Adjustments

You can use the Adjustments tab on the Ledger Card page to view an audit trail of all adjustments made to the transactions in the ledger card.

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.

The ledger cards for a campus can be set up to display the transactions for all enrollments or only current enrollments. Go to Settings > System > Campuses > Student Accounts > General and check the setting for Default Enrollment on Student Ledger Specify the initial default view of a student's ledger card when the Ledger Card is loaded. The options are All Enrollments and Current Enrollment.. The default for this setting is for the ledger card to display All Enrollments upon opening a ledger card.

Procedure to View Adjustments

1. Select 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 item was changed. On some pages, the date also includes the timestamp. Modified By The name or user ID of the person who changed the item.

   Note Area that displays, or that you can use, to specify comments or additional information related to the record or subject. Tran Num The number of the transaction.

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

   Changed From The value for the field in the Anthology Student database before it was changed. Changed To The value for the field in the Anthology Student database after it was changed.

   Field Name of the field that was adjusted.