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Administrators can reverse charges and payments in the Student Administration System.
Reversing
...
Charges
- to
to the Student Administration System
. - Navigate to Student Financials.
- Select Charges and Payments.
- Click Reversals.
- Click Reverse Charge.
- In the ID field
.
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 the ID field, enter the appropriate ID or type the student’s first and last name.
- Click
Click Search.
- Click
Click Account Details
forfor 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. Do not change the Effective Date.
In
thethe Description
fieldfield, 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
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.
- Navigate to Student Financials.
- Select Charges and Payments.
- Click Reversals.
- Click Reverse Payment.
- On the Find an Existing Value page
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 page, 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
thethe Term
fieldfield, type the 4-digit Term code.
- Click
Click Search.
Identify the
payment thatpayment that needs to be reversed.
- Click
Click Reverse.
noteYour security
will limitlimits what you can see on this page. A supervisor of the department must
e-mail bursar@uconn.edu to requestsubmit a security update with your
logonlogin name and the name of the charge(s)
.The Effective Date field should not be changedby completing the Access Request Form for Departmental Administrators. Do not change the Effective Date.
In
thethe Description
fieldfield, enter a short detailed description of why the
payment ispayment is being reversed.
Next to the Reason field,
clickClick the magnifying glass icon
.
Click Look Up.
Select the appropriate reason.
- Click
Click OK.
TheThe Reverse button will become inactive.
To process another
payment reversalpayment reversal for this student,
repeatrepeat Steps 7-
1315.
To process a
payment reversalpayment reversal for another student, at the bottom of the page,
clickclick Return to Search.
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