Campus Solutions 9.0: Managing Payments through Student Financials

In addition to defining what a item type tree is used for, the participant updates a tree, item types and item type groups and then modifies the payment allocation rules to apply charges correctly using payment applier and payment shuffle. Participants learn the different payment process methods and complete activities on how to post student, payment batch, financial aid, ePayment and Cashiering.

A demonstration of how to set up a cashier’s office and accept payment including credit card for student and/or corporate accounts is followed by setting up external file layouts and importing external batch files. Financial Aid awarding and disbursement rules are discussed to understand how payment ultimately gets posted to the student account. Additionally, participants create a Payment Plan and Third Party contract as well as link the student to the contract using Mass Selection and/or linking students individually to the contract. ePayment setup and process for the traditional-integrated and hosted model is discussed in depth and a demonstration is offered on how to make a payment using the hosted model.

Learn To:

• Update Item Type Tree, Item Type and Item Type Group
• Disburse and Post Financial Aid
• Post payment using Cashiering Office
• Create and Manage Payment Plans
• Import and Post External File
• Process ePayment using Host and Tradition Integrated model

Audience

• Functional Implementer
• Project Manager
• End Users

Course Topics Understanding Item Tree, Item Type and Item Type Group

• Setting up Item Type Tree
• Setting up Payment Allocation and Restriction on Item Types
• Item Type Groups

Creating and Using Payment Application Rules

• Setting up of Charge Priority rules
• Setting up of Payment Overall Priority Rules
• Payment Applier
• Payment Shuffle

Describe Payment Processes

• Post Student Payments
• Group post
• Financial Aid
• ePayment Process
• Cashier

Setting Up SF Cashiering and Processing Credit Card through Cashiering

• Describing Cashiering Business Process
• Setting up SF Cashiering
• Opening Cashier Office
• Processing Payment Through Cashiering office
• Review E-Payment Transaction Log
• Processing Interim Deposit
• Closing a Cashier Office
• Running Reports

Setup and Process Payment through Batch Processes and External File Load

• Setting up Group Post requirement
• Processing Payments through Group Post
• Posting Group Post
• Setting up External File Layouts
• Entering External Batch File

Understanding how Financial Aid Payments get applied to a Student Account

• Setting up Financial Aid Disbursement rules for Disbursing and Posting to Student Financials
• Processing Financial Aid
• Posting Financial Aid Batch

Setting up and Process Payment Plan Payments

• Understanding Payment Plans
• Setting up of Payment Plan Contracts
• Setting up of Defer Contract
• Setting up of Third Par
• Linking Students to Payment Plan Contracts
• Methods of Applying Payment

Setting up and Process ePayments via Traditional and Hosted Method

• ePayment Initial setup
• Setting up for Self Service ePayment
• Setting up ePayment using Traditional Model - Integration Broker
• Processing Self Service ePayment Transactions using Traditional Model- Integration Broker
• Setting up ePayment using Hosted Payment
• Testing ePayment and Hosted Payment transaction
• Processing Self Service ePayment Transactions using Hosted Payment Model

Perform Refunds and Cancellation of Transaction

• Processing Refunds for ePayments
• Viewing and Canceling Self Service Credit Card Transactions
• SF CVV Purge

Course Objectives

• Setup and Process Cashiering Payment
• Describe Payment Processes
• Setup and Process Payment through Batch Processes
• Setup and Linking Students to Payment Plans, Defer Payment and Third Party Contracts
• Setup and Process ePayments
• Processing e-Payment Refunds and Cancellation of Transaction
• Financial Aid Payments
• Understanding Item Tree, Item Type and Item Type Group
• Understanding and Creating Payment Application Rules