Viewing Payments, Anticipated Aid & Disbursed Aid

Viewing Payments, Anticipated Aid, & Disbursed Aid

 

Label

Description

Label

Description

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:

 

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1.

Click on [] then [] and navigate to Student Financials -> Charges and Payments -> View Payments

 

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2.

Confirm that the “Business Unit” field = “SDCCD”

In the “ID” field, enter the student’s ID# then click “Search”.

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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.

 

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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.

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5.

To view Anticipated Aid, click the [] link.                                    

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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.

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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).

 

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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.

 

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9.

End of job aid