Viewing Customer Accounts - University of California, Berkeley



Viewing Customer AccountsPATH: Main Menu > Student Financials > View Customer AccountsThis document will cover how to view a student’s account in Campus Solutions. Please note:A student’s account is only viewable once a charge or credit transaction has been posted.As of Fall 2016, tuition and fees are calculated under these conditions:tuition is ready to be calculated (after the UC Regents meet and approve the fee amounts)the student has enrolled in at least 1 unita student changes enrollment by dropping or adding a classIn the previous system, due dates fell on the 15th of a month. Due dates in Campus Solutions are dynamic and can fall on any day of the month.Log into Campus Solutions.Using either the Classic Menu or the Navigator icon, navigate to Main Menu > Student Financials > View Customer Accounts. 484505965204845059652000Customer Accounts search page is displayed.Enter or choose “UCB01” for the Business Unit. 45021595250450215-66738500The Customer Accounts search page displays.Enter the Sstudent’s ID. Click the Search button or press the Enter key. (To preserve privacy, no IDs or names will be displayed in this document.)12693873500The Customer Accounts page is displaysed. At the top of the page, the Total balance and and Anticipated Aid showare displayed. 1623060134620Anticipated Aid is aid that which has been awarded but not yet disbursed to the account.Below tThe Account Type of ALLFEES is displayedlisted. Account Types are used to classify charges in Customer Accounts. ALLFEES is the most common Account Type used.In this example, the Account Type ALLFEES shows the total remaining balanceWe can also see Tthe remaining Balance by for each term is shown. In this example, the fees are all from the Spring term..181356085153512827010414040200194603753707104187537012262342554800552157Click on the Account Details link to view the transactions in the account typefor this term.12954066675004020080205-1840523487778Click on View All to see all transactions. 11430045720Click Item Details for a specific line item, to view its details, including: When the item was posted to the accountDue Date for charge transactionsPayments which have been applied to chargesThis is the most detailed data for a transaction.-184086548704500Click on View All to see all transactions. 2286046990003433982501For charge items, the Item Amount total is displayed at the top of the page. The Applied Amount is represents the credits applied against the charge.The Line Details group box shows multiple lines for the transaction and theincluding relevant dates.Payments paying this Charge shows the credit items that were applied to the charge. -24765010737851219207620000-17145018567401752600679450If the transaction is a credit, Payment Line Details displays.1581150829945143637014414517526004260851752600944245Account Split for Payment displays to what accounts the payment has been applied.1581150417830Details identifies the relevant dates for the transaction; Posted, Effective, Billed, Due and GL Posted.Charges the Financial Aid paid lists the charge transactions paid by this credit.Click Return twice to return to the Customer Accounts page.12192024130845457195580At the bottom of the Customer Accounts page is a group box labeled Additional IInformation.Click the Detail Transactions link.1676402355850914407556500The Item Description tab displays each transaction by Item Number. Item numbers are “counters” generated as transactions postare posted.If the transaction is a payment, a Payment ID is displayed. The Item Detail tab displays relevant dates for the transaction as well as identifying the action used to post it.Clicking on any of the column headings allows sorting by that field.Click Return to go back.91440565159144026669989263619941693420480060The Item Detail tab displays relevant dates for the transaction as well as identifying the action used to post it.Clicking on any of the column headings sorts by that field.Click Return to go back.039370511628512899Click on the Item Summary link. 14554201981200003810100The Item Summary page has three tabs and is organized by Item Type. Item Typs are codes created in Student Financials which describe the transaction. They also define the General Ledger accounts to which the transactions will be posted.The Item Description tab shows each Item Type along with the Term and Item Amount. 106680457201066802068188033662186210541016510944880113855500The Item Due Date tab displays the Item Type description and Due Date for charge transactions. For credits, no date is displayed.54863954991000-13937000If a refund has been processed, a Refund Number will display. The Refund Number is another “counter” to differentiate transactions.Note: A refund is not a “reimbursement”, it is funds disbursed to the student. Click Return to get back to Customer Accounts.-32004021780500Click on the Items by Term link.29184601739900003873500Items By Term displays transactions by term. (semester). To change terms, use the arrows in the upper right.Balances owed for each Item Type are shown in the far right column.1295408826500Click the Return link to go back to Customer Accounts.Then click on the Items by Date link.428243922225000-13937000At the top of the page there are 4 date search options: Posted Date, Effective Date, Billing Date, or Due Date. The default is Posted Date. Enter a date range in the From Date and To Date fields.Click on the Search button.Negative numbers are credits; positive numbers are charges.The Total column shows a running total of the transactions. 