View & Edit G5 Transaction History

You can View G5 Transaction History and Edit G5 Transactions in the Student Financial Planning User Interface.

Overview

You can use filters to view G5 Transactions by date range, award year or fund type. You can add or update G5 Control Numbers and associate an amount to each Control/Reference ID Number for completed drawdown transactions. If necessary, you can also associate a partial drawdown amount or control number with another G5 Transaction ID.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.

• Administration
• G5 Drawdown

See Set General Permissions Matrix for additional information.

Manual Processing Steps

View G5 Transaction History

Log into the Student Financial Planning User Interface (UI)

1. Navigate to Administration > G5 Management > G5 Transaction History
2. Use filters to reduce the returned results
   1. Transaction Start Date
   2. Transaction End Date
   3. Use Range (will search for transactions completed between the transaction start and end dates)
   4. Award Year
   5. Fund Type

Add New Control Entry

Log into the Student Financial Planning User Interface (UI)

1. Navigate to Administration > G5 Management > G5 Transaction History
2. Click the Add New Control Number button
3. Enter new Control Number
4. Enter Amount
5. Click Save

Edit control number and/or amount

Log into the Student Financial Planning User Interface (UI)

1. Navigate to Administration > G5 Management > G5 Transaction History
2. Click the Edit button
3. Update Control Number
4. Update Amount
5. Save