Using Group Data Entries
- Former user (Deleted)
- Sarah Nguyen (Deactivated)
- Former user (Deleted)
Administrators can create group data entries in the Student Administration System.
Group Data Entries are used to add charges for a group of students like (i.e., Study Abroad airfare or health services).
Log in 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 Group Processing tab.
Select the Create Group Data Entries tab.
Click the Add a New Value tab.
Click Add.
From the Group Type drop-down list, select the appropriate Group Type charge description.
In the Origin ID field, enter the code if you know it.
Alternatively, click the magnifying glass icon to select the appropriate code.
Leave the Original Group ID field blank.
Select the Balance Group checkbox.
In the Control Totals frame, in the Control Total field, enter the total dollar amount of the batch you will be posting.
In the field to the right of USD, enter the number of transactions you will be entering.
Delete the 0 that populates this field by default.
Click Group Line Entry.
In the ID field, enter the appropriate ID.
In the Account Type field, click the magnifying glass icon to select the appropriate Account Description.
Enter the Item Type.
Alternatively, click the magnifying glass icon to select the appropriate Item Type.
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 payment(s) by completing the Access Request Form for Departmental Administrators.
In the Amount field, enter the amount to be charged.
In the Term field, enter the Term code.
In the Ref Nbr field, enter the description (e..g, parking fine ticket number).
In the Due Date field, enter the date the charge is due.
Add two weeks to today’s date so the student can be notified of the charge via email.
To add another transaction, click the plus sign. A new row will appear with the same data copied from the previous row, this time with a blank ID field.
If all of your data is the same, enter the next student’s ID.
Tab out of the field.
Continue to add rows until you have entered all of your transactions.
When you have added all of the transactions, click Save.
Verify that the Control Total field matches the Entered Total field.
Verify that the number of transactions matches.
At the top of the page, note the Group ID number that was assigned to this Group Post when you saved it.
Email the Billing Office at studentbilling@uconn.edu with the Group ID number so the transactions can be posted.
If you wish to save your Group Data Entry but do not yet want to have it posted,
Select Do Not Post from the Posting Action drop-down.
Click Save.
