Viewing Customer's Account By Term

Label	Description
Business Process	Accounts Receivable
Module	Student Financials
Prerequisites	Student must be enrolled and tuition calculated before you can view the customer accounts screen.
Description	This Job Aid illustrates how to view a customer’s account by term.

Instructions:

Step	Action
1.	Click on [] then [] and navigate to Student Financials -> View Customer Accounts…

Step	Action
2.	Verify that the Business Unit = “SDCCD” Click in the “ID” field and enter the student’s EMPLID. (Do NOT click the magnifying glass [] next to the ID field. Doing so will pull up every student in the system)

Step	Action
3.	Click the “Search” Button [].

Step	Action
4.	Click the arrow [] next to “Additional Information” to display a list of options.

Step	Action
5.	Click on the “Items by Term” link.

Step

Action

6.

All of the options to navigate through this screen are located on the top right corner of the box.

(Option 1) Click on the “View All” [] option to view all the student’s semesters on one page. You can distinguish between semesters by looking under Term at the top left corner of the box.=

(Option 2) [] Click on the arrow [

] to view page 2 of 2. When using this option, you are only viewing one semester at a time. You can distinguish between semesters by looking under the Term at the left top corner of the box.

Step	Action
7.	End of job aid.