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1098T Cleanup Tool Maximum Records Displayed Select this option and specify the maximum number of records to be extracted from the database and displayed in the grid of the 1098-T Cleanup Tool. You can specify up to 6 digits. The default is 100000. The ability to gather a larger number of records is dependent on system resources.
1098T Form B Report Chunk Size Select this option to specify the number of students to be included in print jobs for 1098-T Form B Reports. The purpose of dividing large print jobs into chunks is so that the chunks can render within the SSRS Rendering limit without timing out. The recommended value range is up to 10,000. The ability to print a larger number of records is dependent on system resources.
1098T Form C Report Chunk Size Select this option to specify the number of students to be included in print jobs for 1098-T Form C Reports. The purpose of dividing large print jobs into chunks is so that the chunks can render within the SSRS Rendering limit without timing out. The recommended value range is up to 10,000. The ability to print a larger number of records is dependent on system resources.
1098T Print Group Insert Chunk Size Select this option and specify the chunk size for a 1098-T print group. You can specify up to 6 digits. Recommended value range is up to 100,000. The ability to insert at one time a larger number of records is dependent on system resources.
1098T Secondary Year Box 1 Select this option and specify the first year your institution used Box 1 reporting on the 1098-T forms.
1098T Statement Report Chunk Size Select this option to specify the number of students to be included in print jobs for 1098-T Substitute Statement Reports. The purpose of dividing large print jobs into chunks is so that the chunks can render within the SSRS Rendering limit without timing out. The recommended value range is up to 10,000. The ability to print a larger number of records is dependent on system resources.
1098T Summary Report Chunk Size Select this option to specify the number of students to be included in print jobs for 1098-T Summary Reports. The purpose of dividing large print jobs into chunks is so that the chunks can render within the SSRS Rendering limit without timing out. The recommended value range is up to 999,999. The ability to print a larger number of records is dependent on system resources.
Apply Payment Flag Specify whether you want the system to apply a payment to outstanding charges. Select No if you can elect to apply a payment at the time of the transaction. By default, the value is set to Yes.
Display Merchant Processing Code Enter 1 to show or 0 to hide the Merchant Processing Code field when viewing Payment Transaction Detail through the student’s ledger card. Merchant Processing Code is a unique reference code assigned to a payment by a vendor which can only be updated through the database.
Enable Check Number Field
Specify whether you want to enable the check number field on adjustments for refunds.
Enable Subsidiaries Specify whether you want to enable subsidiaries.
Subsidiary ledgers are used to bill services not reflected in the student ledger card, for example, housing, meal plans, parking fees, and so on.
By default, the value is set to Yes.
First Month Percentage Earning Specify whether you want to earn a percentage of the total tuition charges in the first month of earning. By default, the value for this field is set to No.
GL Account Number Format Specify the format of your general ledger (G/L) account numbers.
Use # to represent digits and insert hyphens as required to separate segments of the number.
The maximum length for the G/L account number is 30 characters including digits and punctuation.
GL Accounting System
Select an accounting system to integrate with Anthology Student.
The options are Great Plains, Other, and Anthology Finance & HCM.
GL Batch Number
Specify the number to be incremented for each new general ledger (G/L) batch.
GL Release Type
Specify the type of transaction that is to be delivered to the accounting package.
The options are Detail and Summary. Student Number is used as the unique identifier when the type is set to Detail. The student number is released as unique identifier only if the GL Account System integrated with Great Plains. The unique identifier can be seen in Great Plains through the Trial Balance report under Reports for Financial Trial Balance. The unique identifier (Student Number) can be seen in the Distribution Reference column of the report.
Integrate with GP
Specify whether you want the system to share data with Great Plains (GP). The system validates GP account numbers, passes transactions to GP, and retrieves data from GP for the system reports.
Select N/A if Great Plains is not installed.
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Integrate with Great Plains Bank Rec
Specify whether you want to integrate the system checks and deposits with the Great Plains (GP) process for bank reconciliation.
Select Yes to include GP Checkbook and GP Check number columns in the Process Refunds/Stipends Checks.
Select N/A if Great Plains is not installed.
PayPal Credit Card Batch Timeout Indicate the number of seconds to wait for the credit card batch to process.
Post FA Disbursements Timeout
Indicate the number of seconds to wait for the post FA disbursements to process.
Post Payments to Enrollment Campus
Specify whether you want to associate payments with the student's enrollment campus irrespective of where payment has been made.
Post Pending Charge Timeout
Indicate the number of seconds to wait for the post pending charges process.
Posting Deposits to Campus Specify the campus to which you want to post admissions deposits.
The options are To Any Campus or To Current (Signed-in) Campus.
Posting Transactions to Campus Specify the campus to which you want to post student ledger card transactions.
The options are:
To Any Campus
To Current (Signed-in) Campus
Print Receipt Flag
Specify whether you want the system to print a receipt for payments received.
By default, the value is set to Yes.
You can override the default at the time of the payment transaction.
Refund Calculation Date Specify the date you want to be used as the effective date when calculating refunds.
The options are 'Drop Date' and 'Last Date Attended'.
Require Term Codes Specify whether you want to enter require terms when posting charges and adjustments. This option applies system-wide to all charges/adjustments. When posting certain transactions, a term code may not be relevant. The Required Term Code Override allows an override on each transaction code.
Revenue - Prevent Post Attendance
Specify whether you want to restrict the posting/editing of attendance to prior to or equal to the Last Earned Date. This system-level configuration allows posting/editing to be turned on and off for "Earn by Attended Hours Program Versions".
Revenue Reference Number Specify the number to be used as a reference with revenue recognition transactions.
Once a month someone will run a revenue recognition calculation that creates general ledger transactions.
This number will be incremented each month and assigned to the transactions.
Revenue Report Type Specify the Revenue report type you want to have printed when the revenue calculation is performed. The options are Revenue Detail Report and Revenue Summary Report.
Stipends - Limit Amount Specify whether you want to prevent the stipend amount scheduled from exceeding the amount packaged for the specified fund source.
Stipends - Prevent Posting Specify whether you want to prevent the issuing of stipend disbursements when funding has not been received.
You can allow stipends to be posted and issued to the student before the funding is received on the ledger card.
By default, the value is set to Yes.
Stipends - Prevent Scheduling
Specify whether you want to prevent scheduling of stipends when the institutional charges are greater than the amount packaged. You can allow stipends to be scheduled when the institutional charges exceed the amount packaged. By default, the value is set to Yes.
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