Accounts Receivable Orientation 2019

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Presentation transcript:

Accounts Receivable Orientation 2019

Overview FERPA Authorized and Proxy Users Statements and Invoices Payment Options Refunds Accounts Receivable Website Questions

FERPA: The Family Educational Rights and Privacy Act of 1974 is a federal law designed to help protect the privacy of student education records…. Interpreted: When a student turns 18 years old, or enters a postsecondary institution at any age, the rights under FERPA transfer from the parents to the student. Meaning: More information on FERPA in Campus Navigator page 36

Become an Authorized User: Real-time account information View statements/invoices Discuss account details Enroll in payment plan Email and text reminders (for statements and scheduled payments as and authorized user) Detail Instructions on page 34 in the Campus Navigator

Request Proxy Access Degree Works Enrollment Verification Midterm & Final Grades Student Class Schedule Unofficial Transcript Financial Aid Requirements Financial Aid Award for Aid Year Financial Aid Payment Schedule

Page 34 of Campus Navigator & Accounts Receivable Website!!!! Students Grant Access Student - Login to GoWMU Select ‘Payment and Account Information’ for new authorized users ‘Academics’ for new proxy users Select ‘Authorized User’ under both Student enters your email address Wmich.edu – Front Page: Page 34 of Campus Navigator & Accounts Receivable Website!!!!

Newly Authorized Users: Check your email account Follow the instructions Log-in (links provided) Enter your name Viola! You have access Page 34 of Campus Navigator & Accounts Receivable Website!!!!

Page 32 of Campus Navigator & Accounts Receivable Website!!!! Invoices - Billing Sent Electronically Details for semester including: Tuition and Fees Room and Board Schedule of Classes Authorized Financial Aid Payments for the Term Page 32 of Campus Navigator & Accounts Receivable Website!!!!

Page 34 of Campus Navigator & Accounts Receivable Website!!!! Monthly Statements Monthly if a balance due on account Details new charges/payments Prior balance due included Current balance due on the account Similar to credit card/bank statements Page 34 of Campus Navigator & Accounts Receivable Website!!!!

Payment Methods Online: Electronic transfer - checking/saving Visa, MasterCard, Discover, American Express (Charge/debit card payments subject to a 2.85% convenience fee) Mail: Personal checks, bank checks, money orders In Person: At Bronco Express in the Bernhard Center Payment drop-box outside Bronco Express More information on pages 34 & 35 of Campus Navigator!

Payment Plans Available! Payments processed automatically Spread over the semester Email confirmations Installment dates fixed – cannot be changed $35 enrollment fee per semester Credit/Debit card payments subject to 2.85% convenience fee Enrollment in plans must be set up each semester

Payment and Account Information Portal through GoWMU Logged in as: Buster Bronco Logout Slide here with picture of payment and account information Welcome future Broncos!!! Fall tuition invoices will be available by July 25. The due date is August 22, 2018…….. More Information - Page 34 of Campus Navigator

Refunds - Student Overpayments/ excess financial aid: Electronic deposit to checking/savings account Paper check payable to the student mailed to local address Dorm students - checks mailed to permanent address on file

Refunds - Parent Only for Parent Plus Loans Issued to parent or student (parent chooses) Refund to parent only mailed to address on the loan application (electronic – coming soon)

wmich.edu/accounts-receivable

Be Vigelant Do not click links or open attachments in emails you were not expecting Do not enter any personal, login, or financial information when prompted by an unsolicited email  Do not respond to or forward emails you suspect to be a scam If in doubt, contact the person or organization the email claims to have been sent by using contact information you find for yourself on their official website

Avoid Scams

Parent and Family Mixer Visit us today! Parent and Family Mixer Bernhard Center 1:15 – 2:15

Questions and Concerns Bronco Express is a full-service office that addresses students’ concerns regarding: Financial Aid Billing Cashiering General registration questions At Bronco Express students can: Pick up financial aid forms and ask financial aid questions Receive explanations of students’ billing activity Make payments to student accounts Make an appointment with a Financial Services Specialist

Thank You! Bronco Express Phone: (269) 387-6000 Email: finaid-info@wmich.edu Location: Lower level Bernhard Center (G09) Thank You!