Student Balance Statements

Process Tab

Use the Process tab to filter the data and queue the batch job.

1. Specify the Selection Criteria to filter the records. The fields that are displayed will vary depending on the selected Type value.

   Account Balance As Of The closing date that is used to calculate the account balance. Account Balance is at Least Specify the student's minimum account balance to have statements generated. Expected Start Date Range The date the student is expected to start enrollment at your institution. From and To Graduation Start Date Range The date when the student graduated or is scheduled to graduate from the program version. From and To Group The name of the student group that you would like to have balance statements generated. Include Expected Payments Specifies whether to include expected payments in the statement. Include Ledger Transactions Specifies whether to include ledger transactions in the statement. The transaction date, description, and amount are displayed for each payment presented.

   Include Past Due Payments Specifies whether to include past due payments in the statement. Include Recent Payments Specifies whether to include recent payments received (including refunds, stipends, and voids for the period) in the statement. Start Date Range Student’s program version start date. From and To Student The last and first name of the student. Student Statuses Student school statuses to be used to gather students to generate statements. Only students whose status match with statuses selected will have statements generated. Type Select the student activity statement type. The options are: Batch, Group, and Student.

2. Select the Next button.

3. If you select Yes in:

Field Name	Action by Anthology Student	Action to Take
Include Recent Payments Specifies whether to include recent payments received (including refunds, stipends, and voids for the period) in the statement.	Enables the Recent Payments section.	Specify or change the following values. Fund Sources Select the fund sources to include for recent payments in the statements. Select 'Select All' to capture all fund sources. Show Only Active Fund Sources Select this check box to view only active fund sources. Transaction Date The date when the transaction was posted. From and To Select the Next button.
Include Past Due Payments Specifies whether to include past due payments in the statement.	Enables the Past Due Payments section.	Specify or change the following values. Aid Statuses Select the aid statuses which you want to include in past due payments evaluation. The options are Estimated, Pending or Approved. Fund Sources Select the fund sources to include for past due payments in the statements. Select 'Select All' to capture all fund sources. Past Due As Of The payment due date. Payments with scheduled date on or earlier than the specified date are considered past due. Show Only Active Fund Sources Select this check box to view only active fund sources. Select the Next button.
Include Expected Payments Specifies whether to include expected payments in the statement.	Enables the Expected Payments section.	Specify or change the following values. Aid Statuses Select the aid statuses which you want to include in expected payments evaluation. The options are Estimated, Pending or Approved. Expected Receipt Range The date of expected payment receipt. From and To Fund Sources Select the fund sources to include for expected payments in the statements. Select 'Select All' to capture all fund sources. Show Only Active Fund Sources Select this check box to view only active fund sources. Select the Next button.

4. In the Note and Summary section, review or specify the following values.

   Note Area that displays, or that you can use, to specify comments or additional information.

   Summary Indicates the summary of all the selection criteria for the statements.

5. Select the Queue Statements button.

6. In the Queue Batch dialog, review, specify, or change the following values.

Batch Name The name of the batch.

Print Labels after the Statements are generated Select this check box if you want to print labels after the balance statements are generated.

7. Select the Queue button.

Anthology Student processes the batch of student balance statements.

When the batch completes, Anthology Student displays the results on the History tab.

History Tab

For batches that you created for student balance statements, 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.

1. Review the values in the Batches grid.

   Campus The campus associated with the balance batch statement. Canceled Shows the date and time when the batch was canceled. Blank if the batch was not canceled. Duration The amount of time it took to process the job or batch. File Path The file path where PDF file of the account balance statements are stored. Group The name of the student group that you selected to generate the statements. Include Expected Payments Specifies whether to include expected payments in the statement. Include Past Due Payments Specifies whether to include past due payments in the statement. Include Recent Payments Specifies whether to include recent payments received in the statement.

   Job Status The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors. Label File Path The path of the PDF files for the labels are stored. Last Retry Shows the date and time when the Deleted jobs within the batch were last resubmitted for processing. Blank if a retry has never been requested. Print Labels Indicates whether the batch you chose prinst labels after the statements are generated. Started The date and time when the first job within the batch started executing. Submitted By The name of the staff member who submitted the batch for processing. Type Select the student activity statement type. The options are: Batch, Group, and Student.

2. Select the name of the batch in the list. Anthology Student displays the details for the job in the Results grid.

3. Review the values in the Results grid.

   Amount The statement amount. File Path The file path where PDF file of the account balance statements are stored. Fund Source The source of this fund. If your institution is using fund source security, you must have permission to work with the fund source. Job Created The date and time when the job was added to the background job queue. Job Started The date and time when the job was pulled from the queue and started executing. The start time for a job will be the same time or later than the start time for the batch.

   Job Status The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors. Label File Path The path of the label file. Student The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization. Student Number If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

4. Take the appropriate action in the grid.

   Task	Action to Take
   Print Statements	Select the record in the batches list. Select the Print Statement button on the toolbar. Anthology Student will download the PDF file for the batch. You then can open the PDF file to print the student activity statements for all students in the batch or for students of your choice.
   Print Labels	Select the record in the batches list. Select the Print Labels button on the toolbar. Anthology Student will download the PDF file for the labels. You then can open the PDF file to print the labels if needed.