Viewing Outstanding Charges, Payments, Financial Aid, and Refunds

This section discusses how to do the following using Campus Solutions classic interface:

  • View an account summary.

  • View account activity.

  • View charges due details.

  • View details by due date.

  • View details by charge.

  • View charges due details by due date.

  • View invoices due detail.

  • View invoice detail.

  • View payment history.

  • View the charges paid by a payment.

  • View pending financial aid.

Page Name

Definition Name

Navigation

Usage

Account Inquiry - Account Summary

SSF_SS_ACCT_SUMM

Self Service > Campus Finances > Account Inquiry > Account Inquiry - Account Summary

Review a summary of outstanding charges and deposits, pending payments, pending financial aid, and total due.

Account Inquiry - Account Activity

SSF_SS_ACCT_ACTVTY

Self Service > Campus Finances > Account Inquiry > Account Inquiry - Account Activity

Click the Activity link or a tab on any page.

Review all of the account activity that has transpired over a fixed period of time. Account activity can include any transactions that have been posted to the student's account, including charges, cash, checks, credit card payments, financial aid, refunds, and so on. Administrators can suppress this page from appearing using the SF Institution Set setup.

Account Inquiry - Charges Due

SSF_SS_CHRGS_DUE

  • Self Service > Campus Finances > Account Inquiry > Account Inquiry - Charges Due

  • Click the Charges Due link or a tab on any page.

Review all outstanding charges and deposits incurred to date, including charge details. Administrators can suppress this page from appearing to the student using the SF Institution Set setup.

Account Inquiry - Payment History

SSF_SS_PMT_HIST

Self Service > Campus Finances > Account Inquiry > Account Inquiry - Payments

Click the Payments link or a tab on any page.

Review all payments posted to the account. Administrators can suppress this page from appearing to the student using the SF Institution Set setup. Administrators can select whether pending payments appear on this page and whether students are permitted to drill down through posted payments to see which charges were reduced by those payments.

Account Inquiry - Pending Financial Aid

SSF_SS_PEND_FINAID

Self Service > Campus Finances > Account Inquiry > Account Inquiry - Pending Financial Aid

Click the Pending Aid link or a tab on any page.

Review pending or anticipated aid that has yet been posted to the account. Pending financial aid amounts can be viewed by all terms or by specific terms. Administrators can suppress this page from appearing to the student using the SF Institution Set setup.

Access the Account Inquiry - Account Summary page (Self Service > Campus Finances > Account Inquiry > Account Inquiry - Account Summary).

Field or Control

Definition

Charges Due

Click to access the Charges Due page.

Due Now and Future Due

The amounts that appear are based on the parameters that are set up in the Days in future for 'due now' field on the Institution Set page. The formula used to calculate the value in the Due Now field is any charges incurred through today's date plus the number of days specified. The formula used to calculate the value in the Future Due field is any charges incurred after today's date plus the number of days specified.

Past Due Balance

This amount represents charges that were incurred through yesterday (current date minus 1).

See Defining Basic Institution Set Parameters.

What I Owe Table

The columns that appear in the What I Owe table are based on the allocation level that you specified on the Institution Set page. An administrator can suppress the Pending Payments and Pending Financial Aid columns.

Remittance Addresses

The address that appears is based on the location that you selected on the SF Business Unit page.

Access the Account Inquiry - Account Activity page (Self Service > Campus Finances > Account Inquiry > Account Inquiry - Account Activity).

Students can filter account activity by campus and term for specific dates or a range of dates. Additionally, students can use Find to search for specific transactions.

Access the Account Inquiry - Charges Due page (Self Service > Campus Financials > Account Inquiry > Account Inquiry - Charges Due).

This page shows three different views of the student's outstanding charges due: a summary of charges by due date, details by due date, and details by type of charge. Click the Details by Due Date region or the Details by Charge region to see the details.

Field or Control

Definition

Details by Due Date

Expand this region to view charge details by due date.

Note: The system displays charges by date within a term.

Details by Charge

Expand this region to view charge details. Students can filter these by term.

The system displays charges based on the selection in the View By field.

  • View By: Filter the charges due by campus and by term.

  • multiple: If a charge has multiple due dates, click this link to check those dates.

Invoices Due

Expand the Invoice Due region to view invoice details.

Access the Account Inquiry - Payment History page ((Self Service > Campus Finances > Account Inquiry > Account Inquiry - Payments).

Students can filter all posted and pending payment activity by date.

Field or Control

Definition

Paid Amount

Click to view the specific charges paid by this payment.

Access the Payment History - Charges Paid by this Payment page.

Click the Return to Payment History link to return to the previous page.

Access the Account Inquiry - Pending Financial Aid page (Self Service > Campus Finances > Account Inquiry > Account Inquiry - Pending Financial Aid).

View pending financial aid amounts by all terms or by specific terms.

Field or Control

Definition

Financial Aid

Click to access financial aid information.

See Understanding Financial Aid Self-Service .