Sending Checks to Student History Page

Use this form to view the status of the stipend and refund checks that are sent to Anthology Student.

Roles and Privileges

CMC: Student accounting manager or CMC: Student accounting administrator

Note: The cmc: Student Accounting Manager and the cmc: Student Accounting Administrator roles must not be assigned to the same user. A user can perform this action when the cmc: Student Accounting Administrator role is assigned. When the cmc: Student Accounting Manager role is assigned, the Accounting Manager role must assigned.

Access Method

Navigate to Modules > Student accounting > Integration > Sending checks to Student history.

The following tables describe the page controls.

Buttons

Button Description
Payment journal Opens the payment journal page associated with the selected journal line.
Functions Displays the following menu option:

  • Send checks to Student – Sends selected check records to Anthology Student.
Log Opens the log which contains messages that are generated when an error occurs while sending the check details to Anthology Student.
Inquiries Displays the following menu option:

  • Check – Opens the Checks form to view information of the selected check.

Filter

Filter Description
Student Select a student record to view the status of the bank checks sent to Anthology Student.

Options

Options Description
Check sending status Select a status to view records belonging to that category:

  • Error - Indicates an error occurred while sending the check details to Anthology Student. Error information is available via the Log menu option. When the Integration Layer (IL) is down, all transactions are routed to the Error tab. Once integration is restored, users can resend these transactions using the Send checks to Student history form. Select multiple records to send the checks to Anthology Student. Once the selected records are successfully sent to Anthology Student, they are no longer available in the Error section. These records are added to the Sent tab.

  • Sent - Indicates the check details were sent successfully to Anthology Student.

Note: Anthology Finance & HCM displays appropriate messages when records are sent to Anthology Student.

Select:

  • A single check and send it to Anthology Student to view the check details.

  • All checks and send them to Anthology Student. The system displays the "All checks are successfully sent" success message.

  • Multiple checks and send them to Anthology Student. The system displays an update on the number of selected checks in relation to the total number of available checks. For instance, if you selected 50 checks and successfully sent 30 of them, a notification indicates, "30 of 50 checks sent to Student successfully."

If no transactions are sent to Anthology Student, an information message "0 transactions have been posted" is displayed.

Fields

Field Description
Name The student name associated with the transaction.
Journal entry type in Student The transaction type sent from Anthology Student for which the check is printed.
Bank account The bank account for the selected check.
Amount The check amount in the currency of the bank account.
Currency The currency code of the bank account for the check.
Check sending status The status of sending the check information to Anthology Student. It can have one of the following values:

  • Sent - Indicates the check details were sent successfully.

  • Error - Indicates an error occurred while sending the check details.
Check date The date when the check was printed.
Check number The printed check number.
Transaction ID in Student The ID of the transaction in Anthology Student.