Link Payment to Scheduled Disbursement

Use the Link Payments to Scheduled Disbursement page to link a payment to a scheduled disbursement for an academic year. Payments that are not linked are typically found after conversions when fund source accounts are reconciled or past due and expected cash flow reports are reviewed.

Prerequisites

Authorizations:

  • Common - Processes - View

  • Financial Aid – Processes – Link Payment To Scheduled Disbursement

Access

Processes > Financial Aid > Link Payment to Scheduled Disbursement

Link Payments

  1. Specify the following values.

    StudentClosed The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link, and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization.

    Ledger Payments From and ToClosed The range of dates where the payment occurred.

     

    The Program Version field will be populated once the student is selected,

  2. Select Apply Filters.Anthology Student displays the payments that are not linked to a scheduled disbursement. Stipends or voided payments are excluded.

  3. Review the payments. Payments that are not linked have an empty field in the Linked Fund Source column.

    Academic YearClosed Specifies the sequence in the academic year. For Program Versions, this column is displayed only if the billing method selected has a billing frequency of Academic Year.

    AmountClosed The dollar amount associated with the record.

    Award YearClosed The financial aid award year associated with the record.

    CampusClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

    Check NumberClosed The check number and, if applicable, reference number used for the transaction. This is displayed only if you select Check as the Payment Method.

    Date Closed The date when the payment was made.

    DescriptionClosed The description of the payment.

    Linked Fund SourceClosed Displays a list of all scheduled disbursements for the student not associated with payments in the student ledger that also have an amount of not more than $5.00 greater than the payment amount.

    Reference Closed A reference value associated with the record.

  4. Select the Linked Fund Source field for a payment record.

    Anthology Student displays all scheduled disbursements not associated with payments that have an amount of more than $5.00 greater than the amount of the payment.

  5. Select the scheduled disbursement you want to link to the payment.

  6. Save your changes.

Anthology Student:

  • Links the payment to the scheduled disbursement (The linked disbursement is displayed in the student ledger, in paid disbursements for the fund source, and when you generate Financial Aid and Student Accounts reports for the fund source.)

  • Removes the record from the list (Any payments that are not linked remain on the list.)