2. Billing
Overview
Tracy Dale
Senior Consultant
3D Technologies

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

4. 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

5. 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

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

7. 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

8. 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

9. 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

10. Let’s look at CAMS

11. 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

12. Questions?