Post Student Stipends

You can post student stipends to the student's ledger cards.

Anthology Student also performs the following functions: 

• Stores the payee name on each stipend record to use for reporting purposes.

• Audits changes to the payee for stipends. Auditing occurs from the time the stipend is scheduled to the time the stipend is processed. This information includes the date changed, the time changed, and the user who made the change. Your ability to edit a payee for a refund is dependent on the fund source associated with the refund. The payee changes are audited only for the fund sources that allow the payee to be changed.

• Enables administrators to specify that the reference information is printed on the check, below the address, on the stub, or in both places.

• Enables administrators to view the user ID of the user who scheduled the stipend using the Ledger Card, Transaction Detail tab.

• Stores the user ID of the user who scheduled the stipend to ensure that it is not overwritten by the user who posted the stipend.

Prerequisites

You must have:

• Common - Processes - View authorization

• Student Accounts - Processes - Post Student Stipend authorization

Your institution can:

• Enforce rules when posting stipends in Setup > Student Accounts and Setup > Campus Locations

• Allow stipends to be scheduled when the institutional charges exceed the packaged amount

• Allow stipends to be posted and issued to the student before the funding is received on the ledger card

Access Method

Select the Processes tile > expand Student Accounts > select Post Student Stipends.

If you want to post stipends for a student, the student must not belong to a student group that is associated with the Stipends Hold action. You can view the holds for a student in the header of the Student Profile.

Procedure to Post Stipends to Student Ledger Cards

1. Filter the records by selecting values in the following fields.

   Academic Year The Academic Year associated with the record. Program Version The Program Version that is associated with the student stipend.

   Student The Student to whom the stipend will be paid.

2. Select the Apply Filters button.

   If the student belongs to a student group that is associated with the Stipends Hold action, each stipend is disabled to prevent posting of the stipends. A message is displayed to inform that the student is on a stipends hold.

3. Select the Fund Source link.

4. Specify the following values.

   Bank Account The Bank Account from which the check will be drawn. Check Number The check number for the stipend. Date Due The date when the stipend is due. Date Sent The date when the stipend will be sent. Payee The payee information that will be used when processing the stipend check.

   Payment Period The payment period associated with the stipend. Previous Year Indicates the refund transactions made in the current tax reporting year that are associated with a single payment made in a previous year. Reference A reference value. Term The Term to which the stipend applies.

   If a stipend description was provided when adding or editing a fund source, the value is stored internally. If a stipend description is not provided, a system-defined stipend description will be included and stored. This stipend description value is displayed on the student's ledger card for the fund source.

5. Select the Post button.

Procedure to Add Payee Information

You can add payee information that will be used when posting a student stipend.

1. Filter the list by selecting values in the following lists.

   Academic Year The Academic Year associated with the record. Program Version The Program Version that is associated with the student stipend.

   Student The Student to whom the stipend will be paid.

2. Select the Apply Filters button.

3. Select the Fund Source link.

4. In the Post Stipend section, select the + icon.

5. In Related Address, specify the following values.

   Address Type The address category for the payee. City The payee's city. Country The payee's country. County The payee's county. Email Address The payee's email address. First Name The payee's first name. Last Name The payee's last name.

   Phone Number The payee's phone number. State The payee's state. Status The school status of the payee. Street Address The payee's street address. Title The payee's title. Work Phone Number The payee's work phone number. Zip Code/Postal Code The payee's ZIP code or postal code.

6. Select Save to save the changes.