Settlements Page

The Settlements page provides details of settlement transactions that have been applied to the selected student transaction in Anthology Student. The settlement transactions are displayed in Anthology Finance & HCM after the Run Student Settlements job is run for posted student transactions.

For more information on the Run Student Settlements batch job, see Periodic Tasks.

Roles and Privileges

CMC: Student accounting manager or CMC: Student accounting administrator

Access Method

  • Navigate to Student accounting > Student > Students, select a student, and select Transactions. Select a transaction and select the Settlements button.

    — OR —

  • Navigate to Student accounting > Student > Transactions, select a transaction, and select the Settlements button.

The following tables describe the page controls.

Tabs

Tab Description
Settlements Lists the settlements that have been applied to the selected transaction on the Student transactions page.

Fields

Field Description
Transaction type

The type of transaction:

  • Charge
  • Refund
  • Stipend
  • Disbursement
  • Payment
Date The date when the transaction was created in Anthology Student.
Amount The amount of the original transaction that needs to be settled.
Amount settled The amount applied to settle the transaction in Anthology Student.
Settlement date The date when the transaction was settled in Anthology Student.
Description

The description of the transaction.

Note: When integrated with Anthology Student, it is the description of the transaction sent from Anthology Student.
Check number The check number generated for the applied transaction in Anthology Student.
Transaction ID in Student The transaction ID in Anthology Student for the applied transaction.