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Group Post - Reviewing Transactions

Group Post - Reviewing Transactions

Review Group Post

 

Label

Description

Label

Description

Business Process

Accounts Receivable

Module

Student Financials

Prerequisites

Group Post – Create Group Data Entries; Post Transactions

Description

This Job Aid illustrates how to review group post transactions. 

 

Instructions:

 

Step

Action

Step

Action

1.

Click on [] then [] and navigate to Student Financials -> Charges and Payments -> Group Processing -> Review Transactions

 

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Action

Step

Action

2.

Enter the “Group ID” number created from the Group Data Entry process and click “Search” [ ].

Step

Action

Step

Action

3.

Click the “Line Details” link next to an entry to review individual posting information.

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Action

Step

Action

4.

Review posting information for line item.  Click “Return”.

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Action

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Action

5.

Click the “Group Post Details” link to review details and control totals.

Step

Action

Step

Action

6.

Review Group Post Details and Control Totals.  Click the “Return” link.

 

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Action

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Action

7.

You will be returned to the “Review Transactions” page.

 

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Action

Step

Action

8.

End of Job Aid

 

 

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