View Adjustments on the Ledger Card

You can view an audit trail of all adjustments made to the transactions in the ledger card.

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

Post an Adjustment  (4 min.)

Prerequisites

You must have:

• Common - Student - View authorization

• Student Accounts - Student Account Transaction - View authorization

Access Method

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

Procedure to View Adjustments on the Ledger Card

1. Click the Adjustments tab.

2. In Adjustments Made to Ledger Card Transactions, review the following summary list of ledger card transactions that have been modified.

   Date Modified The date when the transaction was changed. Modified By The name of the staff member who adjusted the transaction.

   Note Note or comment specified for the transaction adjustment. Tran Num The transaction number of the adjusted transaction.

3. In Adjustments Details, review the following adjustment record details.

   Changed From The field value before the adjustment was made. Changed To The field value after the adjustment was made.

   Field Name of the field that was adjusted.