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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.
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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
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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.
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Your 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.
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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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Do not change the Effective Date.
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.
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The Reverse button will no longer display.
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To return to
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the Charge Reversal
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page,
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click Return at the bottom of the page.
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To process another charge reversal for this student, repeat
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Steps 8-14.
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To process a charge reversal for another student, at the bottom of the page,
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click 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.
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Click the Reversals tab.
...
Click the Reverse Payment
...
tab.
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On
...
the Find an Existing Value
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page, click Search.
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In
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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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You may need to click
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View All
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for all IDs to appear.
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In
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the Term
...
field, type the 4-digit Term code.
...
Click Search.
Identify the payment that needs to be reversed.
...
Click Reverse.
...
Your 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.
...
Do 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 Look Up.
Select the appropriate reason.
...
Click OK.
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The Reverse button will become inactive.
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To process another
...
payment reversal for this student,
...
repeat Steps 7-15.
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To process a
...
payment reversal for another student, at the bottom of the page,
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click Return to Search.
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