Job Aid - Student Financials

Study Agreements

This job aid for staff and is used to place Study Agreements on a student record so that tuition may be calculated correctly. Study agreement codes are commonly used to represent study abroad, exchange, and visiting programs.

View a Student's Account in Campus Solutions

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This job aid instructs staff members on the process to view a student's account in Campus Solutions

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There are some important points to bear in mind as you view a student’s account in Campus Solutions.

A student’s record is only viewable once a charge or credit exists on it. Tuition and fees is only calculated under two conditions: tuition is ready to be calculated (...

SIR Deposit: Viewing if Paid or Not Paid

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This guide will provide staff with the steps to view if the SIR deposit in Campus Solutions has been paid or not. It’s important to note that the SIR deposit in Campus Solutions behaves as a credit on the student account. In other words, the SIR deposit is not a charge as it is in the old system, CARS.

The following steps show how to determine whether or not students have made their SIR deposit payment. The menu options displayed in this step-by-step guide may vary from yours depending on your security access and functions.

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Setting Up SACR Defaults for Student Financials

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This job aid will instruct staff on how to set up Student Administrative Contributable Relations defaults for Student Financials.

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When you log into Campus Solutions for the first time, you may want to set certain defaults, to avoid having to constantly enter certain variables that will always be the same (such as Financial Aid Year). Setting a Student Administrative Contributable Relations (SACR)-level default...

Revising Posted Award Entry

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This job aid will cover the process of revising a batch entry that has already been approved and posted by making a copy of the entry and then updating the copy.

There are many revisions you can make to an award, but the two most common revisions are: changing the amount a student receives and/or changing the funding source.

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PATH: Main Menu > CAL Components > Financial Aid > Award Entry...

How to View Payments

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This job aid instructs staff members on the process of viewing payments.

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The View Payments component displays all payments, financial aid, waivers, deposits and write-offs posted to a Customer Account. Additionally, there are tabs which show the how the payments were allocated and any reference numbers posted in the transaction.

Navigate to the View Payments page. Main Menu > Student...

How to View Returned SIR Deposit

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The purpose of this job aid is to provide staff with the steps to view if the SIR deposit payment has been ‘returned’ in Campus Solutions

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Follow the steps below to verify if a SIR deposit payment has returned. The menu options displayed in this step-by-step guide may vary from yours depending on your security access and functions.

From the Main Menu, navigate to: Student Financials...