Refund/Stipend Response Groups

You can use the Refund/Stipend Response Groups tab from the ACH File Based Processors page to configure your institution's policy on refunds or stipends when the student's bank sends a response. The authorized user can create groups and associate Response Codes with these groups. Unassigned groups and associated Response Codes are not processed through Anthology Student.

You can add, edit, and delete your institution's policy on refunds and stipends when the student's bank sends a response.

Prerequisites

Depending on the task, you must have:

  • Student Accounts - Configuration - ACH Processors - View authorization

  • Student Accounts - Configuration - ACH Processors - New authorization

  • Student Accounts - Configuration - ACH Processors - Edit authorization

  • Student Accounts - Configuration - ACH Processors - Delete authorization

Access Method

Select the Configuration tile > expand Student Accounts > select ACH File Based Processors.

Filters

By default, the grid displays all records for the campuses you are authorized to work with. You can use the drop-down at the top of the page to display only records for a specific campus.

Procedure to Add or Edit Items

  1. Select the Refund/Stipend Response Groups tab.

  2. If you want to:

    • Add a new list item, select the New button on the toolbar

    • Add a new list item by copying and modifying an existing list item, select the row in the list and the Duplicate button on the toolbar

    • Edit an existing list item, select the name in the list

  3. Review, specify, or change the following values.

    Add to Student GroupClosed Select the student group to associate a Response Code Group with an existing campus group.

    Assigned Staff MemberClosed Select a staff member associated with the trigger task.

    NameClosed The descriptive name of the item.

    Response CodesClosed Indicates the reasons for non-payment by the ACH Processor. Typical reasons are insufficient funds in the student's account (NSF), incorrect routing number, and account closed.

    Trigger TaskClosed Select a trigger task associated with the Payment Response Code Groups.

    Void Refund/StipendClosed Select whether you want your institution's policy is to post voided transactions to the student's Ledger Card when a refund transaction is voided. If reverse general ledger entries are required for refunds, select Yes. This option may be assigned to individual response codes as necessary.

  1. If you want to save and: 

    • Continue making changes, select the Save button

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

    • Close, select the Save & Close button

Procedure to Delete Items

Deleting an item permanently removes it. No record of deleted list items is maintained in Anthology Student.

  1. Select the Refund/ Stipend Response Groups tab.

  2. Highlight the item in the list.

  3. Select the Delete button on the toolbar.

  4. Select the Delete button to confirm.

The item is:

  • Removed from the list on the page and the list is redisplayed

  • No longer available to select on the forms that contain the list

Limitations

You cannot edit list items that have a Yes in the System column. These items are defined by Anthology Student.