How do I find the customer account ID of a person?

A person's customer account ID is used to find relevant financial transactions. You can also use a student's customer account ID as a parameter when making API calls.

  1. In the Setup and Maintenance work area, use the Manage Customers task:
    • Offering: Student Management

    • Functional Area: Customers

    Make sure all tasks appear.

  2. On the Manage Customers page, in Customer Type, select Person.
  3. Search for the person.
  4. In the results, select the person's name. Some details of that person's account appear below the results. For example, <Person's name>: Accounts.
  5. In View, select All so that all columns appear.
    The customer's account ID appears in Original System Reference for Customer Account.