This reference card explains the billing areas that send charges to the Customer Billing Management (CBM) and Bill Presentation system, as well as what the process for reconciling looks like. Includes charts to explain the fields on the forms.
This self-paced course explains when transactions feed in to CBM, the reconciliation timeline, how to navigate to CBM, how to modify current charges, and how to work with chartfield strings in CBM.
This self-paced course describes how billing areas use Bill Presentation to charge campus customers. It also covers how to use search parameters to run reports, how to understand and work with reports and how to view contact information for each billing area.
This self-paced course covers the steps you’ll need to take to gain access to GradStar and the different types of financial aid awards. You’ll learn how to view a student’s record in GradStar, mark a student as eligible to receive an award and enter multiple types of awards in the system.
This self-paced course explains the difference between deleting and inactivating a GradStar award. It also covers the steps you’ll need to take to change a student’s estimated billing units and funding percentage and how to split a student’s award between two departments.
This guide is used for the class called, Requesting Suppliers and Independent Contractors. This guide covers how to: request a new supplier and a new independent contractor request changes to how a supplier or independent contractor is set up work with foreign suppliers and wire transfers complete the New Independent Contractor Predetermination Process
This quick reference identifies the allowable debit and credit account pairings for the Billing campus journal type.
This quick reference provides the chartfields available to select for each campus journal type, such as a Billing journal type, Correcting journal type, and so on.