Pennsylvania BANNER Users Group 2006 Dickinson College Accounts Receivable Go Live Lessons Learned

General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered at the end of the session Thank you for your cooperation

Set Up Lessons Learned Clearing and Unapplied Accounts Detail Codes and FOAPALs Priority Codes Deposit and Payment Codes

Go-Live Lessons Learned How much historical data do you need? Once data is converted, reconcile Accounts Receivable in the Legacy system to Accounts Receivable in the Banner system. Work closely with the Finance, Financial Aid and Student (Registrar) Modules. TEST, TEST, TEST. Once set up is complete begin to review reporting needs.

Go-Live Lessons Learned Application of Payments Late Fees & Finance Charges Account Holds

Process Change Advantages AR controls the Fee Assessment Rules (tuition, room and board). Decentralized Billing of charges and fines: a. Registrars Office b. Residential Life Office c. Dining Services d. Public Safety e. Library f. Global Education g. Conference Office h. Admissions

Future Implementations Portal – Fall 2007 E-Billing – Spring 2008

Pennsylvania BANNER Users Group 2006 Open Floor for Other Questions?

Pennsylvania BANNER Users Group 2006 Have a great day!