Disbursement Notices - Imported Accounts


Disbursement Notices - Imported Accounts Screen Sample

Export File Formats

Exports Functions Overview

Description

This function is used to Print Disbursement Notices. See items below for details:

·        Get Disbursements

·        Print Notices

·        Mark as Printed/Released

·        Unprinted Only

Get Disbursements

Select the Batch file of Import Customer and Account Records from the drop-down box. Click on the Get Disbursements button and the screen will be refreshed (see sample below) showing the Customers and associated Accounts from the selected Batch.

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Print Notices

Select the desired letter from Administration/Letters and Forms from the drop-down box.

Select the Customer by click on the check box, click on the Print Notices button and a Report will be displayed (see sample below). You can then print the Report and you can Mark as Printed.

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Mark as Printed/Released

After printing selected notice(s), this update function must occur to record the Customers MAIL history record.  Additionally, the mail will be released to BWA for online viewing. For paperless accounts, an email notification will be sent.

Click on the Unprinted Only check box and the screen will be refreshed (see sample below) removing the checkbox for items that have been printed.

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Disbursement Notices - Imported Accounts Screen Sample

 

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Get Disbursements Screen Sample

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Print Notices Report Sample

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Mark as Printed Screen Sample

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Unprinted Only Screen Sample

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