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Administrators can reverse charges and payments in the Student Administration System.
Reversing
...
Charges
- to
to the Student Administration System.
Click the NavBar icon in the top right-hand corner.
Click the Navigator button from the menu.
Navigate to the Student Financials tab.
Select the Charges and Payments tab.
Click the Reversals tab.
Click the Reverse Charge tab.
In
thethe ID
fieldfield, enter the appropriate ID or type the student’s first and last name.
Click Search.
- Click
Click Account Details for the Account Type and Term that contains the charge you wish to reverse.
Identify the charge that needs to be reversed.
- Click
Click Reverse.
noteYour security
limits 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.
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 fieldDo not change the Effective Date.
In the Description field, enter a short detailed description of why the charge is being reversed.
Next to the Reason field, click the magnifying glass icon.
- Click
Click Look Up.
Select the reason.
- Click
Click OK.
TheThe Reverse button will no longer display.
To return to
thethe Charge Reversal
pagepage,
clickclick Return at the bottom of the page.
To process another charge reversal for this student, repeat
StepsSteps 8-14.
To process a charge reversal for another student, at the bottom of the page,
clickclick Return to Search.
Reversing a Payment
...
- to
to the Student Administration System.
Click the NavBar icon in the top right-hand corner.
Click the Navigator button from the menu.
Navigate to the Student Financials tab.
Select the Charges and Payments tab.
Click the Reversals tab.
Click the Reverse Payment tab.
On the Find an Existing Value
pagepage, click Search.
In
thethe ID
fieldfield, enter the appropriate ID.
To select an ID from the Lookup List, click the magnifying glass icon to the right of the field.
On the Lookup ID page, type the student’s name.
- Click
Click Look Up. A list of IDs will display.
Note You may need to click
View All
forfor all IDs to appear.
In the Term
fieldfield, type the 4-digit Term code.
Click Search.
Identify the payment that needs to be reversed.
- Click
Click Reverse.
noteYour security
limits 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.
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 fieldDo not change the Effective Date.
In the Description field, enter a short detailed description of why the payment is being reversed.
Next to the Reason field,
Click the magnifying glass icon.
- Click
Click Look Up.
Select the appropriate reason.
Click OK.
TheThe Reverse button will become inactive.
To process another payment reversal for this student, repeat Steps 7-15.
To process a payment reversal for another student, at the bottom of the page,
clickclick Return to Search.
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