Viewing Payments, Anticipated Aid & Disbursed Aid
Viewing Payments, Anticipated Aid, & Disbursed Aid
Label | Description |
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Business Process | View Payments, Anticipated/Disbursed Aid |
Module | Student Financials |
Prerequisites | Student must have PAYMENTS, ANTICIPATED AID and/or DISBURSED AID on their account to view |
Description | This Job Aid illustrates how to VIEW the following: PAYMENTS, ANTICIPATED AID & DISBURSED AID |
Instructions:
Step | Action |
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1. | Click on [] then [] and navigate to Student Financials -> Charges and Payments -> View Payments |
Step | Action |
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2. | Confirm that the “Business Unit” field = “SDCCD” In the “ID” field, enter the student’s ID# then click “Search”. |
Step | Action |
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3. | To view payments and how they were distributed, click the “Payment Allocation” icon [] for the payment you are interested in. |
Step | Action |
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4. | In the screenshot below, you can see how the $1,476.00 office payment was distributed. [Add the amounts in the “Amount Applied” column to get $1,476.00.] Click the [] link to go back to the previous screen. |
Step | Action |
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5. | To view Anticipated Aid, click the [] link. |
Step | Action |
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6. | Here you can see the types of Anticipated Aid the student has on their account. Click the [ ] link to go back to the previous screen. |
Step | Action |
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7. | To view Disbursed Aid, click the “Payment Allocation” icon [] for the appropriate Financial Aid Item Type (e.g. CCPG C-Enrollment Fee Waiver). |
Step | Action |
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8. | Here you can see the CCPG C-Enrollment Fee Waiver and what charges it paid for. [Add the amounts in the “Amount Applied” column to get $230.00.] Click the [ ] link to go back to the previous screen. |
Step | Action |
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9. | End of job aid |