.
- ctcLink will auto-assign the Receipt Number, leave as default.
- Select the Add button.
- The Department Receipts page displays.
- Enter a Reference Number (optional).
- In the Target Detail section, enter the Amount.
- In the Target Detail section, enter what the payment is for, using either the Speed Type field or the Chartfields (select the Chartfields Link to open)
- Select the SpeedType link to select from a list.
- The Look Up Speed Type pagelet displays.
- Enter search criteria.
- Select the SpeedType from the Search Results.
- The Department Receipts page displays.
- Select the word link Chartfields.
- The Journal Set Chartfields page displays.
- Type in the necessary highlighted accounting data.
- Select the OK button.
- The Department Receipts page displays.
- In Tender Detail enter the Amount again.
- The other fields are optional.
- Select the Create and Print Receipt button.
- The receipt opens in a new window.
- Back on the Department Receipts page, select the New Transaction button to process another department receipt.
Navigate to Student Financials > Cashiering > Review Department Receipts to search for and review receipts.
- Process complete.
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