A/R Term Processes

Page last modified 17:22, 3 Dec 2014 by kgirrard

1. Create and manage past-due balance holds
2. Collect and record Registration Fee
3. Configure Term Fees
4. Assess Fees (for all students)
5. Assess Fees (for individual students)
6. Print Refund Checks
7. Check Non-payment status
8. Check Registration Activity

Version as of 22:33, 4 Nov 2025

Managing A/R for each term involves a number of actions. Some are required, such as describing the fees that will be calculated during Fee Assessment activities, while others are optional or can be performed repeatedly during each term. The following sections describe these actions and how they fits into each term's processing.

Create and manage past-due balance holds

When: Prior to registration for an upcoming term

Uses: Balance due hold report

Collect and record Registration Fee

When: Before and during registration

Uses: Account by Term form

Configure Term Fees

When: Before any fee assessment occurs

Uses: Term Fees form

Assess Fees (for all students)

When: After Regular Registration and Late Registration

Uses: Batch Assess report

Assess Fees (for individual students)

When: Any time verification of current fee assessment is required

Uses: Fee Assessment form

Print Refund Checks

When: After Late Registration, based on posting of Financial Aid to student accounts

Uses: Check Batch form

Check Non-payment status

When: At deadline for fee payment

Uses: Non-Payment report

Check Registration Activity

When: Periodically after Late Registration ends

Uses: Regist. Activity report (Registration/Reports)

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