Post Charges

You can post charges for a student in the ledger card.

If the General Settings for Student Accounts are configured to allow posting to:

• Any Campus, you can post transactions for a student at any campus

• The Current Campus, you can only post to an enrollment at the student's current campus. If you try to post the transaction to another campus, a message indicates that you are not signed into the campus and posting is not allowed.

   Review the training (Anthology Academy registration and login required):

Post a Charge  (5 min.)

Prerequisites

You must have:

• Common - Student - View authorization

• Student Accounts - Student Account Transaction - New authorization

If your institution wants to track transaction due dates, you must set Allow Transaction Due Dates to Yes. (Select the Settings tile > expand System > select Campuses > select the name of an existing campus in the list, or click the New button, specify the required information, and Save the campus > select the Student Accounts tile.)

Access Method

Select the Students tile > select the name in the Students list > expand Student Accounts > select the Ledger Card tile.

Procedure to Post Charges

1. Click the Transactions tab if it is not already selected.

3. Select an option in the Term drop-down list to filter the transactions. The options are:

   • <All Terms> (default)
   • A specific term defined by your institution

3. If you want to:

   • Add a new charge, click the Charge button on the toolbar

   • Edit an existing transaction, click the transaction name in the list

4. Review, specify, or change the following values. If you change either Term, Payment Period, Transaction Code, Transaction Date, Transaction Due Date, Course Section Start Date or Amount (credit to debit) when:

   • An active transaction due date rule exists, Anthology Student displays a message to confirm whether to recalculate the transaction due date

   • An active transaction due date rule does not exist, Anthology Student displays a message to confirm whether to remove the current transaction due date

   Academic Year The academic year associated with the transaction. Amount The amount for the charge or payment. Program Version The program version associated with the student or item. Reference A reference value for the charge. Fees ID The fees that are associated with the selected enrollment, Academic Year, and Transaction Code. The Fees ID list is displayed only if Incremental Billing and Earning setting is enabled for the program version associated with the enrollment. Term The term to be associated with the charge or payment.

   Transaction Code The transaction code. The following items are applicable when posting charges: - If transaction code permissions are used, only transactions that you can process are displayed - When posting to the main student ledger, only transaction codes that are not associated with a subsidiary are displayed Transaction Date The date when the transaction record was posted. Transaction Due Date Indicates the date when the payment is due. This field is only visible if the transaction is a debit transaction and the transaction due date option is enabled for the associated campus in Student Accounts > General system settings. You can manually specify the due date and the system will save the due date for the transaction. If you do not specify a due date, the system will calculate the due date on the basis of an active due date rule for the campus for the selected transaction code, if it exists. Transaction Name The name or description for the transactions. Transaction Type (Post Chrg/Adj) Indicates whether you are posting a charge or an adjustment.

5. If you want to save and: 

• Close, click the Save & Close button

• Continue to add another item to the list, click the Save & New button