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View Customer Accounts Olga Catania Process Analyst Trainer/Student Accounts & Cashiering.

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Presentation on theme: "View Customer Accounts Olga Catania Process Analyst Trainer/Student Accounts & Cashiering."— Presentation transcript:

1 View Customer Accounts Olga Catania Process Analyst Trainer/Student Accounts & Cashiering

2  Student Balance and Account Details information  All charges and fees  Item Details  Due Dates  Refunds  Anticipated Aid link-View awards for the Term  Academic Information links:  Residency-Out of State / In State / Academic Plan & Enrollment information  Payment Plans link (PPL) which includes Third Party Contract (TPC) information  Financial Impacts View Customer Accounts Overview

3 View Customer Accounts Navigation: Navigation: Student Financials > View Customer Accounts Student Financials > View Customer Accounts  Enter Student NSHE ID or Last/First Name  Click the SEARCH button  This will take you to the Customer Accounts page

4 Customer Accounts Account Details Account Details  The Customer Accounts page displays several links which contain Financial, FA or Academic data.  Each new Term creates a new row.

5 Account Details, cont. Mandatory & Registration Fees Mandatory & Registration Fees 1. Every student is charged Mandatory fees- UGRD =Acad. Success Initiative Fee-CSUN-Technology-Rebel Recycling-Student Health Charge- Student Life Facilities-Study Abroad & Student Service Fees. Note: GRAD/DENTAL/LAW- add Professional & Activity fee. 2. Registration fees are divided by Reg l (State) and Reg ll (Non State)

6 Account Details, cont. Review Balance on Account Review Balance on Account Note: When a student enrolls, the fees are posted on account creating a 2 line entry for each Fee. 1.Outstanding Balance- student owes fee. 2.Partial Balance Owed -student paid a portion of the fee. 3.Fees Paid in Full -the zero’s represents fee has been paid.

7 Item Details link Review how & what charges were paid Review how & what charges were paid Item Details link displays for each charge or transaction on the Account Details page. This will give you a detail summary view. Clicking on the link takes you to the Payment Line Details page, which displays what charges and amount were paid by the Waiver, FA or Payment transaction.

8 Refunds Direct Deposit, Check or Credit Card There are three types of Refunds; FA, Non Financial Aid & Refund to Credit Card * Non FA-usually from a overpayment  Refunded by Check-Voucher ID- SF25009=check nbr  Refunded by Direct Deposit- Voucher ID-DDREFUND=direct deposit  Credit Card Refund-these are credited back to credit card-only. Click on the Item Details link to view the Refund Details.

9 Anticipated Aid Example of a student with Anticipated Aid. ViewAnticipated Note: The View Anticipated link displays ONLY when Aid has been authorized, once the FA is applied to account, the link disappears.

10 View Anticipated Aid Details link Details link  The View Anticipated details page displays the Amount and Type(s) of Financial Aid authorized for the Term. ~Scholarships, Grants, Loans/Sub Loans~ Note: Authorized means the student has passed all the eligibility checks for the aid to disburse.

11 Payment Plans link  When a student enrolls in a Payment Plan (PPL), all fees move from a Tuition Term Fee row to a new PPL row that is created by the Payment Plan assignment (when Late Fees are assessed-those remain on the Tuition Term Fee row).  The PPL line displays the installment payment amounts and balance. Note: Summer Term-students must be manually placed on PPL’s Note: Summer Term-students must be manually placed on PPL’s

12 Payment Plans (PPL) / Third Party Contracts (PPL) This page displays types of Plans-Payment (PPL) or Third Party (TPC). TPC are contracts created when a business organization has agreed to pay students tuition; part/all or certain fees. Once assigned to a TPC contract the amount of tuition is reduced by transferring to a Third Party contract. Payment Plans link displays all current and past term contract information for Payment Plans and Third Party Contracts, also if contract is Active or has been Cancelled.

13 Academic Information  The Academic Information link displays Bio information, Career Term Data for each Term which includes Residency status and Units enrolled.  The Academic Plan link displays Academic/Sub Plan Career information.  The Enrollment link displays a summary of enrolled classes.

14 Academic Information, cont. Enrollment link Enrollment link  When enrollment occurs, this creates the first top row, when the class is dropped or withdrawn, a new row is inserted with date of transaction.  The Reason code displays what type of “reason” this class was Student dropped or Administratively Withdrawn.

15 Go to links: Due Charges  The Due Charges link displays the due dates for all tuition fees and Payment Plans. Not all fees have the same due date. Note: All pages and links found in View Customer Accounts are “View Only.”

16 Financial Impacts Actions that effect data on a students account Actions that effect data on a students account The Following slides are components which impact Financial data on a students account.

17 Student Groups / Study Agreement Impacts to Students Financial data Impacts to Students Financial data Students who are assigned to some Student Groups are coded to either ADD fees or REMOVE fees or tracking a special group of students. Example: INTL code-adds Health Insurance Fee and International Fee Study Agreements (External Study) identifies groups of students who are charged differently than other students, for example; Study Abroad-USAC, Cemexe and National Student Exchange In/Out. Example: StudyAbroad code removes all fees on a students account. Warning: Deleting a row with existing data may result in Fees reversing and a student receiving a refund.

18 Service Indicators Service Indicators Service Indicators or Holds? Service Indicators or Holds?  Called Service Indicators for internal use.  Displayed as “Holds” to students in Student Center.  Positive – does not affect registration and is generally just a notification, for example FA will request the Student Accounts Mgr. to exclude students from Late Fees or Enrollment Cancellation by placing a Positive Service indicators on these accounts.  Negative –It is very important to view the content of each placed Service Indicator- not all are due to financial holds. Note: Past Due Holds Service Indicators are now synched across NSHE, this new process allows us to view students who have outstanding balances with other Institutions. Students can view message of the Service Indicator with instructions in their Self Service Center. NEGATIVE NEGATIVE POSITIVE

19 Tuition Calculation Updating data by “T Calc” Process Updating data by “T Calc” Process  When changes are made to a student’s account by adding, changing or removing data, the Tuition Calc process should be completed at the time of change. A.Select the Term (s) that requires the Tuition Calculation process. B.Use the arrow to locate past Terms, if needed. C.The Tuition Calc Required box will be checked, click the Calculate Tuition and Fees button. D.Once process is completed, the current date and time displays. Go to View Customer Accounts page to review results. Note: Each Term must be tuition calc’d separately if changes are made to past terms.

20 Security access for any of the pages discussed in this document can be requested by going to AboutMyUNLV, click on the Staff Access Request Form link.  View Customer Accounts: Navigation: Student Financials > View Customer Accounts  Tuition Calculation: Navigation: Student Financials > Tuition and Fees > Tuition Calculation  Student Groups : Navigation: Records & Enrollment > Career and Program Information > Student Groups  External Study (Study Agreements): Navigation: Records & Enrollment > Student Term Information > Term Activate a Student > External Study tab (Study Agreement)  Service Indicators (online training available): Navigation: Campus Community > Service Indicators > Person> Manage Service Indicators  Residency: Navigation: Campus Community > Personal Information (Student) > Identification (Student) > Residency data

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