1. Tuition Account Refunds through Direct Deposit
Carold Boyer-Yancy, Director
Student Service Center
Diane Scutti, Manager of Accounting Operations
Office of Financial Affairs
Saint Joseph’s University

2. Reasons for Direct Deposit
Students needing immediate access to their funds
Eliminate checks that are lost in the mail
Avoid delays caused by the USPO
Accounts Payable and the Student Service Center have less checks to process
Help students avoid check cashing fees
Provide improved service for our students
Carold

3. Implementation of Direct Deposit
Develop a method to gather, monitor and change student banking information
On-line to make the process as easy as possible for AP and the SSC
Payroll did not want us to impact their direct deposit information on GXADIRD
Diane-
When we decided to do this we had three things in mind.
Concerned about the difficulty of gathering all this information, the frequency of student’s changing their accounts. Also, there is usually only one refund a semester so how could it be done quickly.
Did not want to impact greatly the workload of the SSC and AP staff
Payroll was concerned with us changing their priorities or bank information they had previously set up

4. Diane-A method to gather information was developed on our self-service(My SJU) for our students to enter/confirm pre-existing or change their bank information

5. Diane,
Provided copy of a check so they would understand routing vs. bank account number

6. Diane
Bank routing comes from a drop down box. If student’s routing does not appear they need to bring a voided check to the SSC. Account # is entered, select checking or savings.
If they already are on direct deposit(all students who work on campus are required to have direct deposit so there information will default in.

7. Diane
does not contain bank information because of security.
But students do get a message on the MY SJU with bank and routing # to confirm.

8. Diane GXADIRD form is updated immediately
AP the student sets up is a priority 0
Payroll remains at 1
If AP/Payroll are both at priority 1, AP moves up to priority 0.
If student changes, the cancelled AP moves to the next available priority skipping over all the payroll priorities and the new AP moves to priority 0.

9. Banner Process
Update TSADETC (Detail Code Control Form)
Carold

10. Carold

11. Banner Process, cont. SSC submits refunds to AP in the normal manner
Student receives an electronic when the direct deposit has been processed
A check register was developed(FZBCHKR) for the SSC to help them identify checks vs. direct deposit
Carold

12. Getting the word out…. Email Brochure Posters
A brochure with every refund check
To date 748 students have signed up for direct deposit!
Carold

13. Expectations Student entering bank information multiple times
Rejections-no pre-noting and incorrect information entered
Routing number not on validation list
Increase in s to SSC alias
Purging policy-getting students off of Direct Deposit once they have graduated
Diane
We built in pop-up box after we went live. Information has already been entered
Set up method with your banking information to receive this information daily.
Voided check to SSC
SJU will be 6 mos. After they graduate

14. Positive Feedback from both Students and Employees!
Benefits
Positive Feedback from both Students and Employees!
Carold

15. Future Efforts More advertising Orientation Open House Mandatory
Parent reimbursement
Carold

16. Tuition Account Refunds through Direct Deposit
Thank you for attending
Questions?????
Carold Boyer-Yancy,
Diane Scutti,
Carold