How to Post a Transaction

Guide steps on how to manually post individual transactions onto a student ledger.

1. Go to the student ledger you are wanting to post a transaction for and select Add Transaction in the top right-hand corner. 

   

2. Enter the following information into the template:

   1. Posting Date - The date you want the transaction to post 
   2. Choose Actual or Anticipated
      1. Actual -  for transactions that have occurred
      2. Anticipated -  for anticipated funding or charges 
   3. Term - Choose the term the transaction should be associated with
   4. Lead Starts/Program - Choose the program the student is enrolled in (or the program they were enrolled in when the transaction took place)
   5. Transaction Type - Select from Title IV or Non-Title IV drop down lists
      1. Title IV = Transactions that can apply toward Title IV funds
      2. Non-Title IV - Transactions that cannot apply toward Title IV funds 
   6. Enter the Debit or Credit amount
      1. Debit - Will post as a CHARGE on the ledger (increases the balance the student owes)
      2. Credit - Will post as a PAYMENT on the ledger (decreases the balance the student owes)
   7. Description - optional 

3. Click Save. 

   

4. The transaction now appears on the student ledger

   

5. To learn how to remove a transaction click here

6. To learn how to Void a transaction click here