Billing Reporting Jessica Archambeau 3D Technologies Consultant.

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Presentation transcript:

Billing Reporting Jessica Archambeau 3D Technologies Consultant

What are we going to cover? Agenda What are we going to cover? Billing Statements BYOR Aging/Account/Other Reports

Billing Statements

Billing Statements 2019 Term or Transaction Date Pending Housing Pending Financial aid Schedule or Ledger Source: Ledger/Batch Authorize (official/unofficial or registration/pre-registration batch) Non-billing transactions Emailed Billing Statements – student portal

Build Your Own Report (BYOR)

BYOR Terms Dates Transdocs Student type/scenario Export to excel Billing categories 2019

Aging/Accounting/Other Reports

Aging/Account/Other Reports Aging/Accounting Reports Aging/Account/Other Reports Aging reports – overall balances Over/Under Reports Export data Other reports – Document Tracking, non-returner report

Let’s look at CAMS

Questions? Jessica.archambeau@3dtechnologiesllc.com

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