Unapplied Credits
You can use the Unapplied Credits page to locate credit transactions that are not yet applied for multiple students and apply the credits for those students.
You can:
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Select individual students and select specific debits or have Anthology Student apply the credit to debits in the order they are listed for the student
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Have Anthology Student automatically apply the credits for all the students using the payment apply order configured by your institution (Select the Configuration tile > expand Student Accounts > select Credits Apply Order.)
For example, you can:
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Automatically clean up applied payments if disbursements or payments come in out of the expected posting order
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If you just configured Anthology Student to automatically apply credits, apply credits using the configuration
If Anthology Student is integrated with Anthology Finance & HCM, the following details are sent to Anthology Finance & HCM during the release to the general ledger event:
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Payment Transaction ID
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Transaction IDs for the charges towards which the payment was applied
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Amount applied towards each charge
Reversal charges cannot be automatically applied because you cannot define an applied order.
You can then use the page to review all the batches that have been processed.
Prerequisites
You must have:
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Common - Processes - View authorization
- Student Accounts - Processes - Unapplied Credits authorization
For Anthology Student to automatically apply the credits, your institution must have configured the:
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Accounting for the campus to auto-apply using the hierarchy
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Credit apply order page (Select the Configuration tile > expand Student Accounts > select Credits Apply Order.)
You must set the "Allow Credit Source Order" for the campus to Yes to configure the credit source order from other sources regardless of when the credits were posted. (Select the Settings tile > expand System > select Campuses > select the name of an existing campus, or select the New button, specify the required information, and Save the campus > select the Student Accounts tile.)
Access Method
Select the Processes tile > expand Student Accounts > select Unapplied Credits.
Procedure to Create the Batch and Review Results
Process Tab
Use the Process tab to filter the data and queue the batch job.
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Specify the Selection Criteria to filter the records.
Transaction Start Date
From and To
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Select the Apply Filters button. Anthology Student displays the list of the unapplied credits for the selected records in the Results grid.
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Take the appropriate action in the Results grid.
Task Action to Take Select individual students and select specific debits or have Anthology Student apply the credit to debits in the order they are listed for the student
1. Select a row in the grid.
2. Select the Apply Credit button. Anthology Student displays the list.
3. Review the amount details.
4. Review the values.
5. If you want to:
◦ Select individual or multiple charges based on the remaining amount, select one or multiple check boxes. Then, select the Apply button.
◦ Apply the remaining amount to the charges in sequential order until the remaining amount is zero, select the Apply Amount to All button.
If you need to clear all of the selections and start over, select the Clear All Amounts button.
Automatically apply the credits for all the students
Select the Queue Auto Apply All button.
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To view the changes on the student ledger card or unapply credits that you applied, select the name of the student in the list.
For more information, see Apply Credits to Charges.
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On the Queue Batch dialog, review or change the name of the batch and select the Queue button
Anthology Student processes the batch and applies credits to charges for multiple students.
When the batch completes, Anthology Student displays the results on the History tab.
History Tab
For batches that you created to apply credits to charges for multiple students, you can use the History tab to review the status of all the batches, review the results of specific batches, and manage the batches.
Batches on this tab are available for 28 days by default. Anthology Student removes them after 28 days. If you need to keep the information for a batch, use the Export (
) button on the toolbar.
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Review the values in the Batches grid.
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Select the name of the batch in the list. Anthology Student displays the details for the job in the Job Results grid.
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Review the values in the Results grid.
