Hi,
I am working to assign terms to all student account transaction so that our aging report is more accurate and I have ran into an issue. Student 660002342 has transaction for Spring 2018 but there is no 2017-2018 in the dropdown menu to be able to choose Spring. Please let me know what I need to do the correct this
Thank you,
Status:
Answered
The billing period didnt exist. This is typically done automatically as billing is done, but since this is an old one, done before the initial import, it wasn't. If you don't see it on the list, go back, and select the term on the student (as seen below). Simply by selecting it there, it will create those billing periods for you for this student, and you will then be able to add transactions to it.
Senior Software Developer
Global Ministry Center - Church of the Nazarene
Hi Kendra,
I had already tried that and the students name does not appear on the Spring 2018 list.
Thank you,
Student Accounts/Financial Aid
Nazarene Theological Seminary
Kansas City (USA)
I was talking about updating them from the student page, under all transactions, clicking the update button next to each transaction. It does work there.
Senior Software Developer
Global Ministry Center - Church of the Nazarene
Hi Kendra,
Thank you for the clarification. I thought the example you provided was within the aging report. I have now got the student corrected.
Thank you again
Student Accounts/Financial Aid
Nazarene Theological Seminary
Kansas City (USA)