TMS with Balance List

Description:

Lists all students that have a TMS account and a balance after their budget. This list is used to identify students that will need to adjust their TMS budget or pay the outstanding balance. Stickers are placed on the bill to alert the student that a changed needs to be made.

Timing:

Before October and February billing .

Run by:

Senior Accountant/Analyst

File:

X.AR.SUMMARY.MAST

Fields:

Student ID
Student Name
Student Bill Code
AR Student Type
Current Student Balance
07/FA Plan Balance
07/FA Balance after TMS and Aid
07/FAUnxmitted Aid
07/FA Avail Aid
07/FA Final Balance

Grouping:

None

Sorts:

Student Name

Procedure:

Notes:

Update Year and Semester for each Balance field