General Student Accounts Settings for Campuses
You can use the General Settings tab from the Student Accounts tile on the Campuses page to set up information related to student account procedures in Anthology Student. You can also:
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Enable or disable accounting in Anthology Student for the selected campus
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Specify dates related to accounting processes (e.g., Minimum Transaction Date, Last Earn Date, etc.)
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Set up 1098-T processing details
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Specify the Credit Source Order for the campus
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Enable the cashiering feature for the campus to use when posting payments to the student ledger. Select the Students tile > select the name in the Students list > expand Student Accounts > select the Ledger Card tile.
Prerequisites
You must have System - Settings - Campuses - Manage authorization
Access Method
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.
Procedure to Add or Edit Items
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Select the General tab.
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Review, specify, or change the following values.
Default Enrollment on Student Ledger
Read Note
The proper application of payments is important for the correct aging of accounts receivable, calculation of student credit balances, and creation of 1098-T forms by the Payments Received reporting period. For each campus, there are two options to apply payments to charges.
Auto Apply Using Hierarchy – Payments (credit transactions) posted to the ledger card are automatically applied to charges (debit transactions) that have not been applied. When the payment is a non-financial aid source, Anthology Student uses the default payment application hierarchy for the campus to apply the payment. If the payment is a fund source payment, the payment application hierarchy for the fund source is used. For details on configuring the hierarchy, refer to Credits Apply Order.
Manual/User Applied – This option lets you choose how payments are applied. When you select this option, a pop-up displays the Apply Credit form, where you can specify the amounts from the selected payment to apply to specific charges.
Number of Days following the Graduation
Payment form Timeout Value (Minutes)
Prohibit Void of Cleared Refund and Stipend Checks when
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In Expected Funding, you have the option to configure the fund sources that are to be displayed on the student’s ledger card.
If the Show Expected Funding check box is:
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Cleared, the fund sources grids will not be visible
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Selected, the following grids will be displayed:
- Grants — Fund source types: PELL, GRANT, SCHOLAR, ACG, SMART, TEACH
- Loans — Fund source types: LOANNB, LOANNNB, PLUS, SUB, UNSUB, DIRSUB, DIRUNSUB, DIRPLUS, PERKINS
- Student Payment / Other — Fund source types: CASH, OTHER
The grids will list only active fund sources. If a fund source was active and configured at one point but then disabled, it will not appear. If the fund source is re-enabled, the last configuration persists.
You can select whether the ledger card should display the fund sources in Estimated, Approved, or Pending Approval status.
When you select the Estimated, Approved, and Pending Approval check boxes in line for a specific fund source, the system displays disbursements in Scheduled and Ready To Pay statuses on the ledger.
You can toggle the grid display using the Expand All/Collapse All link.
You can clear all previous configurations in the grids by selecting the Clear Selection link. A confirmation dialog will be displayed.
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In 1098-T Electronic Processing, review, specify, or change the following values.
Institutions must provide the tax form 1098-T, Tuition Statement, to students or parents of dependent students each year by January 31 to report payments received and payments due for every student that is currently enrolled and paying qualifying tuition and related expenses. Based on the 1098-T filed with the tax returns, the Internal Revenue Service (IRS) determines educational tax credits, such as the Hope credit or Lifetime Learning credit for eligible students and families.
Anthology Student determines which students need to be reported on 1098-Ts. The institution must print 1098-Ts to send to the qualified students. The institution can also create an electronic file with 1098-T data to transmit to IRS via the export feature. For more information, refer to 1098-T Forms.
Taxpayer Identification Number (TIN)
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Select Save to save the changes.