Berkeley|Student Information Systems |
SIS Job Aids #1121
This document will cover how to view a student’s account in Campus Solutions.
Please note:
Path
Main Menu > Student Financials > View Customer Accounts
The Customer Accounts search page displays.
At the top, the Total balance and Anticipated Aid show.
Anticipated Aid is aid that has been awarded but not yet disbursed.
The Account Type of ALLFEES is listed. Account Types are used to classify charges. ALLFEES is the most common Account Type.
The remaining Balance for each term is shown
This is the most detailed data for a transaction.
The Line Details shows multiple lines for the transaction including relevant dates.
Payments paying this Charge shows the credit items that were applied to the charge.
Account Split for Payment displays to what accounts the payment has been applied.
Details identify the relevant dates for the transaction; Posted, Effective, Billed, Due and GL Posted.
Charges the Financial Aid paid lists the charge transactions paid by this credit.
Click Return to return to the Customer Accounts page.
Click the Detail Transactions link.
If the transaction is a payment, a Payment ID is displayed.
The Item Detail tab displays relevant dates for the transaction as well as identifying the action used to post it.
Clicking on any of the column headings sorts by that field.
Click Return to go back.
The Item Summary page has three tabs and is organized by Item Type.
Item Types are codes created in Student Financials which describe the transaction. They also define the General Ledger accounts to which the transactions will be posted.
The Item Description tab shows each Item Type along with the Term and Item Amount.
The Item Due Date tab displays the Item Type description and Due Date for charge transactions. For credits, no date is displayed.
If a refund has been processed, a Refund Number will display.
The Refund Number is another “counter” to differentiate transactions.
Note: A refund is not a “reimbursement”, it is funds disbursed to the student.
Click Return to get back to Customer Accounts.
Items By Term displays transactions by term. To change terms, use the arrows in the upper right.
Balances owed for each Item Type are shown in the far right column.
At the top of the page there are 4 date search options: Posted Date, Effective Date, Billing Date, or Due Date. The default is Posted Date.
Enter a date range in the From Date and To Date fields.
Click on the Search button.
Negative numbers are credits; positive numbers are charges.
The Total column shows a running total of the transactions.
The By Due Date section of the page displays the total of transactions by Due Date. With multiple due dates, the Total Due shows a running total.
By Item shows the Item Types and their Due Dates along with a running total on the far right.
Click the Return link to return to the Customer Accounts page.
Click the Return link to go back to Customer Accounts.
Anticipated Aid Details is a preview of awards.
Date is when the aid became anticipated. Apply Date is when the aid is expected to disburse. Expire Date is when the aid will expire. If the aid expires, it does not disappear from the student’s awards.
Click Return to go back to Customer Accounts.
SIS Job Aid #1121 Page of