08445500Click on Return at the bottom of the page.Then, click the Due Charges link.60960384175000450850015354307620001535430731520The By Due Date section of the page displays the total of transactions by Due Date. With multiple due dates, the Total Due shows a running total.11429976200001489710207010By Item shows the Item Types and their Due Dates along with a running total on the far right.Click the Return link to return to the Customer Accounts page.03937000If the student is enrolled in a payment plan, click on the Payment Plans link to view details.1066803365500Click the Return link to go back to Customer Accounts.-3048010998200004000500Click the View Anticipated Aid link.03619500Anticipated Aid Details is a preview of awards. Date is when the aid became anticipated. Apply Date is when the aid is expected to disburse. Expire Date is when the aid will expire. If the aid expires, it does not disappear from the student’s awards. Click Return to go back to Customer Accounts.121285330200Click the Return to Search button to search for another student. Or click the Actions List icon to exit Campus Solutions.990602730500Click Item Details for a specific line item, to view its details, including: Wwhen the item was posted to the accountDue Date for charge transactionsPpayments which have been applied to charges-996550898If the transaction is a credit, Payment Line Details displays.Account Split for Payment displays to what accounts the payment has been applied.Details identifies the relevant dates for the transaction; Posted, Effective, Billed, Due and GL Posted.Charges the Financial Aid paid lists the charge transactions paid by this credit.Click Return twice to return to the Customer Accounts page.14732040005On the Customer Accounts page there are six links at the bottom of the page.Note: If the student has Anticipated Aid, an additional link will be shown.42789115375Click on the Detail Trans link.The Item Description tab displays each transaction by Item Numbebr. Item numbers are generated as transactions are posted.1699260-588010The Item Detail tab displays relevant dates for the transaction as well as identifying the action used to post it.Clicking on any of the column headings allows sorting by that field.Click Return to go back to the Customer Accounts page.25205132959Click on the Item Summary link. -10258-144780The Item Summary page has three tabs and is organized by Item Type. Item Types are transaction codes. The Item Description tab shows each Item Type along with the Tterm and Item Amount. If If the Item Type is a credit, a Payment ID Nbr is displayed.The Item Due Date tab displays the Item Type description and Due Date for charge transactions. For credits, no date is displayed.If a refund has been processed, the a Refund Number will be displayed. Click Return to get back to Customer Accounts.425456398848260221468541222744470Click on the Items by Term link.54512508982533943420175Next, click on the Item by Terms link2319535284258614.0014.2634014322931900This shows items by current term, with sortable columns, posted dates for fees assessed (15a), and posted dates for credits to the student’s account (15b). Balances owed on fees assessed are shown in the far right column (15c). Click the Return link to go back to the Customer Accounts page.36928152449-123594303743616.0016.2619092926426004505210171496215c.0015c.-323330258779815b.0015b.-422852178342715a.0015a.4549154167032000126130242229012919916872410Explore Items by Date by clicking on its link. 36928385882900130216469717.0017.3209730257468100You can sort by Posted Date, Effective Date, Billing Date, or Due Date. The default is Posted Date.Negative numbers are awards; positive numbers are fees assessed.The Amount and Total columns shows a running total adding awards and subtracting fees assessed. 1284785725-159076280664819.0019.368626275195300341261091450318.0018.3540194135975700Click the Return link to return the main Customer Accounts page.3048072243Next, click on Due Charges. 2316394195919820.0020.2654317234265200145288015093950153606579502021a.0021a.Here you view the fees assessed that are due to be paid (21a) and a breakdown by item (21b).Click the Return link to return to the Customer Accounts page. 3106692319-122434226461322.0022.409815210116400-145792145878421b.0021b.418053168103400409814914915003062760960Next, click the View Anticipated Aid link.3389522208867723.0023.3718155247296000The Anticipated Aid page shows the date upcoming awards will be distributed. Because we chose to View All, all three awards are showing simultaneously.499608304518525.0025.25681291219714002592602188723724.0024.Click the Return link to return the Customer Accounts main page.261534-25691800Click the Return to Search button (26a), to search for another student, or click the Sign Out (26b) link to exit your Campus Solutions session.-321526249863026a.0026a.39785054062726b.0026b.4130270448472002066153-20831300188214015049500Support:For questions or assistance, please contact SIS Support.Call 510-664-9000 (press option 6 to reach SIS support)Email: HYPERLINK "mailto:sishelp@berkeley.edu" sishelp@berkeley.edu Submit a ticket: HYPERLINK "" Call HYPERLINK "tel:510-664-9000" \t "_blank" 510-664-9000 (press option 6 to reach SIS support)Email: HYPERLINK "mailto:sishelp@berkeley.edu" sishelp@berkeley.eduSubmit a ticket: HYPERLINK "" \t "_blank" ? HYPERLINK "" \t "_blank" job aids and videos, visit HYPERLINK ":\\Users\\jguastavino\\Desktop\\GL_6\\sis.berkeley.edu" sis.berkeley.edu ................
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