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Ventura County CCD Monday, October 23, 2006
Banner Web Cashier Ventura County CCD Monday, October 23, 2006
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Session Rules of Etiquette
Please turn cell phones/pagers off or switch to vibrate mode If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the presentation. Thank you
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Session Description VCCCD has recently created an interesting solution in the Finance/AR area: We have developed a Web Cashier application in Banner Self-Service that allows our college business offices to post credit card payments directly to the Student account. The application also allows the entry of additional fees, cash, and check payments.
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Web-based Cashiering - Purpose
Replaces separate credit-card machines, dial-up lines, etc. Direct application to Student account Single vendor for all CC transactions Byproduct – allowed addition of American Express and Discover Performs other Banner functions with the same interface
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Separate logon. Not subject to Self-Service timeout
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Uses same User ID, PIN as Self-Service
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Initial login asks for Student ID
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Cashier can review Student’s entire account
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Account Review is descending by term
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Cashier can print a Schedule/Bill for the term
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Cashier can see if a student has a hold
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Cashier can release the hold
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Cashier can charge Optional Fees (same as Student Web)
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Available fees are driven by term, college, rate code
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A fee cannot be selected twice. Permit number stored in TBRACCD
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Cashier can charge Additional Miscellaneous Fees
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Drop-down is based on a view (will use AR security)
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Fee amount and document number post to AR
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CC can be manually entered or scanned.
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can’t be more than balance.
Amount is edited – can’t be more than balance.
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After payment is made, a receipt can be printed.
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Receipt printed for student. File copy can be printed as well.
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You can include address for easy mailing
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Transactions in TSAAREV are tagged with cashier ID
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7.2 version
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Term can be changed for same student, or new student entered
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This button is for Credit Card refunds.
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Will not allow a refund if not a credit balance.
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If credit balance, refund amount is restricted.
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Refund processed successfully.
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Cash or check can also be entered.
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Amount is edited against the balance.
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Account Review after all transactions.
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Conclusions Web Cashier Transactions/services in one place.
Same logic as Student SS for optional fees. Saves double-entry. More credit card options.
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Questions
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Presenter Information
Ventura County Community College District
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