TMS with Credit Balance List

Description:

Lists all students that have a TMS account and a credit balance. This list is used to identify students that will need to adjust their TMS budget. 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