Business Process

Cashiering

Module

Student Financials

Prerequisites

Org must be set up.  Students need to be assigned to the 3^rd Party Org before a payment can be processed.

Description

This Job Aid illustrates how to process an Org payment.

• Option 1: To pay amount in full, begin at Step 1.

• Option 2: To select students to pay, follow Steps 1-8 then skip to Step 17.

1.

Click on [

2.

Enter the appropriate Cashier’s Office code in the “Cashier’s Office” field.

(Option 1) Click on the magnifying glass [] next to the “Cashier’s Office” field to search for your Cashier’s Office.  Click on the appropriate Cashier’s Office.

(Option 2) If you already know your Cashier's Office code (e.g. "MESA1"), you can enter it into the "Cashier's Office" field rather than using the search function.

3.

Enter the External Org ID.

(Option 1) Click in the External Org ID field and enter the External Org ID (e.g. “5000041831”).  External Org ID’s are 10 digits.

(Option 2) If you don't know the External Org ID, you can click the magnifying glass [

4.

(Option 1) Click in the Organization Type field and enter “SFTP”(Student Financials Third Party)

(Option 2) You can also click the magnifying glass [

5.

Click the “Look Up” button [

6.

Once you click the “Look Up” button, the Organization Type column will change to “SFTP”

Scroll down and look for the Org that is making a payment.  Once you find the Org, click on it to update the “External Org ID” field (e.g. “Doritos Corporation”).

7.

Click the “Add” button [