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Ventura County CCD Monday, October 23, 2006

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Presentation on theme: "Ventura County CCD Monday, October 23, 2006"— Presentation transcript:

1 Ventura County CCD Monday, October 23, 2006
Banner Web Cashier Ventura County CCD Monday, October 23, 2006

2 Session Rules of Etiquette
Please turn cell phones/pagers off or switch to vibrate mode If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the presentation. Thank you

3 Session Description VCCCD has recently created an interesting solution in the Finance/AR area: We have developed a Web Cashier application in Banner Self-Service that allows our college business offices to post credit card payments directly to the Student account. The application also allows the entry of additional fees, cash, and check payments.

4 Web-based Cashiering - Purpose
Replaces separate credit-card machines, dial-up lines, etc. Direct application to Student account Single vendor for all CC transactions Byproduct – allowed addition of American Express and Discover Performs other Banner functions with the same interface

5 Separate logon. Not subject to Self-Service timeout

6 Uses same User ID, PIN as Self-Service

7 Initial login asks for Student ID

8 Cashier can review Student’s entire account

9 Account Review is descending by term

10 Cashier can print a Schedule/Bill for the term

11

12 Cashier can see if a student has a hold

13 Cashier can release the hold

14 Cashier can charge Optional Fees (same as Student Web)

15 Available fees are driven by term, college, rate code

16 A fee cannot be selected twice. Permit number stored in TBRACCD

17 Cashier can charge Additional Miscellaneous Fees

18 Drop-down is based on a view (will use AR security)

19 Fee amount and document number post to AR

20 CC can be manually entered or scanned.

21 can’t be more than balance.
Amount is edited – can’t be more than balance.

22 After payment is made, a receipt can be printed.

23 Receipt printed for student. File copy can be printed as well.

24 You can include address for easy mailing

25 Transactions in TSAAREV are tagged with cashier ID

26 7.2 version

27 Term can be changed for same student, or new student entered

28 This button is for Credit Card refunds.

29 Will not allow a refund if not a credit balance.

30 If credit balance, refund amount is restricted.

31 Refund processed successfully.

32 Cash or check can also be entered.

33 Amount is edited against the balance.

34 Account Review after all transactions.

35 Conclusions Web Cashier Transactions/services in one place.
Same logic as Student SS for optional fees. Saves double-entry. More credit card options.

36 Questions

37 Presenter Information
Ventura County Community College District


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