Pending Checks Page

Use the Pending checks form to:

Roles and Privileges

CMC: Student accounting manager or CMC: Student accounting administrator

Access Method

  • To view pending checks for all students:

    Click Student accounting > Student > Pending checks

  • To view pending checks for a student:

    Click Student accounting > Student > Students > select a student from the list and click Customer > Pending checks

The following tables provide descriptions of controls on this page.

Filters

Filter

Description

Show

This filter is set to Open to display transactions that are not yet posted.

Campus

Select the campus to filter pending checks transactions by the selected value.

Enrollment

Select the enrollment to filter pending checks transactions by the selected value.

Bank account

Select the bank account to filter pending checks transactions by the selected value.

Term code

Select the academic term code to filter pending checks transactions by the selected value.

FA fund source

Select the FA Fund source to filter pending checks transactions by the selected value.

Transaction code

Select the transaction code to filter pending checks transactions by the selected value.

Award year

Select the award year to filter pending checks transactions by the selected value.

Subsidiary code

Select the subsidiary code to filter pending checks transactions by the selected value.

Student payment type

This filter is set to Check to display transactions of the Check payment type only.

Tabs

Tab

Description

Overview

View the pending check transactions for the student.

General

View information about the selected pending check transaction.

Buttons

Button

Description

Group checks

Opens the Group checks page, to specify a value for grouping the transactions into a check group.

For more information, see Create a Check Group.

Generate payments

Prints checks for the selected transactions.

Note: This process implies creating a customer journal for each of the selected transaction.

For more information, see Generate Checks for Student Transactions.

Post

 Posts selected transactions.

Note: This process implies posting the customer journals of the selected transactions.

For more information, see Post Student Transactions.
Cancel Cancels the selected transaction and makes it void.

Fields

Field

Description

Student Identifier Student identifier from an external student information system.
Student ID Unique identifier of the student in Anthology Finance & HCM.
Name Full name of the student.
Date Date of the current transaction.

Note: After the check is generated, this field reflects the check printed date.

Transaction type The type of the transaction. It can be:
  • Refund
  • Stipend
  • Subsidiary Refund
Check group Identifier for the check group.
Description Description of the current transaction.

Note: When integrated with Anthology Student, it is the description of the transaction received from Anthology Student.

Account Ledger account that the transaction is posted to.
Offset account Offset ledger account that the transaction is posted to.
Currency The currency code for the transaction currency.
Amount The transaction amount in the accounting currency.
Check number The bank check number that is issued to pay the student.
Check date The date configured while generating check for the transaction.
FA fund source The FA Fund source code associated with the current transaction.
Transaction code The transaction code to which the current transaction applies.
Subsidiary code The subsidiary code of the current transaction.
Term code The academic term of the current transaction.
Campus The campus code of the campus where the current transaction occurred.
Enrollment The enrollment to which the current transaction applies.
Bank account The bank account associated with the current transaction.
Award year The award year to which the current transaction applies.
Student payment type The payment type of the current transaction.

Note: The form displays only Check payment transactions.

Posted Whether the current transaction is posted or not.
Void Whether the current transaction is voided or not.
Academic year start date The start date of the academic year to which the current transaction applies.
Academic year end date The end date of the academic year to which the current transaction applies.
Payment reference A reference to a specific payment.
Payment period The payment period when the current transaction is made.
Payee name The name of the payee associated with the transaction.
Payee address The address of the payee associated with the transaction.
Pending check in Student Whether the check for the transaction that is sent from Anthology Student is waiting for information to be sent back to Anthology Student or not.
Pending deposit in Student Whether the deposit slip for the transaction that is sent from the SIS is waiting for information to be sent back to the SIS or not.
Void trans Id in Student

Identifier of the transaction in Anthology Student that is created once the current transaction is voided or reversed.

Note: Transaction voiding / reversal can be initiated from Anthology Student (by voiding a transaction) and from Anthology Finance & HCM (by reversing a check).

Reissue trans Id in Student Identification of the transaction in Anthology Student that was created as a replacement for a void/ reversed transaction.
Student transaction origin

Indicates whether the transaction is created through the import process or from the integration process. It can have one of the following values:

  • Imported - Indicates the transaction is created using an import process.

  • None - Indicates the transaction is created using the integration process.