About AR control

Accounts receivable (AR) control allows high-level configuration related to functions surrounding balances due to the institution and how student billing statements are presented.

Prerequisites

• None.

Required permissions

Adjust AR control

1. Go to Financials > AR Control.

   • Billing Semester: This semester is the default semester for online payments and default semester when posting a batch if a semester is not selected or tied to the transaction to post. It can also be the end semester selected by default on a student statement depending on your billing statement configuration.

   • Site Name: The institution to display on reports.

   • Site Address 1: The institution's address to display on reports.

   • Site Address 2: An extension of an institution's address to display on reports.

   • Site City: The institution's city to display on reports. 

   • Site State: The institution's state to display on reports.

   • Site Zip: The institution's zip code to display on reports. 

   • Balance Forward Date: The date that will be considered for the forward balance. Charges before this date will be grouped as the balance forward on student ledgers and in financial reports.

   • Due Date: Date on the billing statement to indicate when payment is due.

   • A/R Discrepancy From Date: Not in use.

   • A/R Discrepancy To Date: Not in use.

   • Sequence Number: Read Only. Next available invoice number. Auto populated by Campus Cafe.

   • Revenue Amount Number: Not in use.

   • 50% Flag: Not in use.

   • Statement Message 1: Text to display on the printed billing statement.

   • Statement Message 2: Additional text to display on the printed billing statement.

   • Web Comment: Text to display on the web student billing statement.

2. Click Save.

3. Go to Admin > Refresh Data Cache.