Administrators can reverse charges and payments in the Student Administration System.
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- Log in to the Student Administration System.
- Click the NavBar icon in the top right-hand corner.
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- Click the Navigator button from the menu.
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- Navigate
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- to the Student Financials tab.
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- Select the Charges and Payments tab.
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- Click the Reversals tab.
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- Click
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- the Reverse Charge
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- tab.
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- In the ID field, enter the appropriate ID or type the student’s first and last name.
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- Click Search.
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- Click Account Details
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- for the Account Type and Term that contains the charge you wish to reverse.
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- Identify the charge that needs to be reversed.
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Click Reverse.
Note Your security will limit what you can see on this page. A supervisor of the department must submit a security update with your login name and the name of the charge(s) by completing the Access Request Form for Departmental Administrators. https://its.uconn.edu/services/applications/student-administration/.
Under Service Area Forms, click https://web2.uconn.edu/eaa/sa/training/form.php#/intro
The Effective Date field should not be changed.
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- In the Description field, enter a short detailed description of why the charge is being reversed.
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- Next to the Reason field, click the magnifying glass icon.
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- Click Look Up.
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- Select the reason.
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- Click OK. The Reverse button will no longer display.
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- To return to the Charge Reversal page, click Return at the bottom of the page.
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- To process another charge reversal for this student, repeat Steps 8-14.
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- To process a charge reversal for another student, at the bottom of the page, click Return to Search.
Reversing a Payment
To reverse a payment,
- Log in to the Student Administration System.
- Click the NavBar icon in the top right-hand corner.
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- Click the Navigator button from the menu.
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- Navigate
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- to the Student Financials tab.
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- Select the Charges and Payments tab.
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- Click the Reversals tab.
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- Click the Reverse Payment
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- tab.
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- On
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- the Find an Existing Value page, click Search.
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- In the ID field, enter the appropriate ID.
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- To select an ID from the Lookup List, click the magnifying glass icon to the right of the field.
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- On the Lookup ID page, type the student’s name.
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Click Look Up. A list of IDs will display.
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Note You may need to click View All for all IDs to appear.
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- In
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- the Term field, type the 4-digit Term code.
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- Click Search.
- Identify the payment that needs to be reversed.
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Click Reverse.
Note Your security will limit what you can see on this page. A supervisor of the department must submit a security update with your login name and the name of the payment(s) by completing the Access Request Form for Departmental Administrators. https://its.uconn.edu/services/applications/student-administration/.
Under Service Area Forms, click https://web2.uconn.edu/eaa/sa/training/form.php#/intro
The Effective Date field should not be changed.
...
- In the Description field, enter a short detailed description of why the
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- payment is being reversed.
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- Next to the Reason field,
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- Click the magnifying glass icon
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- .
- Click Look Up
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- .
- Select the appropriate reason.
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- Click OK. The Reverse button will become inactive.
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- To process another
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- payment reversal for this student,
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- repeat Steps 7-15.
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- To process a
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- payment reversal for another student, at the bottom of the page, click Return to Search.
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