Pending Checks Page

Use the Pending Checks page to:

Roles and Privileges

CMC: Student accounting manager or CMC: Student accounting administrator

Access Method

  • To view pending checks for all students:

    Navigate to Student Accounting > Student > Pending checks.

  • To view pending checks for a student:

    Navigate to Student Accounting > Student > Students > select a student from the list and select Customer > Pending checks.

The following tables describe the page controls.

Filters

Filter Description
Show This filter is set to Open to display transactions that are not yet posted.
Campus Select the campus to filter pending check transactions by the selected value.
Enrollment Select the enrollment to filter pending check transactions by the selected value.
Bank account Select the bank account to filter pending check transactions by the selected value.
Term code Select the academic term code to filter pending check transactions by the selected value.
FA fund source Select the FA Fund source to filter pending check transactions by the selected value.
Transaction code Select the transaction code to filter pending check transactions by the selected value.
Award year Select the award year to filter pending check transactions by the selected value.
Subsidiary code Select the subsidiary code to filter pending check transactions by the selected value.
Student payment type This filter is set to Check to display transactions of the Check payment type only.

Tabs

Tab Description
Overview View the pending check transactions for the student.
General View information about the selected pending check transaction.

Buttons

Button Description
Group checks Opens the Group checks page to specify a value for grouping the transactions into a check group. For more information, refer to Create a Check Group.
Generate payments

Prints checks for the selected transactions.

Check numbers are generated in Anthology Finance & HCM and are available after generation. However, check numbers are not sent to Anthology Student until the transaction is posted.

Note: This process creates a customer journal for each selected transaction type.

If the integration with Anthology Student is interrupted (or the Integration Layer is down), a message is displayed: "If the integration is interrupted, checks will not be delivered to Anthology Student. To resend them, please use the Error tab of the 'Sending Checks to Student History' form.”

Select OK to allow the process to continue.

Failed transactions can be resent later using the Error tab.

This message appears regardless of whether the integration is turned on or off in Student Accounting parameters.

Display Message Trigger based on Auto Posting Setting

  • When auto-posting is enabled: The message is displayed when you select Generate payment.

  • When auto-posting is disabled: The message is displayed when you select Post.

For more information, refer to Generate Checks for Student Transactions.

Post

This action posts the customer journals linked to the selected transactions.

Check generation and check posting are handled as separate steps. The check number is generated during payment processing and is available in Anthology Finance & HCM before posting. The check number is sent to Anthology Student only after posting is completed.

After posting is completed, the check information is updated in the Sending Checks to Student History form. The check number and transaction date are then made available for synchronization to Anthology Student.

The synchronization of posted check information to Anthology Student is not automatically triggered from the Post action and occurs only after posting is completed and the synchronization process is executed.

Transactions selected for posting are locked during processing to prevent duplicate processing across users or campuses.

If the integration with Anthology Student is interrupted or unavailable, the following message appears: “If the integration is interrupted, checks will not be delivered to Anthology Student. To resend them, please use the Error tab of the 'Sending Checks to Student History' form.”

Select OK to allow the posting to continue.

The message appears regardless of whether the integration is turned on or off in Student Accounting parameters.

For more information, refer to Post Student Transactions.
Cancel Cancels the selected transaction and makes it void.

Fields

Field Description
Student Identifier Student identifier from an external student information system.
Student ID Unique identifier of the student in Anthology Finance & HCM.
Name Full name of the student.
Date Date of the current transaction.

Note: After the check is generated, this field reflects the check's printed date.

Transaction type

The type of the transaction:

  • Refund
  • Stipend
  • Subsidiary Refund
Check group Identifier for the check group.
Description Description of the current transaction.

Note: When integrated with Anthology Student, it is the description of the transaction received from Anthology Student.

Account Ledger account to which the transaction is posted.
Offset account Offset ledger account to which the transaction is posted.
Currency The currency code for the transaction currency.
Amount The transaction amount in the accounting currency.
Check number The bank check number that is issued to pay the student.
Check date The date configured while generating the check for the transaction.
FA fund source The FA Fund source code associated with the current transaction.
Transaction code The transaction code to which the current transaction applies.
Subsidiary code The subsidiary code of the current transaction.
Term code The academic term of the current transaction.
Campus The campus code of the campus where the current transaction occurred.
Enrollment The enrollment to which the current transaction applies.
Bank account The bank account associated with the current transaction.
Award year The award year to which the current transaction applies.
Student payment type The payment type of the current transaction. The form displays only Check payment transactions.
Posted Whether the current transaction is posted or not.
Void Whether the current transaction is voided or not.
Academic year start date The start date of the academic year to which the current transaction applies.
Academic year-end date The end date of the academic year to which the current transaction applies.
Payment reference A reference to a specific payment.
Payment period The payment period when the current transaction is made.
Payee name The name of the payee associated with the transaction.
Payee address The address of the payee associated with the transaction.
Pending check in Student Whether the check for the transaction that is sent from Anthology Student is waiting for information to be sent back to Anthology Student or not.
Pending deposit in Student Whether the deposit slip for the transaction that is sent from the SIS is waiting for information to be sent back to the SIS or not.
Void trans Id in Student

Identifier of the transaction in Anthology Student that is created once the current transaction is voided or reversed.

Note: Transaction voiding/reversal can be initiated from Anthology Student (by voiding a transaction) and from Anthology Finance & HCM (by reversing a check).

Reissue trans Id in Student Identification of the transaction in Anthology Student that was created as a replacement for a void/ reversed transaction.
Student transaction origin

Indicates whether the transaction is created through the import process or from the integration process. It can have one of the following values:

  • Imported - Indicates the transaction is created using an import process.

  • None - Indicates the transaction is created using the integration process.

Integration Interruption Notifications

When generating or posting checks from the Pending Checks form, a notification is displayed if the integration with Anthology Student is interrupted or unavailable. The message provides guidance on how to resend failed transactions through the Error tab in the Send Checks to Student History form.

This notification appears when the integration is:

  • Interrupted mid-process
  • Turned off manually under Student Accounting Parameters
  • Is initially down