Post Payment for Individual Students by Quick Post

Roles Involved: Class Teacher or School Finance Officer

This function allows Teachers to record payment into the system

1. Main Menu > Student Financials > Charges and Payments > Post Student Transactions.

2. Click on the Add a New Value tab.

3. Enter the required value in Business Unit field.

4. Enter the required Student ID in the ID field.

5. Enter the required value in Account Type field.

6. Enter the required value in Item Type field.

7. Click on the Add button.

8. Enter the required value in the Amount field of the total amount.

Description Fields:

• New Transaction: Click to enter a new transaction.

• Post: Click to post the entered transaction.

• Amount: Enter the item amount. Click the Currency Detail link to specify the exchange rate.

• Term: Enter the term for which you want to post this transaction.

• Reference Number: Enter an optional reference number to track the transaction.

• Posted Date: After the transaction posts, the date it was posted appears in this field.

• Item Effective Date: Enter the date on which the transaction becomes active. The default is the current date.

• Due Date: Optionally, enter a due date if the transaction is a charge.

• Charge Priority: For all credit item types, this field displays the charge priority list that is associated with the item type. If necessary, you may override this value.

• Pay Method: If the payment item type is set up as tender-specific, then the tender category appears in this field. If the field is not populated, select a value from the list. Click the Tender Details button to add specific information, such as check number and bank information.

• Payment ID: This field is used only when reversing a payment. Enter the payment ID number of the transaction to be reversed. When you exit the field, the page is completed with the original transaction information.

• Use Exc Acct (use excess account): Select the Exc Acct check box to route payments in excess of a charge or account balance to a designated excess account. When the check box is selected, enter the excess account type in the field to the right.

• Restrict Payment to Account: Select to restrict the entire amount of the payment to the specified account type. Selecting this option prevents excess payments from being transferred to an excess payment account.

• Select Charges to Pay: Click this link to access the Select Charges to Pay page.

• Pay Amount: From the Select Charges to Pay page, specify the amount of the total payment that you want to apply against this charge. The specified amounts must total 100 percent of the payment.

• Student Accounts: Click this link to access the Student Accounts page.

• Academic Information: Click this link to access the Academic Information page.

• Payment Details: Click this link to access the Payment Details page.




Note: Make sure the required fields are not empty: Term, Item Effective Date and Due Date .

9. Enter the required value in the Term field.

10. Enter the required value in Reference Number field.

Note: Enter the Receipt No. that is given to the student.

11. Enter the required value in Item Effective Date field.

12. Click on the Select Chargers to pay link once finished filling in the correct fields.

13. Enter the required value in the Pay Amount field for which the student is paying.

14. Click on the OK button.

15. Click on the Post button.

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