Billing Overview Tracy Dale Senior Consultant 3D Technologies

What are we going to cover? Student Billing Maintenance Tuition and Refund Setup Unofficial/Official Transdocs Reports

Student Billing Maintenance Key Points Voids are safe Non-billing items are not refundable Use the billing category field to help with reporting Ledger tab doesn’t show actual balance CAMS is built to use overall balance CAMS uses a batch or sub ledger system

Tuition and Refund Setup Key Points This is a team effort setup with Registrar Very flexible to allow different program charges CAMS efficient bill calculation relies on correct tution and refund setup Allows for program based fees

Sample Tuition Grid Cost Center Cost Type Online Undergrad Graduate 100 150 75 125

Unofficial / Official Courses start as Unofficial Key Points Courses start as Unofficial Bills can only be calculated when Unofficial Courses should only be made official after add/drop period

Transdocs Heart of Billing module Key Points Heart of Billing module It’s okay to have multiple transdocs with duplicate account numbers for reporting Detail reporting comes form CAMS Financial Aid award types are transdocs

Reports Key Points Statements and receipts should be modified to make school specific All data in billing module is exportable Billing accounting reports can be used even if there is no GL integration 1098T reports are being updated by Unit4 for 2018 cycle Pending housing and financial aid are controlled by those modules

Let’s look at CAMS

Wrap up Correct tuition and refund setup saves time in bill calculation Timing of making courses official affects office work load Timing of financial aid and housing module transfers should be in conjunction with official courses

Questions? Tracy.dale@3dtechnologiesllc.com