Using the Data Slicer to handle student billing tasks

In this article, you'll learn how to use the Data Slicer in Academics > Reporting to perform certain billing tasks for groups of students. You can use it to:

• Add charges and credits
• Add, remove, or replace tuition schedules (default and by-term)
• Add or remove refund policies for a particular term
• Apply a payment plan
• Generate enrollment agreements

In order to use the Data Slicer and its financial functions, you'll need either the Academic Admin, Academic Auditor, or Registrar user role in addition to the Financial Admin role.

First, run a report

Use the Data Slicer Filter tool to run a report. This will bring up the group of students for whom you wish to make billing-related updates. Keep in mind that any changes you make—new charges, changes to tuition schedules—will affect every student you find in the report!

There are four kinds of information you can find in the filter:

• People: Information found on the Profile > Info view (contact info, maiden name, etc.).
• Academic: Anything that figures into the information you can find on the Profile > Student view—transcript items, degrees, programs, etc. It will not retrieve course-specific items like individual assignment grades.
• Financial: Basic student billing-related items like current balance, expected financial aid, pending charges, etc.
• Custom: Information contained in any custom person, admissions, or student field.

Next, click Actions

The Actions menu gives you a number of options—emailing the students, exporting, and so on. The financial actions are:

• Manage tuition schedules
• Manage refund policies
• Apply charge/credit
• Apply payment plan
• Generate enrollment agreements

Manage Tuition Schedules

The Manage... function lets you add, remove, or replace a term or default tuition schedule for the students in your report.

1. Select whether you wish to Add, Remove, or Replace a tuition schedule.
2. Select if you'd like your changes to affect the Term schedule or the Default schedule.
3. If you're changing a term schedule, select the Term you wish to change.
4. Finally, select the schedule you'd like to change.
5. When you're done, click Save.

Once you save, here's what happens:

• Invoiced charges will not be affected. The changes you make using Manage... only affect pending charges or charges you'll make in the future.
• Add/Term: new pending tuition charges will be added to that student for any courses that are linked to that schedule; additionally, any fees triggered by a tuition schedule fee rule will also be added as pending charges.
• Remove/Term: any pending charges—whether tuition or fees—related to that tuition schedule will be deleted for that term. If a student in your report does not have any such pending charges, he will not be affected.
• Replace/Term: any pending charges related to the replaced schedule will be deleted, and new pending charges related to the new schedule will be added.
• Add, Remove, or Replace/Default: simply adds or removes the default tuition schedule. It does not affect any term charges.

Manage Refund Policies

This lets you add, remove, or replace refund policies for the students returned in your report.

1. Choose whether to Add, Remove, or Replace refund policies.
2. Pick the term from the drop-down.
3. Select the refund policy.
4. When you're done, click Save.

Apply Charge/Credit

Applying a charge or credit works much the same as it does on the student's Profile > Financial view.

1. Pick an academic term from the drop-down.
2. Select the type—is this a fee, tuition charge, or for rooming or meals?
3. Select an individual charge—for example, the Registration Fee.
4. Enter or modify the description of the charge.
5. Enter the amount (for a credit, simply enter a negative amount).
6. When you're done, click Save.

Once you Save, the charge or credit becomes a pending item. You can view and/or invoice these on the student's Profile > Financial > By Term screen, or on the Financial > Billing > Pending Charges report.

Apply Payment Plan

Have a look at this article to learn how to apply payment plans to the students returned in your report.

Generate Enrollment Agreements

This article describes how to generate enrollment agreements for the students returned in your report.