SF-1002B View Student Financial Account Detail and Summary Information in the Student Center

Begin by navigating to the Student Services Center (Student) page.


In the Account Summary section of the page, click the green view student account button to access the Customer Accounts page.


Click the Account Details link beside the Term for which you would like to view details and transactions.


Click the Account Details link.

To return to the Customer Accounts page click the Return link.

To return to the Customer Accounts page click the Return link.

Use the Student Services Ctr (Student) link in the navigation bar at the top of the page to return to the Student Services Center main page.


Enter the ID (Person Number) of the student.


Enter the desired information into the ID field. Enter "TRN00300".

Use the Student Services Center page to have an administrative detailed view of the financial account detail and summary information found in the Student Center.

Use the Customer Accounts page to view the detail of the student's posted financial transactions by Term.

Use the Account Details page to view the list of debits and credits that make up the account balance for that Term.  You may need to click the View All link in the blue banner to see all of the transactions.

To view details for an Item click the Item Details link.


Click the Item Details link.

To return to the Account Details page click the Return link.

Use the Item Details page to view details such as the Item Type, Billed date, Due date, the day the transaction was sent to the General Ledger (GL Posted), and what payment(s) paid the item or were paid by the item in the case of a credit.

The links at the bottom of the Customer Accounts page allow you to view transactions by Term or by Date.

On the Item Summary page you can sort the transactions by the column headers by clicking on the underlined column header name such Term.  

SF-1002B View Student Financial Account Detail and Summary Information in the Student Center

You have successfully viewed student financial account detail and summary information in the Student Center.

Enter the ID (Person Number) of the student.


Enter the desired information into the ID field. Enter a valid value e.g. "TRN00300".

Click the Campus Community link.
Click the Student Services Ctr (Student) link.
Click the Search button.
Click the Finances tab.
Click the View Student Account button.
Click the Account Details link.
Click the Return link.
Click the Item Summary link.
Click the Return link.
Click the Student Services Ctr (Student) link.
Enter the desired information into the ID field. Enter
a valid value
e.g.
"TRN00300"
.
Click the Item Details link.
Click the Return link.