Settlements Page

The Settlements page provides details of settlement transactions that have been applied to the selected student transaction in Anthology Student. The settlement transactions are displayed in Anthology Finance & HCM after the Run student Settlements job is run for posted student transactions.

For more information on the Run student Settlements batch job, see Periodic Tasks.

Roles and Privileges

CMC: Student accounting manager or CMC: Student accounting administrator

Access Method

• Click Student accounting > Student > Students > select a student and click Transactions > select a transaction and click the Settlements button.

  -or-

• Click Student accounting > Student > Transactions > select a transaction and click the Settlements button.

Navigating the Form

The following tables provide descriptions of controls on this page.

Tabs

Tab	Description
Settlements	Lists the settlements that have been applied to the selected transaction in the Student transactions page.

Fields

Field	Description
Transaction type	The type of transaction: Charge Refund Stipend Disbursement Payment
Date	The date when the transaction was created in Anthology Student.
Amount	The amount of the original transaction that needs to be settled.
Amount settled	The amount applied to settle the transaction in Anthology Student.
Settlement date	The date when the transaction was settled in Anthology Student.
Description	The description of the transaction. Note: When integrated with Anthology Student, it is the description of the transaction sent from Anthology Student.
Check number	The check number generated for the applied transaction in Anthology Student.
Transaction Id in Student	The transaction ID in Anthology Student for the applied transaction.